Introduction

The audit periods feature provides the ability to report across multiple site periods, to tie in with audit stock counts.  

To make use of this feature, users must be flagged as an auditor. 

Within a standard period, and auditor has the option to convert the period into an "Audit Period". An audit period works in the same way as any standard period, where: 

• Counts are entered as standard.
• The period approval process remains the same.
• Reporting for data throughout the duration of the period is available as standard.  

But by marking the period as an audit period, additional period reporting becomes available which reports on data between the count entered into the last period that was flagged as an audit period and the count in the current audit period. 

For example, a site may have weekly periods where stock is counted on a weekly basis, and every 6 weeks an audit count is completed. The 6 period is flagged as an audit period and: 

• Standard period reporting is available for that weekly period. 
• Additional audit period report is available for data spanning the 6 week period. 

Within audit period reporting, the data excludes any variances that occurred throughout the duration of the audit period. Therefore the audit period variance is based on the opening audit count, plus or minus movements throughout the duration of the audit period, less the closing audit count. 

Configuration

No additional configuration is required to use this feature, however this feature is only available to users that are flagged as an "Auditor". 

To set a user as an auditor: 

• Within the User Management section, locate and select the user to Edit The User.
• Select the Auditor checkbox and save. 

Using Audit Periods

A period can be converted to an audit period when in Pending state.

To convert the Pending period, within the period select [CONVERT TO AUDIT PERIOD] and confirm. 

Continue the process of entering counts and approving the period as standard. 

Within the audit period, and additional Audit Reports section is available at the bottom of the page which contains the following standard period reports, but in the data within the audit version of these reports is based on data spanning the audit period duration instead of just this one period: 

• Period Variance report
• Margin Summary & Stock KPIs report
• Margin Summary & Stock KPIs By Super Group report

If a period has been incorrectly marked as an audit period, it can be reverted back to a standard period whilst the period is in Pending state by selecting [REVERT BACK FROM AUDIT PERIOD] and confirming.