Web Portal: Audit
Audit page
The Audit page is located in the Simple RFID Web Portal.
Select Audit from the navigation menu
This page shows every previous Audit performed. You can view any of the previous Audits, or complete them from this page by clicking on a specific Audit.
- Filters for the Audits include the Location, the Type (Full, Partial, Template), the Current Status (Draft, Open, Completed, etc.), and the Date.
- Click the blue plus button on the top right of the page to create a new Audit
Create a New Audit
You can also create an Audit from the Mobile App
From the Create New Audit pop-up window, enter the following details:
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.
- From inside the Audit, you can Assign a user, add Notes for future reference, or Delete the audit.
Add Products to an Audit
No product quantities will be displayed for the selected products until you click Start Audit. Starting the Audit retrieves the latest product inventory quantities from the partner, preparing them for comparison with your RFID scan results.
Please be aware that clicking Start Audit will lock the Audit and prevent the user from adding new Products.
Full Audit
If you select Full, you will not be prompted to add products manually. When you click Start Audit, all products from the selected Source are automatically loaded along with their current inventory quantities, making them ready for auditing.
Partial Audit
If you have selected "Partial" the page will include a Add Items button, which allows you to search for the specific products you wish to include in the Audit
Template Audit
If you have selected "Template," a window will appear which allows you to view, edit and delete your saved templates. Clicking the configuration icon will launch the Templates right side menu.
Create, Edit, Delete, and Apply Templates
Create New Template
From the Add page, you can give the template a Name, a Description, and select which Category you wish to include or exclude.
The Category will read from the Type field of the product in Shopify.
Finally, click "Create Template" to create.
Once the Template has been applied, click the "Start Audit" button to load the On Hand quantities for the selected items.
Scanning Items in Audit
Once all desired products are added, click the Start Audit button.
- Expected: Displays the on hand inventory counts from the partner system (Shopify, Apparel Magic, etc.).
- Scanned: This column initially displays 0 for all products because no items have been scanned at the start of the Audit. As you scan and upload RFID tags, the Scanned count updates to show the total number of tags detected for each product during the current Audit.
- Diff: This column displays the difference between the Expected and Scanned counts.
Scanning Items in Audit from Mobile App
The Audit will now appear on the mobile device and will contain the same products and quantities. To scan items into this Audit, navigate to the Audit page on the Simple RFID mobile app.
From here, you can select an Audit and start a Scan. You can also create Audits from the mobile app, or edit Audits in Draft status.
Over Expected, Under Expected and Matched
The process can be repeated as many times as the user wishes, until the Audit is Closed. Please be aware that clicking the "Complete Audit" button will close the audit and prevent additional scans to be uploaded for that Audit.
Completing an Audit
After uploading the scan, refresh the web view of the Audit page to view the scanned amounts, including the mismatches between Shopify and all scans
When you are finished scanning, press the Complete Audit button. This will change the Audit status to Completed.
Once you complete the Audit, you can go to the Resolve & Sync page to sync your inventory to Shopify.