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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 mismatched products from the Resolve & Sync page to process each product, determine accuracy, and generate actions for resolving each one. These tasks include performing actions in the RFID system, as well as submitting corrections to the 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.

Choosing what to Audit

We recommend performingusing partialdifferent auditsaudit types based on your inventory management goals:

  • Partial Audits are ideal for spot-checking the accuracy of individual products toor "spotsmall check"groups accuracy,of useitems.
  • Template templateAudits auditsare tobest performfor performing cycle counts ofon outlierstargeted (expensiveinventory, product,such fastas movers),high-value andmerchandise, performfast-moving fullproducts, auditsspecific brands, departments, or other predefined groups.
  • Full Audits should be performed periodically to re-establish inventory accuracy across theyour boardentire (catalog, such as during year-end ofinventory yearor taxes).tax Creatingreporting.

Smaller, smallermore focused audits alsoare allowsgenerally foreasier betterto managementmanage ofand itemsallow discrepancies to be reviewed, resolved, and corrected more efficiently through the resolutionReview & Resolve process.

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