Advanced Audit Steps
If you have questions such as "How do I determine if my __________ inventory accurate?, or "How do I fix mismatched counts between my RFID counts and Shopify?" this is the article for you!
What is an Audit?
An Audit verifies that your inventory records match your actual on-hand inventory. You can perform a Full Audit of your entire inventory, a Partial Audit of selected products, or a Template Audit to verify products within a specific brand, category, department, or other predefined group.
During the Audit, the system compares the RFID tags you scan with the current inventory quantities in your partner system, making it easy to identify discrepancies between your physical inventory and your recorded inventory.
Audits are the recommended way to maintain accurate inventory and keep your partner system synchronized with your actual stock levels.
After completing the Audit, review anymismatched discrepanciesproducts infrom the Resolve & Sync page, whereto youprocess caneach product, determine theaccuracy, appropriateand actiongenerate actions for resolving each item.one. OnceThese yourtasks reviewinclude isperforming complete,actions syncin the approvedRFID inventorysystem, adjustmentsas backwell as submitting corrections to yourthe partner system.
Step 1: Create Audit
This can be done from the web portal or mobile app
Step 2: Scan Items In Audit
Next, you will scan the items in the audit
Step 3: Review Mismatches
Once you have Completed the Audit, Resolve Mismatched Products.
Step 4: Complete Required RFID Actions & Partner Corrections
Finally, perform Pending Actions for any RFID related actions, and Sync / Correct resolve mismatches.
We recommend performing partial audits for individual products to "spot check" accuracy, use template audits to perform cycle counts of outliers (expensive product, fast movers), and perform full audits to re-establish accuracy across the board (such as end of year taxes). Creating smaller audits also allows for better management of items through the resolution process.