Use the Invoices > Inventory Audit tab to create reports based on inventory changes in FieldPulse. Inventory auditing allows you to keep track of all inventory changes for both regular and serialized inventory. You can view historical changes across the board, per team member, or by specific inventory hubs.
Benefits of Inventory Audit
Accountability: Know who made changes to the inventory and when.
Accuracy: Keep track of discrepancies between expected & actual inventory levels.
Transparency: Ensure all inventory changes are logged and traceable.
By utilizing the Inventory Audit report, you can maintain an accurate and transparent record of all inventory changes, helping you manage your inventory more effectively.
Create an Inventory Audit Report
Date Range
Begin by selecting the type of inventory items you'd like to use to generate the report. You can select regular and serialized inventory items, or report on the inventory levels for each product type separately.
Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Columns
Select the columns to include in your report by clicking Columns. The item usage report includes these columns by default:
Item Name: Line item name
Date/Time of Change: Date/time inventory quantity was changed
Original Quantity: Quantity before the change
New Quantity: Quantity after the change
Hub: Location of item
Type of Change: How the inventory was changed (manual adjustment, invoice deduction, order replenishment)
Changed By: User who initiated the change
Related Invoice: Related invoice record #
SKU/ID#: Item #/SKU
Serial Number: Serial number
ID Number: ID number (serialized inventory only)
Reference Number: reference number (serialized inventory only)
Supplier Name: Supplier linked to inventory item
UPC: UPC/barcode
Unit Cost: Unit cost
Unit Price: Unit price
Order Number: Purchase order number
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
Item Name: filter by contents
Date/Time of Change: filter by date
Hub: select hub
Type of Change: select change type
Changed By: filter by contents
Related Invoice: filter by contents
SKU/ID#: filter by contents
Serial Number: filter by contents
ID Number: filter by contents
Reference Number: filter by contents
Supplier Name: filter by contents
Order Number: filter by contents
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
Operator | Retrieves Data | Example | Data Retrieved |
Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Inventory Audit Report Best Practices
Specify the time frame for the audit.
Filter by team member or inventory hub to get a comprehensive view of all inventory changes.
Group the report by Item Name to view all changes to a specific item.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.