Auditing storage location inventory

1. Open the storage location audit tools

• Audits are storage-location focused and are used to check the quantities in a specific location.

• From the home screen, navigate to the storage location you want to audit.

• Open the audit tab to access audit management options. 

2. Configure audit frequency or pause auditing

• Use Audit Frequency to set how often audits should be prompted.

• Example: set it to every 7 days to automatically prompt audits on that schedule.

• If needed, enable Pause Auditing to temporarily stop audits for that storage location.

3. Create a new audit as an admin

• As an admin, select Create Audit Now and confirm.

• This immediately initiates a new audit for the storage location.

• After creation, the audit can either be completed by the admin or assigned to another user. 

4. Assign the audit to an inventory mode user

• If you have access to inventory mode, choose Assign Auditor.

• Select Assign to Inventory Mode User or pick a specific user.

• The audit is then queued for that user to complete in inventory mode.

5. Start and complete the audit yourself

• If the admin is completing the audit, select Start Now.

• Review the items in the storage location and compare them to the expected quantities.

• Update quantities as needed and confirm each item as you go.

• If something is present that was not expected, use Add Items Manually.

• Add any relevant context in the Notes field.

• When finished, press Confirm to complete the audit. 

6. Review the audit results and history

• After confirmation, a report is shown immediately.

• The report highlights discrepancies such as:

  • More than expected

  • Less than expected

• The storage location page also shows:

  • The last completed audit

  • The next scheduled audit prompt

  • A list of past audits

7. Manage an existing audit

• Existing audits can be updated if needed.

• You can reschedule an audit for a different day.

• You can also cancel an audit entirely if it should not be completed. 

8. Complete an assigned audit in Inventory Mode

• Log in as the Inventory Mode user.

• Open the list of audits and find the one assigned to you.

• Start the audit and review the item list.

• Adjust quantities as needed, just like an admin would.

• Before confirming, you can also update item details such as an expiration date.

• Add notes or manually add an unexpected item if necessary.

• Press Confirm to finish the audit. 

9. View the completed audit details

• After completion, the Inventory Mode user sees the full audit details.

• This is the same audit information available to the admin.

• Use this view to verify what was counted and review the final audit outcome.