- Zenoti Help
- Inventory
- Onboard and set up
- Set up audits
Set up audits
Required roles: Any role with access to the Administrator mode.
Required permissions: None
Hide zero stock value for unaudited products
At the organization level, click the Configuration icon.
Search for and select Hide the option to use zero stock values for unaudited products under product audits setting from the Audit section.
Enable this setting.
Click Save.
Enable partial audit
You can enable partial audits (cycle counts) for specific products, allowing multiple partial audits without immediate reconciliation. You do not need a full audit every time and you can submit multiple partial audits. Reconciliation, however, is still consolidated for all open audits in a single step.
At the organization level, click the Configuration icon.
Search for and select the Enable partial audit of products setting from the Audit section.
To allow centers to perform partial audits, enable this setting.
Click Save.
Impacts and considerations:
You cannot disable this setting once you enable it.
Before enabling this, enable the 90-day edit lock from the configuration.
Set up controlled reconciliation approvals
You can make it mandatory to get approval for reconciling the difference between the expected and audited stock value. Until the reconciliation for all retail products is approved, the Inventory Manager cannot submit another stock count for the retail products.
At the center level, click the Configuration icon.
Search for and select the Make it mandatory to get approval to reconcile the difference between the expected and the audited stock value setting from the Audits section.
Enable this setting.
To set the minimum value difference, in the Get approval when the minimum difference in value is field enter the value.
Click Save.
Set up default value for audit
Administrators can easily configure a default valuation method for audits at the organization level to ensure consistency and efficiency in the auditing processes. This prevents situations where different people might use different valuation methods.
At the organization level, click the Configuration icon.
Search for and select Select default value for audit setting from the Audit section.
To set the default valuation method in the Audit screen, select the required option from the dropdown list.
Click Save.
Once a default valuation method is chosen, it will automatically appear as the preselected option in both the Audit screen and the Audit export/import screen. The other valuation methods will be disabled in the Audit screen and will not be listed in the dropdown menu.
During the process of exporting or importing audits, if a valuation method is chosen and the restriction on editing the default valuation method setting is activated, only the selected valuation option will be available for export. When importing, regardless of any values entered in the sheet, the system will consider the point-in-time value of the chosen valuation option.
Perpetual average is set as the default valuation method by default.
Restrict editing of values in audit
Administrators can manage user access to modify values during audits, including the option to restrict users from altering the considered value during auditing processes.
At the organization level, click the Configuration icon.
Search for and select Restrict editing of values in audit setting from the Audit section.
Enable this setting.
Click Save.
By default, this setting is turned off for all organizations.