Auditing in Inventory Mode

Written By Jesse McIntire

Last updated 20 days ago

1. Open the audit assigned to you

This process is for auditing storage locations.
Audits may be generated automatically or created manually by admins.
In the Open Audits list, you can see:
- audits assigned to you
- audits assigned to other people
- unassigned audits
Select the audit assigned to you to open the audit screen.

2. Review the audit details and add notes if needed

Inside the audit screen, you can:
- add items manually
- write notes for the admin or for future reference
Use notes to capture anything relevant about the audit before submitting.

3. Verify each physical item in the storage location

The main task is to compare the physical storage location against the audit list.
For each item, check:
- whether the item is present
- how many units are actually there
- whether the expiration date needs to be updated
Adjust the quantity and expiration date as needed.
Click the green confirm button next to each item once it has been verified.

4. Submit the completed audit

After all items have been confirmed, click the submit button in the top-right corner.
This saves the audit and generates the final results.
The results show whether each item had:
- more than expected
- as much as expected
- less than expected

5. Review the outcome and inventory updates