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InventoryCloud Mobile Audit Process

Russ Hart
2025-01-31
in InventoryCloud

The information below is the step by steps for performing an audit on a mobile device. Mobile Audits utilize and audit window. Audit Windows allow for a site to be audited and not having inventory to be counted more than once.

1. On the PC, go to Audit on the left hand side


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2. Click on Audit Window

3. Click on New

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4. Give the Audit Window a name and Start and End date

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5. Choose your Site(s) then click on Save at the bottom of the screen

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6. On your mobile device, login and go to your InventoryCloud app and go to Settings

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7. Click on Download - This ensures you have the latest information from your software on the mobile device

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8. After the download is complete, click on the back arrow at the top of the screen.

9. Click on Audit

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10. Click on the magnifying glass next to Audit Window Name and choose your audit window

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11. Click the lock icon next to Audit Window Name to lock in your Audit Window


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12. Scan your item label

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13. Enter Site

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14. Enter Location

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15. Enter Quantity

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16. Click on Audit

17. If you are connected to a network, when you click on Audit, it will automatically upload to your tenant. 

18. Continue scanning your items in that location and entering quantity

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19 .  Once you have completed your audit. go into Audit - Reconcile. Choose your Audit Window Name, the Site, Location and Start Date and click on Fetch Items.  If there were any discrepancies, they will be listed.

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If you wish to keep your count, click on Reconcile at the bottom of the screen. 

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