Viewing Audit Reports
Overview Tab
The default page is the “Overview” which offers a snapshot of the contents of the audit report, including: date, time, dispensary and user as well as #s of items, CaseIDs, LucidIDs, Other IDs, and summary notes. Next we’ll walk through each of the tabs at the top of the page.
Inventory Packages
“Inventory Packages” allows you to search and see the Regulator ID, # of total units, CaseIDs, LucidIDs, Brand and Product Name.
POS Products
“POS Products” will show the POS Product Name and the counts for items, packages, CaseIDs, and LucidIDs
Audit Sessions
“Audit Sessions” shows all audit sessions added to this report with date, creator and the number of IDs; you can also remove it from the report and add additional audit sessions at the bottom.
Captured CaseIDs
“Captured CaseIDs” shows the list of CaseIDs with the inventory regulator UID, brand, product names, and batch.
Captured LucidIDs
“Captured LucidIDs” shows the list of LucidIDs along with their CaseID, brand, regulator UID, Product Names and Batch.
Captured Other IDs
“Captured Other IDs” displays the Metrc IDs and the item counts.
Editing Reports
Click “Edit” in the upper right hand corner and you can update the name and summary notes.
Update Name and Add Summary
You can update the Name and Add in a Summary. Once you’re done, click “Update Inventory Audit Report” to save or click “Cancel Updating of Inventory Audit Report” to cancel.
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