Create Inventory Stocktaking

The inventory audit feature in RETM allows you to track inventory and ensure its accuracy by conducting periodic audits. You can choose between a full audit that includes all items or a partial audit to review a specific set of items at a particular location.

May 27, 2025

Steps to Add an Inventory Stocktaking

  1. From the dashboard, navigate to Inventory and then select Stocktaking.
  2. Click on the Add button from the top menu.
  3. Enter the basic audit information: select the location, choose the type of audit, and record the due date.
  4. Click on Add.

Explanation of Required Fields to Add a New Audit

  1. Select the location from the available list.
  2. Choose the type of Stocktaking : either a full audit for all items or a partial audit for specific items.
  3. Enter the due date for the audit.
  4. (Optional) Add a note to provide additional details about the audit.
  5. Click on Add to save the new audit.

Frequently Asked Questions

What is the difference between a full audit and a partial audit?

A full audit includes all items in the inventory, while a partial audit allows you to audit specific items at a particular location.

Can I modify the audit after creating it?

No, you cannot modify the audit after it has been created. However, you can cancel an incomplete audit and create a new one.

Can I export the audit report to a file?

Yes, you can print the report or export it in PDF format for later use.

What happens if there is a discrepancy between the actual audit and the system records?

You should review the differences and manually update the inventory data to ensure its accuracy.

Can I conduct an audit for multiple locations at the same time?

No, each audit is associated with a single location. Therefore, you need to conduct a separate audit for each location.

How can I track previous audit operations?

You can view all previous audit operations through the Inventory Audit list and search for the desired audit based on the date or type of audit.

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Steps to Add an Inventory Stocktaking

  1. From the dashboard, navigate to Inventory and then select Stocktaking.
  2. Click on the Add button from the top menu.
  3. Enter the basic audit information: select the location, choose the type of audit, and record the due date.
  4. Click on Add.

Explanation of Required Fields to Add a New Audit

  1. Select the location from the available list.
  2. Choose the type of Stocktaking : either a full audit for all items or a partial audit for specific items.
  3. Enter the due date for the audit.
  4. (Optional) Add a note to provide additional details about the audit.
  5. Click on Add to save the new audit.

Frequently Asked Questions

What is the difference between a full audit and a partial audit?

A full audit includes all items in the inventory, while a partial audit allows you to audit specific items at a particular location.

Can I modify the audit after creating it?

No, you cannot modify the audit after it has been created. However, you can cancel an incomplete audit and create a new one.

Can I export the audit report to a file?

Yes, you can print the report or export it in PDF format for later use.

What happens if there is a discrepancy between the actual audit and the system records?

You should review the differences and manually update the inventory data to ensure its accuracy.

Can I conduct an audit for multiple locations at the same time?

No, each audit is associated with a single location. Therefore, you need to conduct a separate audit for each location.

How can I track previous audit operations?

You can view all previous audit operations through the Inventory Audit list and search for the desired audit based on the date or type of audit.

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