# Processes: Audit Your Inventory

# Auditing with Simple RFID

<p class="callout danger">****The article provides direction for using our new audit flow.****<span style="white-space: pre-wrap;"> We have two audit flows, the "Legacy" flow which requires a full audit each time, and our new audit flow which supports partial/template/complete audits as well as a resolution process to ensure that required actions are completed. If the web portal side menu does not include the </span>****Audit****<span style="white-space: pre-wrap;"> and </span>****Resolve &amp; Sync****<span style="white-space: pre-wrap;"> tabs, you are using the Legacy mode. To update the the new audit flow follow the steps found in </span>[this](https://kb.simplerfid.com/books/software-web-portal/page/customer-profile-audit-setting-switching-audit-mode-legacy-mode-advanced-mode)<span style="white-space: pre-wrap;"> article.</span></p>

<p class="callout info">If you have questions such as "How do I determine if my inventory is accurate?, or "How do I fix mismatched counts between my RFID counts and Shopify (or other partner)?", as well as, "What's the best way to get my stuff tagged at the beginning?" this is the article for you!</p>

### ****What is an Audit?****

<span style="white-space: pre-wrap;">An </span>****Audit****<span style="white-space: pre-wrap;"> is the process of checking your inventory to identify accuracy between your RFID scans and your Partner on-hand inventory. </span>

<span style="white-space: pre-wrap;">If you want to spot check a few products you'll want to choose Partial Audit. You'll use </span>****Template Audit****<span style="white-space: pre-wrap;"> if you wish to verify a group of products within a specific brand, category, department, or other predefined group. You can perform a </span>****Full Audit****<span style="white-space: pre-wrap;"> of your entire inventory.</span>

<span style="white-space: pre-wrap;">After an Audit is complete, the operator reviews each mismatched product to determine the truth. Depending upon what is accurate, the system generates tasks which must be completed. These actions may include RFID related tasks such as printing, adding or removing tags, or Partner related actions such as increasing or decreasing partner quantities. </span>

<span style="white-space: pre-wrap;">Audits are the recommended way to maintain accurate inventory and keep your partner system synchronized with your actual stock levels. For new users, audits are an excellent way to print tags for products. </span>

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#### ****Step 1: Create Audit****

****Create your audit. This can be done via the**** [****web portal****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-audit-view-create-start-close) ****or**** [****mobile app****](https://kb.simplerfid.com/books/software-mobile-app/page/mobile-app-audit-create-and-start-an-audit)****. You can add products to an audit via integration or manually**** [****from a spreadsheet****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-manual-input-adding-products-manually-to-an-audit)****.****

#### ****Step 2: Scan Items In the Audit****

****Next, you will**** [****scan the items in the audit****](highlight%20any%20discrepancies%20between%20your%20partner%20system's%20inventory%20(such%20as%20Shopify%20or%20Apparel%20Magic)%20and%20the%20inventory%20detected%20through%20RFID%20scanning.) ****to identify mismatched products.****

#### ****Step 3: Review Mismatches****

****Once you have Completed the Audit,**** [****Resolve Mismatched Products****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-manual-review)****.****

#### ****Step 4: Complete Required RFID Actions &amp; Partner Corrections****

****Finally, perform tasks to align the two including**** [****RFID actions****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-resolve-sync-complete-rfid-partner-corrective-tasks)****, and/or adjusting the partner count by**** [****Syncing mismatches****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-resolve-sync-update-partner-counts-via-sync) ****/**** [****Uploading corrections****](https://kb.simplerfid.com/books/software-web-portal/page/web-portal-resolve-sync-update-partner-counts-manually)****.****

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#### ****Choosing what to Audit****

We recommend using different audit types based on your inventory management goals:

- ****Partial Audits****<span style="white-space: pre-wrap;"> are ideal for spot-checking the accuracy of individual products or small groups of items.</span>
- ****Template Audits****<span style="white-space: pre-wrap;"> are best for performing cycle counts on targeted inventory, such as high-value merchandise, fast-moving products, specific brands, departments, or other predefined groups.</span>
- ****Full Audits****<span style="white-space: pre-wrap;"> should be performed periodically to re-establish inventory accuracy across your entire catalog, such as during year-end inventory or tax reporting.</span>

<span style="white-space: pre-wrap;">Smaller, more focused audits are generally easier to manage and allow discrepancies to be reviewed, resolved, and corrected more efficiently through the </span>****Review &amp; Resolve****<span style="white-space: pre-wrap;"> process.</span>

# Using Simple RFID as a Standalone application

If you are have another data source you wish to compare against, use the Auditing Data from a Non-Integrated Source article.

If you simply wish to scan and identify items which are present, then rescan and identify what is no longer present, use this article.

# Standalone Process: Reset Inventory & Identify Absent Items

<p class="callout warning"><span style="white-space: pre-wrap;">This article provides instruction for users who do not have an external inventory source to compare their RFID scans against. It assists a user to identify what items are in inventory, and what items are no longer present. </span></p>

<p class="callout info"><span style="white-space: pre-wrap;">If you wish to compare scans against custom source, such as a spreadsheet, use this article: </span>[Custom Source Audits](https://kb.simplerfid.com/books/software-web-portal/page/audit-custom-source-this-page-may-be-deprecated)<span style="white-space: pre-wrap;">. If you are comparing data from an integration (Shopify, Apparel Magic), please use this article: </span>[Audit against Integration](https://kb.simplerfid.com/books/processes-audit-your-inventory/page/audit-using-an-integrated-data-source-shopify-apparel-magic-etc)</p>

#### ****Navigate to Menu****

****If you are using Simple RFID as a stand-alone application and you wish to identify what items are in inventory, and what items that were in inventory but are no longer present, follow these steps.****

##### <span style="white-space: pre-wrap;">Open the </span>****Simple RFID****<span style="white-space: pre-wrap;"> app on your scanner or phone that is paired with a scanner.</span>  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/fPEimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/fPEimage.png)

##### <span style="white-space: pre-wrap;">On the homepage, click </span>*****Scan*****.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/LaZimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/LaZimage.png)

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#### ****Reset Inventory****

##### <span style="white-space: pre-wrap;">Select </span>*****Audit*****. (in this case Audit refers to "Resetting" the inventory

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/mXcimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/mXcimage.png)

##### <span style="white-space: pre-wrap;">Click </span>*****Yes***** when prompted: "**Your Inventory will be cleared!**"

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/5e2image.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/5e2image.png)

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#### ****Scanning Inventory****

##### <span style="white-space: pre-wrap;">After accepting the prompt, you will be returned back to the </span>****Scan**** <span style="white-space: pre-wrap;">menu. </span>

##### <span style="white-space: pre-wrap;">Select </span>*****Start new scan session*****.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/m6Yimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/m6Yimage.png)

##### <span style="white-space: pre-wrap;">This step is similar to the regular </span>[scan](https://kb.simplerfid.com/books/software-mobile-app/page/scan).

##### <span style="white-space: pre-wrap;">Items that existed in the inventory before it was cleared will be marked as </span>****Found****.

<p class="callout info"><span style="white-space: pre-wrap;">Items that are already in the active inventory and are scanned during this session will be marked as </span>****Reverified. Verified/Reverified items are****<span style="white-space: pre-wrap;"> not added to your inventory quantity since the serial numbers already exist in the inventory. </span></p>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/WG6image.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/WG6image.png)

##### <span style="white-space: pre-wrap;">Click </span>*****Upload to inventory*****

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/Lrrimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/Lrrimage.png)

****Then click "OK" on the pop-up to confirm the action.****

##### <span style="white-space: pre-wrap;">After the scan session is uploaded, go to the </span>[SimpleRFID](https://portal.simplerfid.com/)<span style="white-space: pre-wrap;"> web portal and click </span>*****Inventory*****.

##### <span style="white-space: pre-wrap;">All </span>****scanned**** <span style="white-space: pre-wrap;">items will be under the </span>****Verified****<span style="white-space: pre-wrap;"> tab.</span>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/4hXimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/4hXimage.png)

##### <span style="white-space: pre-wrap;">The products that were not scanned during the inventory reset scan will be under the </span>****Absent**** tab.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/VjFimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/VjFimage.png)

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#### ****Generate Report****

##### The report of the current inventory can be downloaded by clicking the second button in the top-right corner.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/OVMimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/OVMimage.png)

<p class="callout warning"><span style="white-space: pre-wrap;">It's possible to download 2 different reports, one for </span>****Verified****<span style="white-space: pre-wrap;"> and another for </span>****Absent****<span style="white-space: pre-wrap;"> items, which depends on which </span>****Inventory****<span style="white-space: pre-wrap;"> tab is currently open.</span></p>

#####   


##### Each report is meant to represent specific information, but all of them can be downloaded.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-06/scaled-1680-/esvimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-06/esvimage.png)

<p class="callout info"><span style="white-space: pre-wrap;">The audit scan session can also be viewed and its report obtained via the </span>[Scan Sessions](https://kb.simplerfid.com/books/software-web-portal/page/scan-sessions) tab in the navigation menu.</p>