Auditing Data from an Integration (Shopify, Apparel Magic, etc.)
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?", as well as, "What's the best way to get my stuff tagged at the beginning?" this is the article for you!
What is an Audit?
An Audit is the process of checking your inventory to identify accuracy between your RFID scans and your Partner on-hand inventory quantity.
If you want to spot check a few products you'll want to choose Partial Audit. You'll use Template Audit if you wish to verify a group of products within a specific brand, category, department, or other predefined group. You can perform a Full Audit of your entire inventory.
After an Audit is complete, the operator reviews each mismatched product to determine the source of truth. From the Review & Resolve menu the user reviews each mismatch to determine the source of truth. Depending upon the this fact, the system generates actions 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.
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.
Step 1: Create Audit
Create, Start & Complete Audits from the web portal or mobile app
Step 2: Scan Items In the 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 using different audit types based on your inventory management goals:
- Partial Audits are ideal for spot-checking the accuracy of individual products or small groups of items.
- Template Audits are best for performing cycle counts on targeted inventory, such as high-value merchandise, fast-moving products, specific brands, departments, or other predefined groups.
- Full Audits should be performed periodically to re-establish inventory accuracy across your entire catalog, such as during year-end inventory or tax reporting.
Smaller, more focused audits are generally easier to manage and allow discrepancies to be reviewed, resolved, and corrected more efficiently through the Review & Resolve process.