Web Portal: Manual Input: Adding Products Manually to an Audit

Manual Input

Do you want to create an audit using data from another system? This article walks through the steps to load your own data into an audit.

Steps

To create an audit using our own data source, follow the same steps found in the Audit with an Integration article with a few small exceptions:

At the

Select Manual input as your Source
The Products selector will defaults to "Partial"

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:

for the Source you'll choose Manual Input: This allows the user to use their own Custom Source such as a spreadsheet

Location:

Choose the location where the audit is being conducted

Products:

The Products radio select will default to Partial since without an integration the system doesn't know how much or what part of the inventory is being audited.

Click "Create" to create

The Audit will be created in Draft status.

Add Products to an 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.

Next, add products to your audit via two methods:

+ Add Items button to search and add items manually
Import from Excel button to upload a spreadsheet

+ Add Items Manually

Clicking + Add Items opens the Add Items pop-up window which allows the user to search for and select the specific products to include in the Audit.

Import from Excel

Clicking the Import from Excel button opens the Import Pop-up.

You can use the template provided to enter details, or use your own sheet and map the corresponding columns.

Use the Simple RFID Template

From the pop-up window click "Get Template" to download a formatted spreadsheet
The sheet contains two columns: SKU and Expected quantities

Use your Own Spreadsheet and Map Columns

Click the Custom column mapping link to associate the corresponding columns from your own spreadsheet.

Choose Match by Title if your sheet contains an identifiable column header

Choose Match by Index if you wish to map by the column letter: A, B, C, etc.

Finally, click Import to add the products to your audit.