# Mobile App: Audit

# New Page



# 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

![File (3).png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/file-3.png)#### ****Audit List****

<span style="white-space: pre-wrap;">From the Audit List view the user will see all </span>****Draft**** <span style="white-space: pre-wrap;">and </span>****Open**** <span style="white-space: pre-wrap;">Audits, and can </span>****Create a New Audit.****

****Draft Audits****<span style="white-space: pre-wrap;"> are audits which have been created but not Started.</span>

****Open Audits****<span style="white-space: pre-wrap;"> are all audits which have been Started but not Completed.</span>

<span style="white-space: pre-wrap;">Tap the </span>****+ Create New Audit****<span style="white-space: pre-wrap;"> button on the bottom of the page to </span>****Create a new Audit****.

[![File (5).png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/file-5.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/file-5.png)

#### ****Create New Audit****

<span style="white-space: pre-wrap;">Enter the </span>****Name****<span style="white-space: pre-wrap;"> of the Audit, the </span>****Source****<span style="white-space: pre-wrap;"> of the comparison, the </span>****Location****<span style="white-space: pre-wrap;"> where the audit is being conducted, and the </span>****Products****<span style="white-space: pre-wrap;"> being audited</span>

****Name****<span style="white-space: pre-wrap;">: </span>

- 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:****<span style="white-space: pre-wrap;"> Shopify, Apparel Magic, etc.</span>
- ****Manual Input:****<span style="white-space: pre-wrap;"> This allows the user to use their own </span>[Custom Source](https://kb.simplerfid.com/books/software-web-portal/page/audit-custom-source-this-page-may-be-deprecated)<span style="white-space: pre-wrap;"> such as a spreadsheet</span>
- ****Current Inventory:****<span style="white-space: pre-wrap;"> Not yet implemented.</span>

****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

- <span style="white-space: pre-wrap;">The Audit will be created in </span>****Draft****<span style="white-space: pre-wrap;"> status. </span>

[![File (6).png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/file-6.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/file-6.png)

---

### Add Products to an Audit

<p class="callout info"><span style="white-space: pre-wrap;">Product inventory quantities are not displayed until you click </span>****Start Audit****.</p>

<p class="callout info"><span style="white-space: pre-wrap;">When you start an Audit, Simple RFID retrieves the latest inventory quantities from the selected </span>****Source****<span style="white-space: pre-wrap;"> (such as Shopify or Apparel Magic). These quantities become the baseline for comparing your RFID scan results during the Audit.</span></p>

<p class="callout warning">****Important:****<span style="white-space: pre-wrap;"> Once you click </span>****Start Audit****, the Audit is locked. You will no longer be able to add or remove products from the Audit.</p>

### Full Audit

<span style="white-space: pre-wrap;">If you selected </span>****Full****, you do not need to manually add products.

<span style="white-space: pre-wrap;">When you click </span>****Start Audit****<span style="white-space: pre-wrap;">, all active products from the selected </span>****Source****<span style="white-space: pre-wrap;"> and </span>****Location****<span style="white-space: pre-wrap;"> are automatically loaded into the Audit along with their current inventory quantities.</span>

### Partial Audit

<span style="white-space: pre-wrap;">If you wish to manually add items to an Audit, select </span>****Partial****.

Then, at the bottom of the screen, click "Next".

<span style="white-space: pre-wrap;"> </span>[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/Uwnimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/Uwnimage.png)

##### ****Select Products****

Click "Select Products" to manually add items.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/nOZimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/nOZimage.png)

<span style="white-space: pre-wrap;">This will open the search window which will allow you to locate the desired items. </span>

Once located, click on the Product to add.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/tf4image.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/tf4image.png)

Once all Products have been added, click "Start Audit"

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/YfLimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/YfLimage.png)

### Template Audit

<span style="white-space: pre-wrap;">If you selected </span>****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.

<span style="white-space: pre-wrap;"></span>

<span style="white-space: pre-wrap;">To create a new template or modify template settings, click the </span>****Configuration****<span style="white-space: pre-wrap;"> icon. This opens the </span>****Templates****<span style="white-space: pre-wrap;"> side panel, where you can view, create, edit, and manage your reusable Audit Templates.</span>

# Mobile App: Audit: Scan Items in Audit

### Scanning Items from the Mobile App &amp; Performing Control Scan

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:

1. <span style="white-space: pre-wrap;">Open the </span>****Audit****<span style="white-space: pre-wrap;"> page in the Simple RFID Mobile App.</span>
2. Select the Audit you want to perform.
3. <span style="white-space: pre-wrap;">Tap </span>****Start Audit****<span style="white-space: pre-wrap;"> to begin scanning RFID tags.</span>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/Nzhimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/Nzhimage.png)

<span style="white-space: pre-wrap;">Initially items will load with 0 quantity and display as "Under Expected" </span>

![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/RjDimage.png)### Under Expected, Over Expected, and Matched

<span style="white-space: pre-wrap;">As products are scanned, each product is categorized based on the comparison between the </span>****Expected****<span style="white-space: pre-wrap;"> and </span>****Scanned****<span style="white-space: pre-wrap;"> quantities:</span>

****Under Expected****<span style="white-space: pre-wrap;"> – Fewer items were scanned than were expected.</span>

![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/x4simage.png)

****Over Expected****<span style="white-space: pre-wrap;"> – More items were scanned than were expected.</span>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/vqpimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/vqpimage.png)

****Matched****<span style="white-space: pre-wrap;"> – The scanned quantity matches the expected inventory quantity.</span>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/Q5Fimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/Q5Fimage.png)

When you are satisfied with the scan results, click Next to proceed to the Upload prompt

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/sTZimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/sTZimage.png)

### ****Control Scan****

<span style="white-space: pre-wrap;">From the Audit Summary screen the user will see the totals from their Audit. </span>

<span style="white-space: pre-wrap;">Here they can choose to perform a </span>****Control Scan****

****What is a Control Scan? The Control Scan changes the settings in the app, putting the reader in "Density" scan mode which helps locate tags which were missed during the initial pass.****

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/Uyrimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/Uyrimage.png)

<p class="callout danger">You may choose to bypass this Control scan and upload immediately by clicking the "I don't need additional scan" checkbox, then click "Upload" however we strongly recommend performing the Control Scan as it typically assists users to locate the missing 5-10% of items.</p>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/7Boimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/7Boimage.png)

Once uploaded a toast pop-up message will appear indicating that the scans were uploaded successfully.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/NLCimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/NLCimage.png)

<p class="callout success"><span style="white-space: pre-wrap;">You may repeat the scan process as many times as necessary while the Audit remains </span>****Open****. Additional scans are combined with previous scan results, allowing you to continue improving the Audit's accuracy.</p>

<p class="callout warning">****Important:****<span style="white-space: pre-wrap;"> Clicking </span>****Complete Audit****<span style="white-space: pre-wrap;"> 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.</span></p>

<p class="callout info"><span style="white-space: pre-wrap;">After the Audit has been </span>****Completed****<span style="white-space: pre-wrap;">, navigate to the </span>****Resolve &amp; Sync****<span style="white-space: pre-wrap;"> page on the Web Portal to review any inventory discrepancies, resolve outstanding issues, and sync the updated inventory quantities back to partner system.</span></p>

# Mobile App: Complete Audit

<span style="white-space: pre-wrap;">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. </span>

<span style="white-space: pre-wrap;">Complete an audit to move mismatched products to the Review &amp; Resolve process. To do this the audit must be in Open status. </span>

- Click on the desired audit

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/MXximage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/MXximage.png)

- A pop-up will appear. Click "Complete Audit"

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/nklimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/nklimage.png)

- Accept the confirmation pop-up prompt by clicking "Complete"

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/Antimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/Antimage.png)

- The Audit will then be removed from the mobile view

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-07/scaled-1680-/5Baimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-07/5Baimage.png)

<span style="white-space: pre-wrap;">The mismatched items will now appear on the Resolve &amp; Sync Mismatched Products tab for review and resolution. </span>