Perform regular audits to make sure the physical quantities of the inventory in your store match the quantities in Green Bits. There are two ways to audit in Green Bits:
- Quick Audit: Green Bits recommends you start with a Quick audit. They are great way to regularly audit a section of your store.
- Inventory Audit: Do an Inventory audit when you want to audit your entire store at one time. This can be useful if your store had an issue with theft.
Develop a regular auditing schedule
Regular, consistent audits save you time and effort and can prevent small discrepancies from becoming much larger and more complicated compliance headaches down the road.
Develop and stick to a consistent schedule of auditing one or two Product Types each day, preferably just before or shortly after opening, or toward the end of the business day when it's less busy.
It can also help to strategically audit Product Types with less inventory on busier days of the week, and Product Types with more inventory on slower days (if you have them!).
How a Quick audit in Green Bits works
When you perform a Quick Audit, you filter for the items you want to audit and print a list to refer to while weighing and counting. Then, you enter the amounts you weighed and counted into Green Bits, review your adjustments, and save your audit.
How an Inventory audit in Green Bits works
When you perform an Inventory Audit, you record your physical inventory quantities in a text file or spreadsheet and then upload the file in Back Office. Green Bits compares the inventory in your uploaded file against the quantities in Green Bits. You will perform an audit with your Socket Mobile barcode scanner, scanning each individual unit into Google Docs.
Things to keep in mind about audits
- Weight-based items and unit-based items should be audited separately.
- Stop sales of the items you are auditing until you finish counting. Once you complete your count, you can resume sales even if you don't have time confirm and submit the audit right away. The audit tool has a feature to automatically account for any sales that happened between completing the count and finalizing the audit.
- Make sure all Products under a Product Type have the same unit of measure. For instance, categorize weight-based flower and pre-pack flower under separate Product Types, and convert to change weight-based inventory into units where appropriate.
The process will be different depending on what type of audit you are doing and what type of inventory you'll be auditing:
- Quick Audit
- Inventory Audit unit-based inventory with a scanner
- Inventory Audit weight-based inventory or conduct a hand-count