Warehouse - Create an Audit



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"Warehouse Audits" is the process by which a district can conduct a physical count of all inventories located in a warehouse.

  1.  Navigation:
  2. District View
  3. Inventory
  4. Audits
  5. Warehouse Audit Mgmt
  6. Create an Audit - Warehouse

  1. Click on inventory2.png Inventory, located in the Navigation Bar.
  2. Under the Audits subcategory, click on Audit Management. This opens the “District Audit Management” page.
  3. Click on plus.png Add.
  4. Enter the desired audit information. “Audit Name” and “Due Date” are required fields. Defaults include:
    • Materials - Include all material types or select one or multiple material types to include in the audit
    • SLC (State List Code) - Filter option to include a specific SLC in the report
  5. Click on nextpage.jpeg Next.
  6. Search for the desired audit.
  7. Follow the steps in “Review and Edit a Submitted Warehouse Audit.”
Note: Once the audit is verified, the inventory counts are frozen and will not change.