Audit

Mobile App: Audit: Create and Start an Audit
Audit The following outlines the process of creating, and performing audits for your inventory Open the Mobile App From the Home screen click the Audit button Audit List From the Audit List view the user will see all Draft and Open Audits, and can Create a New Audit. Draft Audits are audits which have been created but not Started. Open Audits are all audits which have been Started but not Completed. Tap the + Create New Audit button on the bottom of the page to Create a new Audit . Create New Audit Enter the Name of the Audit, the Source of the comparison, the Location where the audit is being conducted, and the Products being audited Name : This is a free text field to name the audit anything you choose. If you choose to keep this field blank the system will auto-generate an Audit Name for you. Source: Integrated Platform: Shopify, Apparel Magic, etc. Manual Input: This allows the user to use their own Custom Source such as a spreadsheet Current Inventory: Not yet implemented. Location: Choose the location where the audit is being conducted Products : Full : All of the products in your location Partial : Specific products that you define Template : Products from a reusable template you define Click " Create " to create The Audit will be created in Draft status. Add Products to an Audit Product inventory quantities are not displayed until you click Start Audit . When you start an Audit, Simple RFID retrieves the latest inventory quantities from the selected Source (such as Shopify or Apparel Magic). These quantities become the baseline for comparing your RFID scan results during the Audit. Important: Once you click Start Audit , the Audit is locked. You will no longer be able to add or remove products from the Audit. Full Audit If you selected Full , you do not need to manually add products. When you click Start Audit , all active products from the selected Source and Location are automatically loaded into the Audit along with their current inventory quantities. Partial Audit If you wish to manually add items to an Audit, select Partial . Then, at the bottom of the screen, click "Next".   Select Products Click "Select Products" to manually add items. This will open the search window which will allow you to locate the desired items. Once located, click on the Product to add. Once all Products have been added, click "Start Audit" Template Audit If you selected Template , a window will open displaying your saved Audit Templates. From this window, you can: View existing templates. Create a new template. Edit an existing template. Delete a template.   To create a new template or modify template settings, click the Configuration icon. This opens the Templates side panel, where you can view, create, edit, and manage your reusable Audit Templates.

Mobile App: Audit: Scan Items in Audit
Scanning Items from the Mobile App From the Mobile App users can scan items included in the Audit to identify any discrepancies between your partner system's inventory (such as Shopify or Apparel Magic) and the inventory detected through RFID scanning. To begin scanning: Open the Audit page in the Simple RFID Mobile App. Select the Audit you want to perform. Tap Start Audit to begin scanning RFID tags. Initially items will load with 0 quantity and display as "Under Expected" Under Expected, Over Expected, and Matched As products are scanned, each product is categorized based on the comparison between the Expected and Scanned quantities: Under Expected – Fewer items were scanned than were expected. Over Expected – More items were scanned than were expected. Matched – The scanned quantity matches the expected inventory quantity. When you are satisfied with the scan results, click Next to proceed to the Upload prompt Audit Summary Screen From the Audit Summary screen the user will see the totals from their Audit. Here they can choose to perform a Control Scan Or they may choose to bypass this scan and upload immediately by clicking the "I don't need additional scan" checkbox, then click "Upload" Once uploaded a toast pop-up message will appear indicating that the scans were uploaded successfully. You may repeat the scan process as many times as necessary while the Audit remains Open . Additional scans are combined with previous scan results, allowing you to continue improving the Audit's accuracy. Important: Clicking Complete Audit closes the Audit and prevents any additional RFID scans from being uploaded. Before completing the Audit, ensure all scans have been performed and uploaded successfully. After the Audit has been Completed , navigate to the Resolve & Sync page on the Web Portal to review any inventory discrepancies, resolve outstanding issues, and sync the updated inventory quantities back to partner system.

Mobile App: Complete Audit
Once you have performed as many scans as you wish to ensure accuracy you will need to Complete the audit to close it. Once the Audit is Closed all Mismatched products are moved to the "Review Mismatches" page for review.