Purpose

Warehouse audits help to ensure that all aspects of your warehouse are up to date and help operators find any discrepancies in services. These features are central to operators who use the Warehouse Module.

Regular, periodic auditing is recommended for each Area Zone. The frequency of such audits will depend on your needs. 

If you encounter any issues, please reach out to your Customer Success representative, or to Parlevel Support at support@parlevelsystems.com or 210-200-8873 (Option 1).

Process

1. Login to your VMS.
   
   
2. From the Main Menu at the top of the page, select the Warehouse option. A dropdown menu will appear, from which you can select the Audit option. 
   
   
3. The Inventory Audit page will now appear. On this page, you can see any past audits that have been conducted for your organization. 
   To start a new audit, navigate to the top right corner of the of the page and select the green New Audit button.
   
   
4. You will now be taken to the Inventory Audit: Area Zone page. From here, you may select an Area Zone from the dropdown menu, then select the Audit button. 
   
   
5. The Inventory Audit page for your chosen Area Zone will now appear, displaying the product information for your area zone's products.
   
   
   Here you can:
   1. Search the barcode number of a product using the Barcode search bar in the top-left corner of the screen.
      • Learn more about barcodes by reading the article Parlevel - Adding UPCs
        
   2. Filter the products using any of the product fields, which are: 
      • Prekit Sequence: the ordering of the product according to its Prekit Sequence designation
        
        
      • CST ID: the ID of the product
        
        
      • Product: the name of the product. When a product name is clicked, the product modal for that product will open.
        
        
      • Family: the family of products the product belongs to
        
        
      • Brand: the brand of the product
        
        
      • Container: the container type of the product
        
        
      • Case Qty: the number of units per case
        
        
      • Cases: the number of cases you currently have of the product. This must be a whole number. This number will be multiplied by the case quantity to display a total in the Audit column.
        
        
      • Units: the number of units, if your current inventory does not contain a full case. This number will be added to the total from the Cases column.
        
        
      • Audit:  the total number of units, indicated by the Cases and Units columns.
        
        
      • Current Inventory: This is the units of inventory currently listed in your inventory.
        
        
6. Once you have completed updating all relevant inventory amounts, click on the Options dropdown in the upper-righthand corner. From this dropdown, you can choose to print, save, or cancel your audit.
   • You will also have an additional option to delete products from this audit by first checking the boxes for the desired products, then selecting the button Delete Selected Inventories.