Web Portal: Audit: View & Create

Audit Page

The Audit page is located in the Simple RFID Web Portal and serves as the central location for creating, managing, and reviewing inventory audits.

To access the page, select Audit from the left navigation menu.

The Audit page displays a list of all current and previous Audits. Click any Audit to view its details, progress, and results.

Use the available filters to quickly find specific Audits:

• Location – Filter by inventory location.
• Type – View Full, Partial, or Template Audits.
• Status – Filter by the Audit's current status, such as Draft, Open, or Completed.
• Date – Display Audits created or performed within a specific date range.

To create a new Audit, click the blue + (plus) button in the upper-right corner of the page.

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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.

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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 products from the selected Source and Location are automatically loaded into the Audit along with their current inventory quantities.

Partial Audit

If you selected Partial, the Audit includes an Add Items button.

Click Add Items to search for and select the specific products you want to include in the Audit before starting it. Once you have added all desired products, click Start Audit to load their current inventory quantities and begin the 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 aan 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.

Create, Edit, Delete, and Apply Templates

Managing Audit Templates

Use the controls in the Templates window to manage your saved Audit Templates:

• Click the "+" (Plus) button to create a new Templatetemplate.
• Click the pencilPencil icon to edit an existing Templatetemplate.
• Click the Trash Can icon to permanently delete thea template.
• Click Use Template
• Click "Include" (or "Use Template"Include) to apply the selected template to the Auditcurrent Audit.

Create

Creating a New Template

FromWhen creating a new template, provide the Addfollowing page, you can give the template a information:

• Name, a– A descriptive name for the template.
• Description, and– selectAn whichoptional description to help identify the template's purpose.
• CategoryCategories you– wishSelect the product categories to include in or exclude.

  The Category will readexclude from the template.

Category values are populated from the product Type field ofin Shopify. Products are included in the producttemplate inbased Shopify.on the categories you select.

Finally,When you have finished configuring the template, click "Create Template"Template to create.save it.

OnceAfter applying the Templatetemplate has been applied, clickto the "Start Audit" button to load the On Hand quantities for the selected items.

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Scanning Items in Audit

Once all desired products are added,Audit, click the Start Audit button.to retrieve the current On Hand inventory quantities for the selected products.

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Scanning Items During an Audit

Once all desired products have been added to the Audit, click Start Audit to begin.

The Audit grid displays the following information for each product:

• Expected:Expected – Displays the oncurrent handOn Hand inventory countsquantity retrieved from the partnerselected systemsource (Shopify,such as Shopify or Apparel Magic, etc.)Magic). This serves as the baseline for comparison during the Audit.
• Scanned:Scanned This– column initiallyInitially displays 0 for allevery productsproduct because no itemsRFID tags have been scanned at the start of the Audit.scanned. As youRFID scantags are scanned and uploaduploaded, RFIDthis tags, the Scanned countvalue updates to showreflect the total number of tags detected for each product during the current Audit.
• Diff:Diff This– column displaysDisplays the difference between the Expected and Scanned counts.quantities, allowing you to quickly identify inventory discrepancies.

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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.

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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.