Understand Physical Inventory Audits
You can use an audit to verify physical presence while preserving the recorded custody and location until someone explicitly reconciles a discrepancy.
On this page
Learn what an audit snapshots, how Location and Assignee scopes differ, and what its results mean.
Before you start
Plan needed: This task is available on Free. Existing records may remain available after a downgrade; see the plan guide for details.
Choose a scope
A Location Audit checks assets expected at a selected location. An Assignee Audit checks assets expected with a selected current holder.
Understand the fixed snapshot
When an audit starts, OrbitEquip snapshots the expected assets and their recorded location, holder, and status. Changes made later do not silently rewrite that audit's expected list.
Read the physical results
A scanned expected asset becomes Found. A scanned asset outside the snapshot is Unexpected. Expected assets still unscanned when the audit is finished become Missing.
Reconcile only after review
Completed findings remain fixed. An Owner or Admin can record an explicit follow-up such as Accept Current State or a supported move to the audited location.
Tips
Keep in mind
Troubleshooting
The expected list does not match a recent asset move.
Check: Check when the audit started and which Location or Assignee was selected.
Fix: Finish or review that fixed snapshot, reconcile discrepancies, and start a new audit after the records reflect the current scope.
Still stuck? Contact OrbitEquip support.