Audits: overview and best practices
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