Stock Audits: Stock Audits in Asset Infinity refer to the audit activities created on the Inventory of a user and can be Created and Managed easily using the steps below:
This can be
seen by visiting:
& Physical Verification > Inventory Audits > Stock Audit
reach here, the following screen will be visible:
In the Top
Right Corner, shown in the Blue Figure, we can see an Edit Option by using
which we can add or remove any fields from this form.
can see different fields associated with the creation of a stock audit. We have
the fields related to Audit Name, Assignee, Location, Category, Start Date, End
refers to a name which we will set for this stock audit.
the person who will conduct the audit. When we click on this field, we see the
options related to the name of the people whom we have authorized to conduct
the audit. We can choose the person from them as per our requirements.
the area where the audit will be conducted.
refers to the category of the inventory for which the audit is being conducted.
It can be tools, stationary items, or any other category.
End Date must be defined for the audit.
Book Count” is set as “Yes”, then the inventory present within the system will
be visible to the person who will do the audit.
users to manually edit physical count” is set as “Yes”, then during the audit
if there is any mismatch between the inventory present in the application and
the inventory discovered during the audit, then the assignee can make the
necessary changes in that.
“Cancel” will reset all the fields in the audit form.
“Save” will create a Stock Audit which will be visible in the Stock Audit
Let us see
how the information grid is visible:
We can see
here, the colored boxes shown in the Red Rectangle. These give us the option
of saving as Report or Widget, Exporting the data as PDF or Excel File,
Refreshing the data to reflect any new additions and Grid Settings to tailor
the information grid according to our requirements by making changes to
increase the per page records that will be shown, by clicking on Showing
Records Dropdown which can be seen within the Purple Rectangle in the above
We have the
option of Editing or Viewing the Stock Audits. These are shown by the Green
We can set
filters by adding information in the area shown by the Yellow Rectangle. This
can be done for different fields in the information grid. Also, multiple
filters can be added at the same time.
remove the filters through the “Clear Filter” Option shown in the grey
click on the edit option the following screen is visible:
We can see
that the audit which we selected for editing shown by the blue rectangle fills
up the fields in the Creating Stock Audit Form.
we can edit the information which we want to change.
click on view button we see:
Here, we can
see the Stock Audit information being displayed, from where we can find out the
information specific to an audit.
information grid, we can see the information for all the audits at once.
This is how
we can Create and Manage the Stock Audit.