Schedule your audit
- Go to Inventory > Inventory Audits > + Add Inventory Audit.
- Select a Vendor and/or Product Type for your audit. You must pick at least one. It is best practice to select a Vendor and a Product Type.
- Enter your Expected Completion Date. This is the date and time you plan to conduct the audit. This can be changed later.
- Save the audit.
What's next in my audit?
The process will be different depending on what type of inventory you'll be auditing: