Audit Process from Start to Finish

Introduction

• Purpose: Overview of the end-to-end audit process.

Step 1: Prepare for Audit

• Reset Current Data:

  • Ensures accurate results by starting with a clean slate.
  • Access: Client home screen -> Banner for Step 1
  • Previous inventory data:
    • Prompt to erase all data if necessary.

• Starting Options:

  • Walking Order:
    • Use pre-populated items from a master list or recent audit period.
  • Blank Inventory Sheets:
    • Wipe all data clean to start fresh.

• Select the Green Reset Button to confirm.

• After resetting, tap Let's Get Started.

• Banner for Step 1 turns green indicating completion.

Step 2: Perform Inventory

• Counting and Weighing Items:

  • Navigate via the blue bar labeled All to the specific section.
  • Summary or hash count provided.

• Scanning Process:

  • Select the Yellow Scan Icon.
  • Scan item barcode or manually type in the search bar.
  • Double-tap scanner button if keyboard is needed.
  • Use Green Apply Button and select the item from search results.

• Completion:

  • Tap on the Orb Icon at bottom left.
  • Green arrow pointing left to exit.
  • Banner for Step 2 turns green indicating completion.

Step 3: Send Inventory Data to Cloud

• Verification:

  • Tap on the banner for Step 3.
  • Verify summary details for each section.
  • Check the box for Yes I understand and wish to proceed.

• Uploading Data:

  • Tap the Green Proceed Button.
  • Notification of successful upload.

• Tap Okay to finalize.

Post-Audit

• Access Sculptures Online Inventory Platform for review and approval.