Auditing means, you are physically verifying the stock quantity in your warehouse. By auditing, you can easily identify the stock that is slow moving, obsolete, dead, or scrap. It is important that you perform audits once in every 3 months to maintain information about exact stock quantities. 

To perform an audit

1. Ensure that you are at the center level.

2. Navigate to one of the following based on retail products auditing or consumable products auditing.

  • Inventory > Stock Levels > Retail > Audit
  • Inventory > Stock Levels > Consumables > Audit

3. Use the product category or subcategory filters on top of the page to filter the details.  To search for a specific product, type the product name, code, or tag in the search box, or scan its barcode.

4. In the Qty In Stores field, enter the quantity of the product found in the store during the audit.

5. In the Qty On Floor field, enter the quantity of the product found on the floor during the audit. 

6. In the Notes field, enter information related to the audit.

7. If you want to review the data later and make any changes before submitting the audit, click Save Changes

8. To submit the audit information, click Submit Audit. On submitting, the Audit Details page opens with details such as total number of products, audited products, and unaudited products.

9. In the case of unaudited products, select one of the following:

  • Use projected stock values for unaudited products - negative stock would be considered as no stock: With this option, stock quantities for unaudited products are reset with the quantities from current stock. Stocks that have negative quantities are reset to zero.
    Example
    : Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash and Shea Butter Face Cream as 30 and 40 respectively. You have not audited Shampoo and say in the current stock it’s quantity is -3 (minus 3). After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
      - Aloe Vera Face Wash – 30
      - Shea Butter Face Cream – 40
      - Green Tea Shampoo – 0
  • Use projected stock values for unaudited products - negative stock would be maintained: With this option, stock quantities for unaudited products are reset with the quantities from current stock. Stocks that have negative quantities will continue to show as negative.
    Example
    : Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash and Shea Butter Face Cream as 30 and 40 respectively. You have not audited Shampoo and say in the current stock it’s quantity is -3 (minus 3). After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
      - Aloe Vera Face Wash – 30
      - Shea Butter Face Cream – 40
      - Green Tea Shampoo – -3 (minus 3)
  • Use zero stock values for unaudited products: With this option, stock quantities for unaudited products are reset to zero irrespective of what quantities they have in the current stock. Stocks that have negative quantities are also reset to zero. Example: Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash and Shea Butter Face Cream as 30 and 40 respectively. You have not audited Shampoo and say in the current stock it’s quantity is -3 (minus 3). After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
      - Aloe Vera Face Wash – 0
      - Shea Butter Face Cream – 0
      - Green Tea Shampoo – 0

10. Click Save and Submit.

The Inventory reports in Zenoti help you track if the quantities of products were manually entered or if they were system generated. 

Important: Upon submitting an audit, you cannot make any changes to it. You can only reconcile it. Learn how to perform a reconciliation

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