Learn about filters, search options, and statuses for in-progress and past inventory audits in Dutchie POS.
The inventory auditing tools in Dutchie POS are designed to help you make sure your physical inventory matches the quantities in the Backoffice and efficiently identify and address any discrepancies. Adjustments are then reported to integrated traceability systems like Metrc and BioTrack so your inventory stays in sync across platforms.
This article details the filters, search options, and statuses for in-progress and past inventory audits. Related articles include:
Audit search
On the Products > Audits page, you can use the search bar to search audits by room, brand, category, or the user who started the audit.
From within an audit, you can search by package ID or product name.
Filters and statuses
The Statuses button allows you to filter filter audits by these statuses:
- Needs count - no quantities have been confirmed.
- In progress - at least one count has been confirmed and moved to the Counted tab.
- Needs review - in the Advanced workflow, employees have completed their counts and submitted the audit for manager review.
- In review - in the Advanced workflow, a manager has opened a “needs review” audit but has not yet completed their review.
- Completed - all counts have been confirmed and adjustments submitted. These audits can’t be edited or reopened.
Users with the Manage Audits At All Locations user permission can also view and manage audits from multiple locations by using the Locations filter.
Users without this permission can only view and manage audits for the location they’re logged into. The audits themselves are always location-specific.
Column configuration and sorting
Click the cog wheel to show, hide, and rearrange the columns in the audit table.
Brands, Rooms, and Categories columns on the Audits list will be empty for any audits that were started by selecting packages from the Inventory page. These columns only show information for audits that were started from the Audits page and are based on one or more of these criteria.
Additional reading