How To: Create and Manage Stock Audits in Asset Infinity

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: 

Audits & Physical Verification > Inventory Audits > Stock Audit 

 

When we 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. 

 

Here, we 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 Date. 

 

Audit Name refers to a name which we will set for this stock audit. 

 

Assignee is 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. 

 

Location is the area where the audit will be conducted. 

 

Category refers to the category of the inventory for which the audit is being conducted. It can be tools, stationary items, or any other category. 

 

Start and End Date must be defined for the audit. 

 

If “Show Book Count” is set as “Yes”, then the inventory present within the system will be visible to the person who will do the audit. 

 

If “Allow 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. 

 

Clicking on “Cancel” will reset all the fields in the audit form. 

 

Clicking on “Save” will create a Stock Audit which will be visible in the Stock Audit Information Grid. 

 

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 it. 

 

We can 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 image. 

 

We have the option of Editing or Viewing the Stock Audits. These are shown by the Green Rectangle. 

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. 

 

We can remove the filters through the “Clear Filter” Option shown in the grey rectangle. 

When we 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.  

 

From here we can edit the information which we want to change. 

When we 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. 

In the information grid, we can see the information for all the audits at once. 

 

This is how we can Create and Manage the Stock Audit. 

• Related Articles

• Manage Your Audits

  Manage Your Audits Menu > Audit & Physical Verifications > Manage Audit    If a user wants to manage created Audit for updating, deleting and copying the data, they can simply follow below steps for managing the audit.       For creating audit, the ...

• Stock Report

  Stock Report  Homepage > Reports > inventory Management > Stock Reports    Item stocks are displayed in Stock Report. If available stock is below Re-Order Level, then the Item is displayed in Red. The Stock Report shows how many product units are ...

• Manage Workflows

  Manage Workflows Menu > Advanced Settings > Manage Workflows    If a user wants to automate the working process in the organization through which all the work in organization can work through a proper planned channel, they have to prepare a ...

• Stock Statement Report

  Stock Statement Report Homepage > Reports > Inventory Management > Stock Statement  Stock Statement report shows how many product units are there in each store as well as the current stock value and the quantity purchased and consumed with their ...

• Viewing Stock Availability Information

  Viewing Stock Availability Information   Inventory on homepage > Manage Inventory  This can help you view what all inventory items are available at a particular location. To view this, click on Inventory then on manage inventory.    From here a new ...