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Web Portal: Review & Resolve: Review Mismatches

This article describes the process of reviewing mismatched products generated from an inventory audit. Based on this review process tasks are created (RFID & Partner) to ensure all steps are completed.

What is the Review & Resolve Process?

The Review & Resolve page displays all Mismatched Products from your audits. The user is required to choose one of three possible outcomes:

Trust RFID Count - If you trust your RFID it means:

  • If the RFID count is greater than the Partner Count = increase Partner Count to match the RFID.
  • If the RFID count is less than the Partner Count = decrease Partner Count to match the RFID.

Trust Partner Count - If you trust your Partner Count it means:

  • If the RFID is greater than the Partner Count = Perform an "Archive" scan on tags to reduce RFID count to match Partner.
  • If the RFID is less than the Partner Count = Print and/or scan tags to increase RFID count to match Partner.

Manual Count - If you trust neither the RFID or Manual Count it means:

  • The physical count may differ from both the RFID and the Partner Counts, therefore you must perform a manual count, then enter this count.
  • If this count differs from both the RFID and Partner Counts tasks will be generated to adjust both RFID and Partner.

When should you choose each Source of Truth?

RFID Count

Choose the RFID Count if you trust that every item has been tagged with RFID and that all tagged items were successfully scanned.

This option is often preferred when:

  • If the Partner Count is less than the RFID Count: You want to avoid overselling by ensuring inventory is not overstated.
  • If the RFID Count is greater than the Partner Count: The partner system quantity is too low and want to increase it to match the verified RFID scan.
  • You have confidence in your RFID tagging and scanning process.

When RFID Count is selected as the Source of Truth, all generated tasks will be Partner Actions, updating the partner system to match the RFID inventory.

Partner Count

Choose the Partner Count if you trust that the inventory quantity in your partner software is accurate.

This option is commonly used when:

  • You are first implementing RFID and have not yet established confidence in your RFID data.
  • You believe the partner system reflects the correct inventory.
  • You wish to align your RFID inventory with your existing records.

When Partner Count is selected as the Source of Truth, all generated tasks will be RFID Actions, such as printing missing RFID labels or performing Add or Archive scans to match the partner inventory.

Trust Neither / Manual Count

Perhaps you don't trust either your RFID or Partner counts. In this instance you must physically count the items to determine the truth.

If the manual count differs from both, both RFID and Partner tasks will be created.

Assigning a Reason / Generating an Action

Users have the option of assigning a reason for each action.


Accessing the Resolution Center

Once an audit is completed, all mismatched products are moved to the Resolution Center. From there, users can access mismatches either:

  • Directly from the audit by selecting Resolution Center, or
  • From the left navigation menu by selecting Resolve & Sync


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Steps

1. Review Mismatched Products

  1. Choose the product(s) you wish to review by clicking the checkbox(es) on the far right.
  2. Next, click "Resolve"Review" to applymanage athe reason. products.

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2. ApplyReview a ReasonQuantities

Mismatched Products are grouped and displayed as: Under1. ExpectedChoose either RFID Count, Partner Count, or Manual Count

  • If andyou Overchoose Expected.Manual BelowCount, are a few ofenter the commoncount

2. reasonsAfter for an item being Over & Under Expected, along withselecting the associatedoption, requiredbelow Action:

Commoneach Reasonsproduct for Over Expected

  • Duplicate Tags on Items - Action: Remove extra tags and perform Archive scan to remove them from the RFID count.
  • Extra Items Received - You scanned more items than you expected and need to increase your partner to match.
  • Unlogged Incoming Inventory - You scanned new items which haven't been entered into your partner on hand inventory.

Common Reasons for Under Expected

  • New Inventory Not Tagged - Items exist in inventory but aren't tagged. Print new tags, then perform Add scan to add them to RFID counts.
  • Incorrect Adjustment - Partner quantitycard is too high and must be reduce to match with RFID counts.
  • Incomplete Purchase Received - Fewer items arrived than ordered. Decrease the partner quantity to match with RFID counts.

Group or Single Reason

Group Reason

Usedisplayed the "AddGenerated reasonActions" towhich group"indicates controlwhat required actions will be.

3. Finally, click the "Generate Actions" button at the top of the section to apply the same reason for all selected products.

  1. Choose Reason
  2. Click "Apply to Group"

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Once Applied each Product card will show "Ready to resolve", if there is no remaining difference.

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3. At the bottom click "Resolve" to generate the Tasks and clear the Mismatches from the list.

Single Reason

From the product card drop-down apply multiple reasons, which can be both over and under expected to a product.

PLEASE NOTE: Applying the opposite reason to a product (E.g.. Applying an Over reason for an Under Expected product will create a greater difference to the mismatched count which must be accounted for to resolve the mismatch. As the below image shows, because we expected 8 and have marked that there is 1 unlogged item, we must print and scan 9 total tags.right.


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Complete Required RFID Actions & Partner Corrections

Once the "Resolve" butt is clicked RFID actions, and/or adjusting the partner count by Syncing mismatches / Uploading corrections are generated. Please follow the links to complete the steps.

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