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Audit from Web Portal

Start an Audit from the Verified inventory tab on the web portal.

Remember starting an audit moves "Verified" items to "Absent" status. The means that items must be scanned again to appear as Verified

Complete Audit

A complete audit requires a user to rescan all items to confirm inventory

  • Click the "Audit Inventory" button

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  • A pop-up will appear requesting that you confirm the action

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Click "Yes" to begin the audit

A second pop-up will appear notifying that "Audit Inventory started"

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Click 'OK' to close the prompt

Refresh the tab and you will see that the Verified tab is empty and these items have been moved to Absent status

For this reason it's a good idea to view the absent list before starting an audit. If you fail to do so, no worries. As each item is move to absent it's date & time is recorded so you can easily identify when items were moved to this status.

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From the Scan Sessions tab a record of the start of the audit will appear

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This means that from the mobile app you don't need to click 'Audit', instead simply begin scanning and adding items.

Partial Audit

A partial audit allows you to audit a single item or a few items.

It is recommend that you clear your Absent list and move items to Archived before performing a Partial Audit. Not doing so make it much more difficult to view the exact items being captured.

  • Search for a specific product you wish to verify
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  • Click the Trash Can icon on the far right for all of these items. This will move only these items to Absent.

Hover over the Trash Can to view message

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  • After clicking, you will see a pop-up message requiring you to confirm

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This will move the selected items to Absent status

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