Add an Inventory Audit

This guide outlines a simple process for inventory audits, covering setup, assignments, and customization. It helps streamline inventory management, ensure accurate records, and gives users confidence in handling audits.

Select "Assets".

Select "Inventory Audit".

Select "Add New".

Add an "Audit Title", "Start Date", "End Date" and "Sites".

Select "Assigned to Users" to assist with the Inventory. (Only these users will be able to access the inventory).

Select "Filters" for Audit (if any).

Select "Audit Settings" (will default to both Assigned and Held by).

Select if you would like to reconcile assets during the audit process or leave unchecked if you would like to audit at the end of process.

Select "Save".

Select the audit that was created on manage page to start audit process.