User guide

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How often should I audit my inventory?
This depends on your business needs, but at a minimum you should perform a
full, physical audit at least once a year. It is also a good idea to perform cycle
counts, or “mini-audits” several times throughout the year on fast-moving items
so you can make sure your counts on these are always correct.
Business Examples
Business Type – Distributing – Auditing with Mobile Devices
Sebastian Distributing has two sites that need to be audited. To
perform their audit, they follow the steps below:
• The manager notifies each warehouse of the audit date and time so training
can be done.
• The supervisor at each site divides the inventory by location and assigns it to
specific employees for counting. Each employee will audit a different range
of locations. For example, Bill will count rows 1 through 5, Jack will count
rows 6-10, etc.
• Training is performed at each s ite to make sure everyone understands how
to use the mobile devices for counting. The supervisor has the employees
stay after hours one day and picks two locations in the warehouse to use for
training. The InventoryControl software is put into Audit Mode and an audit
database is created and sent to one mobile device. Each employee then
takes a turn using the mobile device to count the inventory in the two
locations. The counts are downloaded from the devices to the pc, rejected
on the Process Mobile Data screen and the software is then taken out of
Audit Mode. New databases (not in Audit Mode) are sent to the mobile
devices so the employees can work as usual until the day of the audit.
• On the day of the audit, InventoryControl is put into Audit Mode at each site
and mobile databases are created. When creating the mobile databases,
the supervisor filters each one so that only the location that will be counted
on that mobile device will appear, 1-5 or 6-10, for example, sends the
database to the device, then creates the database for the next device.
• The counts are performed and the data is synced back to the PC.
• The Discrepancies report and Items Not Counted report are run and
recounts and spot-checking can done.
• After recounting the discrepancies, they are ready to reconcile at each site
and complete their audit. (See an example of this screen on page 62.)