Inventory audits reconcile your physical stock with the quantities recorded in the system. The audit page provides both a grid view (card-based counting) and a list view (table-based counting), with support for till-level and location-level inventory tracking.
Accessing the audit
Navigate to POS > Inventory Audit. The page has two tabs:
- Inventory -- view current stock levels without entering counts
- Audit -- enter physical counts and identify discrepancies
Switch to the Audit tab to start counting.
Filtering inventory
Before counting, use the filter bar to narrow down which items to audit:
| Filter | Options |
|---|---|
| Search | Filter by product name, SKU, or category |
| Category | Show only items in a specific category |
| Stock level | All, In Stock, Low Stock (10 or fewer), or Out of Stock |
| Inventory type | All, Location-level, or Till-level |
| Till | When a till is selected, shows only items tracked at that specific till |
Counting methods
Grid view (card-based)
Each product appears as a card showing:
- Product image, name, SKU, category, and price
- System Stock -- the quantity the system expects, color-coded:
- Green for normal stock levels
- Orange for low stock (10 or fewer)
- Red for out of stock (0)
- Count -- use the + and - buttons or type a number directly
- Counted chip -- appears after you enter a count
- Discrepancy indicator -- shows the difference between counted and expected:
- Green with up arrow for overages
- Red with down arrow for shortages
List view (table-based)
A traditional table with columns for inventory type icon, SKU, name, category, variant, price, system stock, and a count input field. When no till is selected and tills exist, additional columns show per-till inventory levels.
Toggle between views using the grid/list icons in the toolbar.
Running an audit
- Select the Audit tab.
- Choose the till or location level to audit.
- Filter by category or stock level if you want to count a subset of items.
- For each item, enter the actual count on hand using the counter controls.
- Review discrepancies -- the system highlights items where the counted quantity differs from the expected quantity.
- Click Complete Audit to finalize.
Discrepancy details
When a discrepancy is detected, the card shows:
- The difference (e.g., +3 Overage or -2 Shortage)
- The shrinkage value -- the cost impact of the discrepancy, calculated as the difference multiplied by the item's cost price
Syncing inventory
The audit page includes a Sync button that refreshes inventory data from the server. Use this after receiving new stock or if you suspect the displayed quantities are stale.
For locations with Xero integration, a sync-from-Xero option pulls the latest stock levels from your Xero inventory items.
Printing
Click the Print icon to generate a printable inventory report. The report includes all currently filtered items with their stock levels, costs, and category assignments.
Exporting
Click Download to export the current inventory view as a CSV file. The export includes:
- Product name, SKU, category
- Current quantity, price, cost
- GL code
- Per-till inventory levels (if applicable)
Troubleshooting
Schedule regular audits -- weekly for high-volume items, monthly for slower categories -- to catch shrinkage early. Use the grid view on tablets for fast counting in the stockroom, and the list view on desktop for detailed review. Filter by "Out of Stock" to quickly identify items that need reordering.
Counts not saving -- Make sure you click Complete Audit after entering all counts. Simply entering numbers does not update system quantities until the audit is finalized.
Wrong stock level showing -- Click Sync to refresh from the server. If the issue persists, check whether a recent transfer or sale was not recorded properly.
Till inventory not matching location inventory -- Items with inventoryType: till are tracked separately at each till. A product's location-level quantity may differ from the sum of its till-level quantities if transfers have not been completed.