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Adding or Updating Retail Audit Information for an Account

Complete the following procedure to add or update retail audit information for an account.

To add or update the retail audit information for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

   All details for the selected account are displayed in the work area.

3. Update an existing retail audit record for the account as follows:
   1. Tap Retail Audits in the work area, and then tap the retail audit record that you want to update.

      You can filter the records displayed in the list as follows:

      • Tap Product, then choose one of the following options to filter the list: Account Code, OOS, Facing number (#), or Product.
      • Tap the Search bar, enter a search string, and then tap Go.
   2. Tap Edit, and update the retail audit record as required.
   3. Tap Save when finished.
4. Create a new retail audit record for the account as follows:
   1. Tap Retail Audits in the work area, then the plus (+) icon.
   2. Enter the information for the new retail audit record on the page that opens.

      For example, complete the following fields:

      • OOS. Indicate whether the product is out-of-stock.
      • Shelf Stock. Enter the quantity of the product on the shelf.
      • Back Stock. Enter the quantity of the product in the back room.
   3. Tap Save when finished.