Rewaa offers the ability to conduct stock counts using an Excel file, streamlining the process of updating product quantities. If you use a device that generates inventory data in Excel format, you can easily transfer the data into Rewaa's template and upload it to the platform. This feature saves time by eliminating the need for manual data entry. You can also export product data to the Rewaa template, count manually, and re-upload the file.
Steps to Conduct Stock Count Using Excel
Navigate to: Products & Inventory > Stock Count > Create New Stock Count.
Add the following details:
Location: Select the branch to count its inventory.
Inventory Name and Date: Automatically generated but can be modified.
Export Products:
After selecting the branch, all products for that branch will appear in the Product Name column, with their quantities displayed in the Expected column.
ℹ️ Composite products will not appear directly as they consist of individual components. Example: For a "Cake" composite product containing oil, eggs, and flour, count each ingredient individually. Changes in their quantities will affect the composite product.
Click Export Products and select XLSX format to download the file.
Update Quantities in Excel:
Open the downloaded file and enter the actual quantities (counted) in the Quantity column.
Save the file after updating all quantities.
Import the Updated File:
Return to the platform and click Import Products.
Upload the updated Excel file. The platform will show the number of products successfully imported and any missing quantities.
Click Skip and continue to proceed without changes, or re-upload the file after adding missing data.
Review Data:
Quantities will automatically update in the Counted column.
Differences between expected and counted quantities will appear in the Difference column:
Negative (-): Fewer products in stock than expected.
Zero (0): Quantities match exactly.
Positive (+): More products in stock than expected.
The Cost column reflects the value of differences based on the product cost.
Finalize Stock Count:
Click Complete after reviewing all data.
FAQs
1. Error While Uploading Excel File?
Ensure the following:
Do not delete or modify the first row (header) or column structure.
Avoid duplicate or missing product SKUs.
Use correct data formats (text or numbers) in fields.
Re-upload the corrected file.
2. Can traceable products (batch or serial number) be counted using Excel?
No, traceable products must be counted directly on the platform.
3. How quickly do quantities update on the platform?
Quantities are updated immediately after completing the count.
4. Can multiple branches be counted simultaneously?
No, each branch must be counted separately.
5. Can specific products be counted?
Yes, search for the product name or SKU in the search field and count as needed.
6. Can I save the count and complete it later?
Yes, click Save for Later. If quantities change due to sales, purchases, or returns, a notification will appear when resuming the count.
7. Is there a report for Stock counts?
Yes, view the Stock Count Summary Report under Reports > Stock Control.