How to Take stock With Virtualrx POS (Stock Taking)

10 March 2025

Step 1 

Create a Supplier and name them “Stock Taking”

Step 2 

Go to Stock Report, filter with location, then download all your stock as Excel 

Step 3 

Go to “Add Purchases”, click on the blue button that says “Import Product”, and download the template file

Step 4 

Focus on the first 3 columns in the template file you have downloaded. Update it with the SKU, current stock and Price. In the template, add minus/negative to all the quantities or simply multiply the entire column with -1

So that your quantity looks like this 

Step 5 

Upload the Excel with the negative quantity to Zero your entire stock. Save the purchase. Make sure to choose Stock Taking as your supplier, select the correct business location and also put the status as received

Step 6 

Using the same template, replace the purchase unit column with the new quantity from your stock taking, then upload as well and save your purchase

Step 7 

Check your new stock under the stock report

You can also watch this video to guide you. https://youtu.be/IeDYdjT7sUU