Performing a stockroom audit

To create an audit in your Oomnitza instance:

1. Navigate to Locations>Audits
2. Click (+) Add to create a new audit
3. Enter your audit name and the stockroom where the audit is to be performed.
4. Click Save.
5. Add the Auditors. You need to add at least one auditor to proceed with the audit.
6. Add assets and accessories to the audit by navigating to the relevant tabs. You can automatically add all audits and accessories by selecting Add All in the lower right.
7. Toggle the Allow auditors to add option in the Accessories and Assets tab to enable auditors to create or add new assets and accessories when performing the audit.
8. Once you have assigned auditors and added assets and accessories, click Complete Audit Creation.

The audit is immediately assigned the status of New. Next, you will need to start your audit. You can do this by inviting the user assigned to the audit to sign in using the Oomnitza audit app. Once the audit begins, items in the audit list are blocked from any action. 

For detailed steps see Performing an audit using the Oomnitza audit app.