Audits: overview and best practices
This article applies to Greenbits.
Perform regular audits to ensure the physical inventory in the store matches the quantities in Greenbits.
There are two ways to audit in Greenbits:
- Quick Audit: Greenbits recommends you start with a Quick audit. They are a great way to audit a section of your store.
- Inventory Audit: Do an Inventory audit when you want to audit your entire store. This can be useful if your store had an issue with theft.
Develop a regular auditing schedule
- Regular audits save you time and effort. It can prevent small discrepancies from becoming complicated compliance headaches down the road.
- Develop a consistent schedule of auditing one or two Product Types each day during hours that you are less busy.
- Audit Product Types with less inventory on busier days and products with more inventory on slower days.
How a Quick audit in Greenbits works
- Filter the items you want to audit and print a list to refer to while weighing or counting.
- Enter the amounts into Greenbits, review any adjustments, and save your audit.
How an Inventory audit in Greenbits works
- You can hand count your inventory or scan each item to count it.
- Record quantities in a text file (if scanning) or spreadsheet (if hand counting) and then upload it in Back Office.
- Greenbits compares the inventory in your uploaded file against the quantities in Greenbits.
Things to keep in mind about audits
- Make sure all Products under a Product Type have the same unit of measure.
- Categorize weight-based flower and pre-pack flower under separate Product Types.
- Convert to change weight-based inventory into units where appropriate.
The process is different depending on the type of audit and what type of inventory you'll be auditing:
- Quick Audit
- Inventory Audit unit-based inventory with a scanner
- Inventory Audit weight-based inventory or conduct a hand-count
More audit information
- Inventory Audit: set your scanner to HID mode
- Inventory Audit: set up Google Docs on your iPad
- Inventory Audit: troubleshooting