How to create an audit for the Pocket POS Audit App
Inventory audits are the key to maintaining accurate inventory counts at your venue. Therefore, POSaBIT suggests that inventory is audited at a minimum of once every quarter. The PocketPOS audit application combines the best parts of the other audit methods including the ability to count products using a scanner, manually enter counts within the application, and real-time synchronization between the audit application and a generated list of products on the portal.
Below, we'll walk through the steps to create an inventory audit in the POSaBIT portal, from start to finish:
- Login to the POSaBIT web portal.
- Go to Settings and select Inventory Settings.
- Check the box for Enable Inventory Audit App to activate the inventory audit app, then Save.
- Select "Audits" from the Inventory drop-down at the top of the page.
- Press the blue button labeled "New Audit" found in the top right-hand corner of the page and select New Criteria Based Audit.
- Enter a name for the audit as well as the employee's name who is going to be performing the audit.
- Next, using the filters (Product Types, Product Brands, Supplier, etc) on the left side of the page, narrow down the list of products you'd like to audit, then click "Save".
- You will now see a list of all products that apply to the filters you selected. You will also see a counter showing how many products will be audited in the top right-hand corner of the box on the left-hand side of the screen (Ex. 0/25).
- Note: If you would like to change any of the filters be sure to re-press the blue "Save" button to update the list of products on the right-hand side of the page.
- Once, you have the list of products that you would like to audit press the green "Start Audit" button to freeze the products inventory and make the audit available on the PocketPOS audit application.
Now that you have created the audit for the Pocket POS application, follow the steps outline HERE to perform the audit using the PocketPOS application.
