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Audit

This article describes the process of getting a fresh count of your inventory in Simple RFID

This feature is currently only available for customers using our Shopify integration

What is an Audit?

An Audit is essentially a full or partial recount of your current inventory for a specific location. While you are scanning these products, you will be comparing the items the scanner picks up, and the count on Shopify. This is useful if you want the current inventory counts to be synced to Shopify. After you perform an Audit, you will need to visit the Resolve & Sync center to push these counts to Shopify.


Audit page

The Audit page is in Simple RFID Web Portal. Select Audit from the navigation menu

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This page shows every previous Audit performed. You can view any of the previous Audits, or complete them from this page by clicking on a specific Audit.

  • There are filters for the Audits that include the Location, the Type (Full, Partial, Template), the Current Status (Draft, Open, Completed, etc.), and the Date.
  • Click the blue plus button on the top right of the page to create a new Audit


Create a New Audit

Select the Create New Audit button

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Enter the Name of the Audit, the Source of the comparison, the Location, and the Products

Products include:

  • Full: All of the products in your location
  • Partial: Specific products that you define
  • Template: To be added


Creating the Audit will put it in Draft status. You can find this new Audit in the Audit page.

If you are doing a partial Audit, you can search and add the products you want to compare.

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From this page, you can Assign a user to this specific Audit, add Notes for future reference, or Delete the audit. To start scanning, press the Start Audit button.

Performing the Audit

The inventory counts from Shopify will be loaded in, and the Scanned counts (this will always be 0 at the start).

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To scan items into this Audit, navigate to the Audit page on the Simple RFID mobile app. From here, you can select the Audit that you just created, and start a Scan.


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While you are scanning, the products will be put into three separate categories:

  • Under Expected: Shopify has more items than you scanned
  • Over Expected: Shopify has less items than you scanned
  • Matched: Shopify and your scanned amount are the same

These categories will be used to resolve any discrepancies later in the process.

After you upload the scan, the Audit page will update to show the scanned amounts, and the difference between Shopify and all scans

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When you are finished scanning, press the Complete Audit button. This will change the status to Completed.

Once you complete the Audit, you can go to the Resolve & Sync page to sync your inventory to Shopify.

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