TAKING AN AUDIT

Audits are physical inventory counts and are a great way to keep track of your inventory within the Craftable platform. You are telling the system how much of each item you currently have. We recommend taking an Audit at least once per month.

Simply follow the steps below to manage your Audits.

1. From the Navigation menu, select Inventory > Audits
   
    
   
   
2. From this new page, you can: Start New Audit, view Historic Audits, and Manage Unsaved Counts.
   
   
   
   

 Starting an Audit

1. Go to Inventory > Audit and select Start New Audit.
   
   
   
   You can take an Audit using any web-connected device, such as a computer, laptop, phone or tablet.
   
   Phone and Tablet Apps

   You can always access craftable.com using the browser on your device, but if you prefer to use an app, full-platform and inventory-only apps are available for both iOS and Android. Please see the article titled "Inventory App" for more information on using the app.

2. Select Full or Partial Audit
   
   A Full Audit is a count of all the items in your inventory. It closes reporting periods on the system and should be done monthly to verify your actual, in-stock amounts. Partial Audits can be done at any time to update in-stock amounts for specific items. Partial Audits do not affect most reports and will not close a period on the system. When doing a Partial Audit you do not need to count all of the items, but for any items that are counted, they must be counted in every storage area they are in, as the partial audit will update the in-stock amount.
   
   
3. Select the Storage area you’re going to count
   
   Under the heading Storage at the top left of the screen select the storage area you will count from the drop-down menu. Keep in mind these storage area names can be configured for your store by going to Store Settings > Inventory Storages and should be done before starting your Audit.
   
   
   
   
4.  Enter the counts for that storage area by clicking the number in the storage name column.
   
   
   
   
5. Repeat through all storages. You can review your counts as you go by clicking the number in the Total column.
   
   
   

If Using a Laptop/Computer:
Click into the field under the column with the name of the selected Storage area. You will be able to type into this field the exact count and use the up or down arrows on your computer to navigate between items.



Using a Device:
Click on the item’s name under the Item column header. This will open a calculator that has been optimized for use on screens of all sizes and the buttons will remain quite large regardless of the size of your device.

Using the calculator you can choose to enter the count of the item numerically by just typing it out, or you can use the mathematical functions (plus, minus, or multiply) to calculate the count, or use the +1, -1, +.1, -.1,.... functions to quickly add or subtract from your count.

Keep in mind you should always be entering the count for the items in the storage area you’re in, and selecting different storage areas from the dropdown at the top when you move areas.

The system allows multiple people to enter counts on the same Audit simultaneously. You must have internet access to start the Audit, but if you lose internet while counting you will see an alert with the number of unsync items and a Sync button. Once you are back on wifi click the Sync button to sync your counts into the Audit.