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Physical Inventory Audits

Run Your First Physical Inventory Audit

The completed audit shows Found, Missing, and Unexpected assets for a fixed Location or Assignee scope.

IntermediateAbout 10 minReviewed Oct 3, 2026
Any signed-in memberActive Starter plan or higher2 prerequisites
On this page

Start a Location or Assignee audit, scan the expected tools, and finish with clear results.

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:

1

Prepare the records and subscription

Make sure the location or current assignee is represented in OrbitEquip. Starting a new audit requires an active Starter-or-higher subscription; any organization member can participate in the scans.

2

Choose Start Audit and select a scope

Open Audits and choose Start Audit. Select Location or Assignee, choose the specific place or holder, and review the Expected Assets count. The list becomes a fixed snapshot when you confirm.

Choose the audit scope and confirm the expected snapshot before starting.
3

Scan the expected tools

Open the audit and use Scan Assets. Start the camera or enter a QR code or barcode in the QR Code or Barcode field, then select Count Asset. Scan each tool you physically verify.

Compare Expected, Found, Remaining, and Unexpected; scanning records presence without changing location or custody.
4

Finish and review the findings

Choose Finish Audit when the physical check is complete. Review Found, Missing, Unexpected, and Unreconciled counts, then open individual items before taking follow-up action.

Review the fixed Found, Missing, and Unexpected results before choosing a follow-up.

Tips

Keep in mind

Troubleshooting

Start Audit is replaced by an upgrade prompt.

Check: Confirm the organization has an active Starter-or-higher subscription.

Fix: Ask the Owner to review the plan. Existing audits and audit history remain available on Free.

Open related guide

Still stuck? Contact OrbitEquip support.