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Inventory 7 - Audits

 

Audits are an important part of the Inventory ability. Select the Audits node in the sidebar and click the green plus to start a new Audit. Give the Audit a name, a date works very well for this.

Check the boxes for each item that you would like to include on the Audit. If you have many similar items, show the item images to eliminate confusion during the Audit.

Once all of the items have been selected, click the Start Audit button at the bottom of the Inventory ability. If need you can print out the Audit to allow multiple people to work on the Inventory of the office.

Once the Audit has been completed, enter the current stock and any additional comments into MacPractice. 

Click Complete to finalize the Audit and adjust the current stock.

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