Inventory Audit Report GuideLast updated on 03/22/2022
Purpose of the Inventory Audit Report:
This report provides a detailed list of materials (inventory items) used by technicians in the field. You may filter the report by job business unit or by technicians business unit. Data is based on job completion dates.
Common uses for this report:
Use this report to view the job number, completed on date, technician name, cost of the material item, item code, description of the material item, quantity, and other information.
How to find this report:
Click Reports > Search Inventory Audit > Click the report name. Then you will be able to set filters and run the report.
Job Business Unit
Filter by job business unit. This report can be run by a single job business unit or all job business units.
Tech Business Unit
Filter by tech business unit. This report can be run by a single tech business unit or all tech business units.
Filter by technician. This report can be run by a single technician or by all technicians.
Job Completed Date
Filter by job completed date.
Job Scheduled Date
Filter by job scheduled date.
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Run Report to view the report.
The report can be exported in three different formats:
Export to PDF (*.pdf) (click the dropdown arrow next to Export)
Export to Excel (*.xlsx) (click the dropdown arrow next to Export)
Export to Comma separated (*.csv) (click the dropdown arrow next to Export)
Explanation of report columns
The report includes the following columns:
Job number of the job where the material item was used. You will see the material item on the invoice attached to the job.
Date the job was completed.
Technician who used the material item(s). This is the technician attached to the invoice at the time the material item was added. If more than one technician is assigned to a job, only the name of the first technician assigned to the job will display.
Job type. This is the job type set when the job was booked.
How to configure - Type: You are prompted to select a job type when booking a job from the Calls page. To view or change the job type attached to a job, navigate to the Job and click on the Edit Pencil to reach the Edit Job screen. Use the Type dropdown to set the job type. Then, click Save.
Total cost of entire quantity of the material used.
Calculation - Total: [Material Cost] x [Quantity]
How to configure - Material Cost: Material cost is located in Settings > Pricebook > Materials > Edit Material.
Code for the material item from the Pricebook.
(Report columns continued)
Description of the material item from the Pricebook.
Quantity of the material item used.
Job Business Unit
Business unit attached to the job.
How to configure - Job Business Unit: You are prompted to select a business unit when booking a job from the Calls page. To view or change the business unit attached to a job, navigate to the Job and click the Edit Pencil to reach the Edit Job page. Use the Business Unit dropdown to set the business unit. Then, click Save.
Tech Business Unit
Business unit attached to the technician.
How to configure - Tech Business Unit: To view or change the business unit attached to a technician, navigate to Settings > Technicians > Edit Technician. The Business Unit dropdown is located under the Profile tab. Set the business unit as desired. Then, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.