Stock audit (cycle count)

Steps

1. Start the audit. Go to Inventory → Stock Audit and click New Audit. The only thing to fill in is an optional Notes label (like "Monthly audit, Section A") — there are no scope settings to pick, so you just count whichever products you want. You can only have one audit running at a time; if one is already open, BitMed asks you to finish it first and offers to open it.

   

   1 is New Audit, 2 is a past audit — each one gets a number like SA-000001 with its status and dates, and opens read-only — 3 is the optional Notes, and 4 starts the session.

2. Count and record. In the Count Item row, search for the Product and pick the Batch — the list shows the system quantity (Sys: N) and expiry, so you're not counting blind. Type the Actual Qty you counted and click Record. Each line drops into the table below.

   

   1 is the running tally — counted, match and variance. 2, 3 and 4 are the three things you fill in; note the batch reads AZX500S331 (Sys: 10, Exp: 10/2027), so you can see what BitMed thinks is there while you count. 5 records the line.

   Until you record your first line, the header carries only Cancel Audit. The two Complete buttons appear once there is at least one count to complete.

3. Check the differences. The table shows Expected, Actual and Variance for every line, with a warning icon on any line that doesn't match.

   

   Here the tally (1) reads 1 counted · 0 match · 1 variance, and the line (2, 3) shows Expected 10 against Actual 5 — a variance of −5. Give the table a look before you finish.

4. Finish up.

   • Complete & Adjust Stock (6) updates stock so it matches your counts.
   • Complete (No Adjust) (5) closes the audit as a record without changing any stock.
   • Cancel Audit (4) ends the session without applying anything. Your recorded counts are kept for reference but can no longer be edited, and the store is free to start a new audit.

   Once it is finished the audit becomes read-only: the counts and variances stay, and the action buttons are gone.

   

   This is SA-000001 reopened after completion. 1 is the header — compare it with step 3, where Cancel Audit and both Complete buttons sat on the right. 2 and 3 are the tally and the line, preserved exactly as counted.

Tips

• Count one section at a time — just record those products and complete — instead of the whole store in one go.
• Complete & Adjust Stock fixes every difference together; there's no line-by-line approval, so give the table a look before you finish.
• A negative variance means the shelf holds less than the system thought; a positive one means more. Complete & Adjust Stock records the changes as stock movements linked to this stock audit. The completed audit retains your counts and variances.