How to Complete Audits Using Count Mode

Count Audits are used to validate the inventory count of items in the dispensary by their POS/Metrc Package ID. The package tag IDs of all items in a particular location are downloaded from the POS to the Maverick Handheld. Item quantities are recorded using the barcode scanner and inputting the available quantity of each item in that location. 

From the Main Menu, Select the Product Management Module. Then Select Count Audit

Selecting Filters

To create a new Count Audit, you must select your audit filters. First, select the Room(s) to be audited; more than (1) room can be selected for an audit.  You can then further filter by “Product” Category, “Vendor,” and/or “Strain,” all of which are pulled down from your POS instance. The “Type” filter allows you to sort Cannabis or non-Cannabis products for your audit. 

Setting up filters for a location scan:

Once your filter parameters are set, hit “Filter,” and you will see the following progress view Screen:

This progress view shows the number of unique package IDs that have been counted and below the number of individual items/products from those packages that have been counted.  The “Packages” section displays a progress bar that updates as packages are scanned and counted. The package progress bar will update in green, orange, or yellow depending on the number of items counted in each package. Green/Good - packages that match their expected quantity  Orange/Over - packages over their expected quantity  Yellow/Under - packages under their expected quantity  The “Products” section continually updates to show the total number of items counted. The Arrow status updates as items are counted: Yellow (Down Arrow) - items counted under the expected quantity  Orange(Up Arrow) - items counted over the expected quantity  Green  (Check Mark) - items counted at the expected quantity

Selecting “View Package List” will toggle from the Progress view to the Package List View.

Package List View  The package list view shows the POS package ID, the number of items in Count, and the number of items Expected for each package ID.  Selecting or tapping the tag ID (hyperlink) will bring up the details related to that Package. As Package IDs are scanned and item counts are recorded, items will update the count quantity and change color depending on the status. Green/Good - Packages at their expected quantity  Orange/Over - Packages over their expected quantity  Yellow/Under - Packages under their expected quantity

Notes, Expiration Alerts, and Color Profile

The Package View list has icons next to each Package ID that allows users to edit notes and color profiles and view expiration alerts. 

	Set Note allows the user to capture additional data and upload it to the Web Console for review within the audit summary report.
	The color profile of products can be updated by selecting the paintbrush icon to the right of the tag ID. A product can be designated a color, and that will upload to the Audit report for later review.
	The Calendar icon indicates the product expiration date.  Red - Product is expired Green - The product has no expiration date Grey - The product is within the expiration date
	Edit allows users to update/revise the recorded quantity in both Tally and Count modes.

 

Counting Items 

Capture your item quantities by scanning the POS package ID. This will bring up the text box whereby you can enter the item quantity.  SET - Sets to new quantity inputted ADD - Adds to the  existing quantity already inputted  If you have turned on Expiration Alerts, they will appear here when products are scanned and counted.  You also will see how old the package is, in terms of days, if it has been set up within the Maverick Outlink web console.

As the audit is conducted, the progress view will update as items are scanned and counted.

The Package section displays a progress bar that updates as packages are scanned and counted. The package progress bar will update in green, orange, or yellow depending on the number of items counted in each package.

Green/Good - packages at their expected quantity 

Orange/Over - packages over their expected quantity 

Yellow/Under - packages under their expected quantity 

The Products section will update to show the total number of items counted. The Arrow status will update as items are counted.

Yellow Down Arrow - items counted under the expected quantity 

Orange Up Arrow - items counted over the expected quantity 

Green Check Mark - items counted at the expected quantity 

Red Warning Mark - Correct number of items counted, yet not under appropriate package ID. 

 

Report Uploads

Once your audit is complete, select the Upload button from the bottom of the screen. Name the report and select OK to upload. 

You will receive the Upload Complete notice and be prompted to close the report.