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.

Audit types and workflows

There are two different audit workflows:

• Advanced allows any user with the necessary permissions to enter quantities but requires a manager with additional permissions to review and complete audits.
• Simple allows any user with the necessary permissions to enter quantities and complete an audit, with no manager review required.

Audits can also be blind or non-blind:

• Blind means expected quantities, discrepancies, and adjustment reasons are hidden during the initial count. Managers can see the expected quantities and select adjustment reasons during the review phase.
• Non-blind means all audit participants can see expected quantities and discrepancies and select adjustment reasons at any phase of the audit.

Therefore, there are four possible audit types:

Advanced blind audit

Users entering quantities cannot see the expected quantity or select an adjustment reason for any package in the audit. After entering quantities for each package, they submit the audit for review. At the review stage, a manager can view and confirm the expected quantities and select separate adjustment reasons for packages with discrepancies before completing the audit.

Advanced non-blind audit

This is identical to an advanced blind audit except the employees performing the audit can see the expected quantities and select adjustment reasons for packages with discrepancies.

Simple non-blind audit

Any user can see expected quantities and select adjustment reasons, with no manager review step. Use this audit type when the same person is performing and completing the audit.

Simple blind audit

While this audit type is supported, it is not generally recommended because even managers can’t see the expected quantities or discrepancies before submitting adjustments. This audit type also does not allow you to select individual adjustment reasons for each package and instead uses a single adjustment reason for all adjustments.

Permissions

You can control which specific actions each user can perform in an audit by editing permissions.

Permissions related to inventory audits include:

• Close Reconciliation (complete a simple audit)
• Create Reconciliation and Edit Reconciliation (create an audit)
• Create Simple Audits (create audits that do not require manager approval)
• Enter Reconciliation Data (add packages to an existing audit)
• Manage Audits At All Locations
  • If a user has the Administrator permission for any location, they can view all other locations' audits even if this permission is deselected.
• View Reconciliation (view audits)

There are additional inventory permissions that may also be necessary for employees participating in audits, including:

• Adjust inventory
• Move inventory
• View Inventory History
• View Inventory Transactions

Manager permissions

These permissions grant a user the ability to review and confirm Advanced audits:

• View Blind Audit Expected Quantities
• View Blind Audit Products With Differences

If you're integrated with Metrc, also verify that managers have the appropriate permissions in Metrc.

What's next?

• Conduct an inventory audit in Dutchie POS
• Best practices for inventory auditing and reconciliation in Dutchie POS