Make Physical Inventory Audits Part of a Routine

The organization repeats audits with a known scope, finishes each physical count, and reconciles follow-up explicitly.

AdvancedAbout 6 minReviewed Oct 3, 2026

Any signed-in memberActive Starter plan or higher2 prerequisites

On this page

Repeat fixed Location or Assignee audits and use discrepancies to improve the underlying records.

Before you start

Role needed: any signed-in member. Ask an Owner if an action is unavailable.

Plan needed: An active Starter plan or higher is required for this task. Existing records may remain available after a downgrade; see the plan guide for details.

Helpful first:

Choose a useful scope and time

Audit one Location or Assignee at a time so the team can physically inspect the same defined group of assets.

OrbitEquip Audits page showing that starting a new Physical Inventory Audit requires Starter or higher — The isolated Free-plan example shows the actual new-audit plan gate; no audit was started.

Start a new snapshot

Start a new audit when the organization has an active Starter-or-higher subscription. The expected list is fixed at the moment you confirm the scope.

Scan while the team checks the space

Have members scan each tool they find and leave the audit In Progress if the physical check is not complete.

Finish, reconcile, and adjust future records

Finish after the count, review the fixed result list, and use supported reconciliation actions. Update any separate asset location or custody record that should govern the next audit.

OrbitEquip Add a New Asset form with name, category, location, serial number, Existing Barcode, primary photo, and notes fields — The form shows the optional fields alongside the required asset name.

Tips

Keep in mind

Still stuck? Contact OrbitEquip support.