All About Inventory Audits
Inventory audits help you compare your actual physical inventory with what's recorded in the system, ensuring accuracy
in your stock levels.
Creating an Audit
1. Click the “Create” button to start a new audit.
2. Select what you want to audit — materials or products
3. Select the storage location where the audit will take place.
4. Optionally, you can select specific categories to include in the audit. If no categories are selected, all materials
or products will be included.
5. You'll see a list of all applicable items with:
- Expected quantities according to system records
- Fields to enter the actual quantities you count
6. Enter the actual quantities for each item and save the audit.
You can add notes to any line item to explain discrepancies. If you don't want to audit certain items, you can remove
those lines. To add items that aren't showing in the list, click “Add row” at the bottom of the list.
Viewing Audit Information
Click on the audit number to view complete details. Here you'll see all information about expected and actual
quantities, along with aggregated audit results in monetary value.
Shortages and Surpluses
After saving an audit, you'll see its results:
- Shortages: Items where the actual quantity is less than what was recorded in the system
- Surpluses: Items where the actual quantity is more than what was recorded
For material audits, shortages, and surpluses are calculated at cost (based on purchase prices).
For product audits, shortages, and surpluses are calculated in two ways — at cost and at sales price.
Exporting Data
You can export the list of products or materials from an audit to CSV or Excel:
1. Open the audit details
2. Click the three dots in the top right corner
3. Select “Export” and choose your preferred file format
