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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.
Steps to Add an Inventory Stocktaking
- From the dashboard, navigate to Inventory and then select Stocktaking.
- Click on the Add button from the top menu.
- Enter the basic audit information: select the location, choose the type of audit, and record the due date.
- Click on Add.
Explanation of Required Fields to Add a New Audit
- Select the location from the available list.
- Choose the type of Stocktaking : either a full audit for all items or a partial audit for specific items.
- Enter the due date for the audit.
- (Optional) Add a note to provide additional details about the audit.
- 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.
