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Performing Audits with workSmart! V5.0
Mobile Workforce Confidential and Proprietary P a g e | 1
workSmart! Territory Manager:
Performing Audits with workSmart!
(Version 5.0)
Copyright Notice
© Copyright 2013 Mobile Workforce, Inc. All rights reserved.
Mobile Workforce, Inc. has copyright ownership of the Mobile
Workforce-workSmart! applications and other software related
materials. This manual may not, in whole or in part, be copied,
photocopied, reproduced, translated, or reduced to any
electronic
medium or machine-readable form without prior consent, in
writing, from Mobile Workforce, Inc. All Mobile Workforce, Inc.
software
is licensed in accordance with the terms and conditions of the
purchase, lease, or license agreement by which this software
product
was acquired. No ownership of Mobile Workforce, Inc. software
products is transferable. Law prohibits the use of this
software
beyond the terms of one or more of the aforementioned
agreements, without the written consent of Mobile Workforce, Inc.
Microsoft,
Windows, and Internet Explorer are either registered trademarks
or trademarks of Microsoft Corporation in the United States
and/or
other countries. WorkSmart!, workSmart!-Mobile, workSmart!, are
registered trademarks of Mobile Workforce, Inc.
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Contents 1. Audit
Goal.............................................................................................................................................
3
1.1. Basic steps:
....................................................................................................................................
3
1.2. Additional Resources
....................................................................................................................
4
1.3. Hardware
Requirements:...............................................................................................................
4
2. Performing Audits using the worksmart Audit Tools.
..........................................................................
5
2.1. Audit Each Inventory Location
.....................................................................................................
5
2.1.1. Audit on workSmart! LT:
.....................................................................................................
5
2.1.2. Audit on workSmart! iBreeze:
..............................................................................................
6
2.1.3. Audit on workSmart! Tempest
..............................................................................................
6
2.1.4. Auditing Tips
........................................................................................................................
7
2.2. Sync with office
............................................................................................................................
7
2.3. “Make it So” for loose items.
........................................................................................................
7
2.3.1. Updating WorkSmart
............................................................................................................
7
2.3.2. What about the kitted items?
.................................................................................................
8
2.3.3. Repeat the above for each inventory location.
......................................................................
8
2.4. Audit Reports
................................................................................................................................
8
2.4.1. Combined SKU/Lot Report
..................................................................................................
8
2.4.2. The Combined By Location
..................................................................................................
9
2.5. Resolve any issues with the manufacturer
..................................................................................
11
2.6. Adjust the inventory in workSmart as needed
............................................................................
11
2.7. You are done!
..............................................................................................................................
11
2.8. Things to carefully watch for.
.....................................................................................................
11
2.9. Make It So
...................................................................................................................................
12
3. Performing Audits using Excel or Text files.
.....................................................................................
14
3.1. Audit File format
.........................................................................................................................
14
3.1.1. Loose Parts Audit
File.........................................................................................................
14
3.1.2. Loose parts, and items in kits.
.............................................................................................
15
3.2. Send the file to Mobile workforce Support
.................................................................................
15
4. Need Help? Contact us!
......................................................................................................................
16
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1. Audit Goal Get an accurate count of your physical on hand
inventory, update workSmart! to match your
physical count and tell the manufacturer what you have.
There are two basic approaches. The first one is to use the
audit functions built into workSmart
iBreeze, Tempest, and LT to audit each inventory location. The
resulting audit files are synced to
office. This is the preferred solution as it prevents data
manipulation errors. The second approach is
using excel, or text files, to manually record the inventory.
This solution is not preferred as it tends
to introduce errors due to typing errors and issues with Excel
transforming numeric item numbers
and lot numbers.
1.1. Basic steps: Audit items in each location. Audit kits and
loose items, using the workSmart audit tools to
create audit files.
Sync Audit files to web.
Use "Make it so" function to update inventory location based on
audit results. Repeat for each
inventory location.
Total everything up for an overall distributor wide total using
the workSmart on hand report.
Compare to what the manufacturer thinks the distributor has.
Update workSmart inventory with any final adjustments.
workSmart Audits
Audit location using iBreeze or Tempest or LT
Sync Audit Files to web.
Group all Audit files for overall Audit
Make it So, update inventory locations with loose parts
Kits Updated on workSmart as part of upload.
Comparison Report Audit vs original on hand.
Generate Rollup Report
END
Distributor Action
Manual Step
workSmart! Function
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1.2. Additional Resources WorkSmart! Quick Guide to an iBreeze
Audit: Associate Edition
WorkSmart! Quick Guide to an LT Audit
Quantity Barcode Cheat Sheet
1.3. Hardware Requirements: iBreeze
o iPhone IOS 4.0 +
o iPad IOS 4.0 +
o iPod IOS 4.0+
o Opticon Blue tooth scanner
workSmart! LT (Intended for complete Audit Functionality)
o Lap top with at least 4GB of RAM (Netbooks are generally too
under powered)
o Desk top with at least 4GB of RAM
o USB tethered scanner
workSmart! Tempest
o Android OS Tablet (Android OS version 2.3 or greater)
o USB tethered scanner.
o Pidion BIP-6000 Combination Android PDA/laser scanner
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2. Performing Audits using the worksmart Audit Tools.
2.1. Audit Each Inventory Location Using workSmart iBreeze
1.0.32 or greater, or workSmart LT 1.2 or greater, create an
audit
record. Each audit record will include the name of the inventory
location, a date and time of the
audit, and the sku, lot#, expiration date, and quantity of the
items scanned. One or more audit
records can be created per inventory location. The audit wizard
will prompt you to select an
inventory location for each new audit record.
Use workSmart! iBreeze 1.1 or great,er workSmart! LT or
workSmart! Tempest to audit Kits,
recording the kit sku, identifier, and the items that are part
of the kit. The kit information is kept
as part of the audit file, and included in the information
synced to the office.
2.1.1. Audit on workSmart! LT:
Click submit when you have
finished the audit file
Click add to add items to your audit file
Select the workSmart! location you are auditing
Click save if you are not done with your file to go back
later
Click to
remove items
not yet added Scan or type in product information
Select “Kit” and from the drop down menu identify
the specific kit you are auditing Select “Loose
Item” for
auditing loose
inventory.
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2.1.2. Audit on workSmart! iBreeze:
2.1.3. Audit on workSmart! Tempest
Select the workSmart! location you are
auditing
Click submit when you have
finished the audit file
Click Save If
you are not
done with
your file to
go back later
Add product
manually Scan product
Enter a
reason
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2.1.4. Auditing Tips
If needed, multiple audit records per location can be created,
as they can be combined
later. Try to limit each audit file to at most about 100
items.
2.2. Sync with office After completing the audit record(s).
SUBMIT it, and perform a SYNC WITH OFFICE. The audit
record will be synced up to workSmart on the website, so the
distributor inventory manager
can use the audit information.
Kits will be immediately updated in workSmart with the audit
results.
Loose items will not be updated in workSmart until the “Make it
So” step is completed.
2.3. “Make it So” for loose items.
2.3.1. Updating WorkSmart
On the workSmart! Territory Manager web site, update workSmart!
with the audit results
for each inventory location.
Be sure all the audit files the location have been synced to the
office.
Select ALL the audit files for a location, and select the Adjust
Inventory button.
The next page shows a report showing the audited amount, items
received and
transferred out since the audit was taken, the current on hand
numbers, and the
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calculated new total. The user can then make immediate
adjustments if needed. Select
the Make It So! button to update the inventory location
contents.
2.3.2. What about the kitted items?
The kits have already been updated, and are not included in the
current On Hand
numbers. All kitted items are not changed during the Make It So!
process. Only the loose
items are updated.
2.3.3. Repeat the above for each inventory location.
2.4. Audit Reports Once the audit files have been all synced to
the office, now they can be combined into single
groupings per inventory location, or a single grouping for the
entire distributor. This groupings
can be then used to generate the necessary audit reports.
2.4.1. Combined SKU/Lot Report
Select the required audit files and run the report to generate
a
full rolled up overall count by SKU and lot for the entire
distributor.
2.4.1.1. Inventory Audit Report
This report shows all the inventory in the distributorship
rolled up by sku and lot.
This report can be used as the overall distributor inventory
report that the distributor
can send to the manufacturer.
Manufacturer Sku Description Lot Number Expiration Audit Qty
Unit Price Subtotal
MWF Mfg M-1000 Screwdriver 2468 02/2015 232 150.00 34,800.00
MWF Mfg M-1000 Screwdriver 2468AC 1 150.00 150.00
MWF Mfg M-1000 Screwdriver 45645 03/2013 3 150.00 450.00
MWF Mfg M-1000 Screwdriver 951159 10 150.00 1,500.00
MWF Mfg M-1000 Screwdriver NONE 1 150.00 150.00
MWF Mfg M-1004 Cannulated Drill 4mm NONE 5 98.00 490.00
MWF Mfg M-1005 Cannulated Drill 5mm 789 02/2012 18 98.00
1,764.00
2.4.1.2. On Hand Comparison
This comparison shows the audit results to the overall on hand
report. This can be
used by the distributor to identify variances and inventory
control issues.
Manufacturer Sku Description Lot Number Expiration Audit Qty
On Hand
Difference Unit Price Extended Price
MWF Mfg M-1000 Screwdriver 000000000o9ingh 0 4 4 $ 150.00 $
600.00
MWF Mfg M-1000 Screwdriver 1234 0 0 0 $ 150.00 $ -
MWF Mfg M-1000 Screwdriver 12345 0 22 22 $ 150.00 $3,300.00
MWF Mfg M-1000 Screwdriver 123456 10/2011 0 12 12 $ 150.00
$1,800.00
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2.4.1.3. Consigned Comparison
This report shows the current on hand inventory along with
Manufacturer owned
consigned inventory. Comparing with the Mfg consigned amount is
only useful if we
have the consignment report from the Mfg. Currently we have it
for Acumed in the
data feed and for Arthrex distributors on an ad hoc basis.
Manufacturer Sku Description
Lot Number
Expir ation
On Hand Inbox
OnHand-Inbox
MfgConsigned
OnHand-MfgCons
igned Unit Price Extended Price
MWF Mfg M-1000 Screwdriver 000000000o9ingh
4 0 4 0 4 $ 150.00 $ 600.00
MWF Mfg M-1000 Screwdriver 1111 05/2014 4 0 4 0 4 $ 150.00 $
600.00
MWF Mfg M-1000 Screwdriver 1234
9 2 7 0 9 $150.00 $ 1,350.00
MWF Mfg M-1000 Screwdriver 12345
22 0 22 0 22 $ 150.00 $ 3,300.00
2.4.2. The Combined By Location
The report generated by the button shows the inventory
status
broken down by inventory location.
2.4.2.1. Inventory Audit Report
This is a report on the selected audit files, with the data
broken down by inventory
location, but rolled up by sku and lot. This provides a snapshot
of what the audit
results are for each inventory location.
Audit Number Manufacturer Location Sku Description Lot Number
Expiration Kit Number Audit Qty
L0952BB673442 MWF Mfg .Office A-Sample-kit For demonstrative
purposes SAMPLE-KIT 42
1
L0952BB673442 MWF Mfg .Office M-1000 Screwdriver 2468
02/2015
1
L0952BB673442 MWF Mfg .Office M-1000 Screwdriver 2468 02/2015
A-Sample-kit:SAMPLE-KIT 42 1
L0952BB673442 MWF Mfg .Office M-1000 Screwdriver 2468AC
A-Sample-kit:SAMPLE-KIT 42 1
L0952B0C01EB7 MWF Mfg .Office M-1000 Screwdriver 45645
3
L0952B0C01EB7 MWF Mfg .Office M-1000 Screwdriver 951159
10
L0952BB673442 MWF Mfg .Office M-1004 Cannulated Drill 4mm
NONE
5
L0952BB673442 MWF Mfg .Office M-1005 Cannulated Drill 5mm
789
18
L09521AFF36A5 MWF Mfg Lynn Lewis M-1000 Screwdriver 2468
230
L09521AFF36A5 MWF Mfg Lynn Lewis M-1000 Screwdriver NONE
1
2.4.2.2. On Hand Comparison
This report shows the audit results compared to the on hand
quantity recorded in
workSmart, broken down by inventory location. The "Adjusted On
Hand" the on hand
amount as recorded in workSmart, less any items that have been
sold, and are
recorded on an order that has not been submitted yet. Such items
are still recorded
as on hand in workSmart, because the order has not been
submitted yet. Think of the
"Adjusted On Hand" amount as the expected physical count if the
On Hand amount
was correct.
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The Difference column is therefore the variance between the
expected physical
count, and the actual physical count results.
Manufacturer Location Sku Description Lot Number Expiration
Audit Qty On Hand Qty
Adjusted On Hand Difference Unit Price
Extended Price
MWF Mfg .Office M-1000 Screwdriver 1234
0 -1 -3 -3 150.00 -450.00
MWF Mfg .Office M-1000 Screwdriver 2468 02/2015 1 1 -2 -3 150.00
-450.00
MWF Mfg .Office M-1000 Screwdriver 2468aC
0 1 1 1 150.00 150.00
MWF Mfg .Office M-1000 Screwdriver 2468tia 05/2014 0 38 38 38
150.00 5,700.00
MWF Mfg .Office M-1000 Screwdriver 45645 03/2013 3 4 4 1 150.00
150.00
MWF Mfg .Office M-1000 Screwdriver 4564564 01/2017 0 1 1 1
150.00 150.00
MWF Mfg .Office M-1000 Screwdriver 951159
10 0 0 -10 150.00 -1,500.00
2.4.2.3. Make It So
This report is used to update the workSmart inventory location
to accurately reflect
the results of the audit, and take into account inventory
changes at the location since
the physical audit due to new orders, new inventory added to the
location, and any
transfers of inventory into and out of the location.
Description of the quantity columns:
Audit Quantity : This is the rolled up physical count
result.
Order: This is the count of the item in pending orders in the
order in box. These are orders that were created before the
physical count, but have not been processed.
Transfers In: Amount of new inventory transferred into the
location since the count.
Transfers Out: Amount of inventory transferred out to other
locations since the count.
Received: Amount of new inventory (for this sku and lot)
received into the location since the count.
Processed: Amount of this sku and lot deducted from inventory in
orders processed since the count.
On Hand: The current on hand amount for this sku and lot.
Adjusted On Hand: The workSmart On Hand amount taking into
account the transactions since the count.
Make it So: This is the audit quantity+Orders+Transfers
in-Transfers out+Received-Processed.
o Order Amount added, so when they are processed and deducted,
the resulting count matches the physical count.
o Transfers In added, since they add to the physical amount on
hand. o Transfers Out subtracted, since the items have been
physically removed since
the count. o Received added, since they add to the physical
amount on hand. o Processed subtracted, since the items have been
physically removed since the
count.
Manu facturer Location Sku
Descrip tion
Lot Number Expiration Audit Qty Order
Transfer In
Transfer Out Received Processed
On Hand
Adjusted On Hand
Make It So
MWF Mfg .Office M-1000 Screwdriver 1234 0 2 0 0 0 0 -1 -3 2
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MWF Mfg .Office M-1000 Screwdriver 2468 02/2015 1 3 0 0 0 0 1 -2
4
MWF Mfg .Office M-1000 Screwdriver 2468aC 0 0 0 0 0 0 1 1 0
MWF Mfg .Office M-1000 Screwdriver 2468tia 05/2014 0 0 0 0 0 0
38 38 0
MWF Mfg .Office M-1000 Screwdriver 45645 03/2013 3 0 0 0 0 0 4 4
3
MWF Mfg .Office M-1000 Screwdriver 4564564 01/2017 0 0 0 0 0 0 1
1 0
MWF Mfg .Office M-1000 Screwdriver 951159 10 0 0 0 0 0 0 0
10
MWF Mfg .Office M-1000 Screwdriver NONE 0 7 0 0 0 0 0 -7 7
MWF Mfg .Office M-1000 Screwdriver sdfsdf 03/2008 0 0 0 0 0 0 3
3 0
2.5. Resolve any issues with the manufacturer Typically this
will involve identifying items that were missed in the audit or
issues caused by
incorrect lot selection.
2.6. Adjust the inventory in workSmart as needed Receive items
that were not included in the audit, or perform other adjustments
as needed. To
adjust inventory , use the inventory search for the SKU/Lot to
identify the specific part
2.7. You are done!
2.8. Things to carefully watch for. We have found that with some
older “netbook” laptops, workSmart LT appears to run slowly,
specifically, it takes one or two seconds to for the scanned
item to come up on the audit after
being scanned. This quickly becomes frustrating. The delay is
due to a shortage of memory on
the netbook, which causes workSmart LT to take longer than
expected to parse the scanned
barcode retrieve the catalog information for the scanned item.
Newer laptop computers, and
desktop computers do not appear to have this issue. Refer to
Sec. 1.3.
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2.9. Make It So Updating workSmart Inventory locations using the
Make It So function.
Log in as a user with inventory manager user privileges and
navigate through the Inventory
tab to View inventory audits.
Select an Audit Group, such as Feb 2013 Audit.
This will Show the audit files for the grouping.
Select all the audit files for a single Inventory Location. Then
Select the
Button.
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The next page shows the calculated audit results for the
location. Make any adjustments to the
loose items in the Make It So column, then click on the button
to update the loose
items in the inventory location.
The Make it So screen shall show kits as the top level item (Kit
sku and kit identifier), but the kit
contents are not shown. When the Make It So button is pressed,
only the displayed loose
items are updated.
Repeat the above steps for each inventory location.
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3. Performing Audits using Excel or Text files. Sometimes sales
reps cannot perform an audit using workSmart, and can only capture
audit data
into a basic Excel File. Here are some tips for creating the
files.
Create one file per inventory location.
Record the inventory location name as the file name.
Record the sku (or item number) for each item, the lot number,
and the quantity. The item
expiration date should be included as well, but it is not
absolutely necessary. If there isn't a lot
or serial number for the item, leave the lot number blank.
Kit contents can be recorded as well, by showing the kit type
(template), and the kit identifier
for each item in the kit.
Be careful recording SKUs and Lots that are all numbers. Excel
will remove leading zeros. Format
the SKU and Lot columns as TEXT fields.
3.1. Audit File format
3.1.1. Loose Parts Audit File
Create an excel file with the data in the below columns.
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3.1.2. Loose parts, and items in kits.
3.2. Send the file to Mobile workforce Support Once the file is
complete, immediately forward the file to Mobile Workforce Support,
who can
import the excel into workSmart as an audit file.
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4. Need Help? Contact us! Mobile Workforce Support Team
Phone: 360-874-2424
Email: [email protected]
Hours: 6:00am-6:00pm PST Monday – Friday
*Note: If additional support is desired that would otherwise
fall outside of the normal hours of operation
please put in your request a week prior to your auditing date
and we will do our best to work with your
schedule.
mailto:[email protected]