Create an Audit - Warehouse

Warehouse Audits is the process by which a district can conduct a physical count of all inventory located in a warehouse.

Create a Warehouse Audit

1.     Click on  Inventory, located on the Navigation Bar.

2.     Under the Audits subcategory, click on Audit Management.  This opens the District Audit Management page.

3.     Click on  Add.

4.     Enter the desired audit information.  Audit Name and Due Date are required fields.  Defaults include:

·        Materials = Include All Material Types or select one or multiple Material Types to include in the audit

·        SLC = Filter option to include a specific SLC in the report

5.     Click on  Next.

6.     Search for the desired audit

7.     Follow steps to Review and Edit a Submitted Warehouse Audit

NOTE:

Once the audit is verified, the inventory counts are frozen and will not change.