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Browser - Settings: Audit Inventory

The Audit Inventory tab is where you run physical inventory counts and reconcile what you counted against what the system thinks you have on hand. Use it for monthly or quarterly cycles, end-of-season audits, or spot checks when you suspect shrinkage.

The Browser version uses a two-panel layout: past audits on the left, count detail for the selected audit on the right. The right panel has four sub-tabs that show the audit at each stage of the workflow.

Step-by-Step: Open the Audit Inventory tab

Step 1: Settings → Inventory Center.

Step 2: Click the Audit Inventory tab (4th of the 6 top tabs).

Step 3: The screen opens with past audits listed on the left and the count detail panel on the right.

Open an existing audit

Step 1: Click the row for the audit you want to work on.

Step 2: The right panel populates with that audit's items, scoped to the active sub-tab.

Step 3: The audit's title appears at the top of the right panel.

Step 4: Use the four sub-tabs to move through the workflow.

What each sub-tab does
  • Counted — items already counted on this audit. Per-row Counted button to record a count.
  • Not Counted — items in scope that haven't been counted yet.
  • Reconcile — variance review before commit. Adds an Adjustment column. Has a callout box at the bottom with usage instructions plus a Reconcile Inventory button.
  • Gain/Loss — post-reconcile summary. Adds Change and Cost Change columns, with a Total Change running total.
Use the Barcode Scanner

Browser Audit Inventory now supports a Barcode Scanner input field at the top of the right panel. You can scan items directly into the audit instead of finding each item in the list. Connect your scanner and start scanning.

Step-by-Step: Run the workflow

Step 1: Open the audit from the left panel.

Step 2: Switch to Not Counted to see what still needs counting.

Step 3: Walk your physical count. Use the Barcode Scanner field or the per-row Counted button to record what you counted.

Step 4: When everything is counted, switch to Reconcile. Review the Adjustment column to see where your counts differ from system on-hand.

Step 5: Read the callout at the bottom — it'll tell you whether reconcile is allowed yet (e.g., you may need to clear Not Counted first).

Step 6: Click Reconcile Inventory in the bottom-right of the callout to commit the changes. This action can not be undone.

Step 7: Check the Gain/Loss sub-tab for the final summary — Change and Cost Change per item, with a Total Change at the bottom.

Filter the items in any sub-tab

Each sub-tab has the same filter row: search box, three dropdowns (Department, Sub-Department, Category), Search and Clear Search buttons.

Edit a saved audit

Click EDIT at the top-right of the right panel to make changes to a saved audit.

Export to Excel

Use the Excel export icon at the bottom-left of the Counted and Gain/Loss sub-tabs to export the current view.

Who uses this and when

Inventory managers and pro shop staff conducting physical counts. Use it on monthly or quarterly cycles, at end-of-season, or anytime you suspect shrinkage and need a spot check.