List of Audit reports
Inventory managers and business owners can use these reports to view the audits that were conducted at the center during the date range
They can also backdate an audit or reconciliation and edit other details.
Note
If the financial lock or edit lock is enabled, then you cannot backdate an audit or edit other details.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the List of Audits report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
Column | List of audits | List of audits by products |
|---|---|---|
Code | - | Unique code that identifies the product |
Name | - | Product name |
Unit | - | Unit of measurement of the product |
Category | - | Category to which the product belongs |
Subcategory | - | Subcategory to which the product belongs |
Vendor | - | Vendor with which the product is associated If the product is associated with multiple vendors, you will see Multiple in this column. |
Audited Date | Date on which when the stock was audited | Date on which when the stock was audited |
Reconciled Date | Date on which the audit was reconciled | Date on which the audit was reconciled |
Quantity Before Audit | Total quantity of the product (store and floor) before the audit was conducted | Total quantity of the product (store and floor) before the audit was conducted |
Value Before Audit | Total value of the product (store and floor) before the audit was conducted | Total value of the product (store and floor) before the audit was conducted |
Audited Quantity | Total quantity of the product (store and floor) after the audit was conducted To view the stock shrinkage or pilferage, click the audit date. | Total quantity of the product (store and floor) after the audit was conducted To view the stock shrinkage or pilferage, click the audit date. |
Value of Audited | Total value of the product (store and floor) after the audit was conducted | Total value of the product (store and floor) after the audit was conducted |
Reconciled Quantity | Total quantity of the product (store and floor) after the audit was reconciled | Total quantity of the product (store and floor) after the audit was reconciled |
Value of Reconciled | Total value of the product (store and floor) after the audit was reconciled | Total value of the product (store and floor) after the audit was reconciled |
Projected Value | - | Stock value calculated by Zenoti from the last audit to the current audit, based on the following outflow transactions: Retail
Consumable
|
Actual Value | - | Stock value calculated by Zenoti from the last audit to the current audit, based on the actual usage of the stock. |
Audit Type | - | Type of audit that was conducted
|
Reconcile Type | - | Type of reconciliation
|
FAQ
Why I don’t see stock value in the report?
The Hide Price permission is enabled for your role, which restricts you from viewing the stock value.
Why I don’t see the Edit option for the audit?
- Your business has enabled the financial lock or edit lock, you cannot edit audit details once any of the two locks is applicable.
- You do not have the EditPOLimitless permission enabled for your role.
- You are backdating the audit to a date earlier than the last reconciliation date. For example, if the audit date is 10 January, 2020 and the last reconciliation was done on 5 January, 2020, you can backdate the audit only until 6 January, 2020.
Why I don’t see the Edit option for reconciliation?
- Your business has enabled the financial lock or edit lock that does not allow you to edit reconciliation details once any of the two locks is applicable.
– You do not have the Reconcileand EditPOLimitless permissions enabled for your role.
– You are backdating the reconciliation to a date earlier than the last reconciliation date. For example, if the reconciliation date is 10 January, 2020 and the last reconciliation was done on 5 January, 2020. You can backdate the reconciliation only until 6 January, 2020.
Why I don’t see the Audit date and Comments fields while I’m editing an audit?
You do not have the Audit_Back_Date permission enabled for your role.