Customer Audit

TrackAbout provides a feature for visiting a customer's location and performing a physical audit of all assets on premises.

One or more client employees armed with mobile devices running TAMobile descend upon a customer location. The employees go room by room, building by building, scanning every asset they can find using the Customer Audit feature of TAMobile. If they find assets that do not have barcodes but which are definitely owned by the distributor, they can perform an Add New action to enter them into the TrackAbout system on the spot. When the employees return to the branch, they sync their scanners. This creates one or more Customer Audit records in the system (and possibly some Add News).

A client admin logs in to the web site to reconcile the audit. The first step is to group the various Customer Audit records the employees have generated into a collection. TrackAbout then analyzes all the assets in the collection as a unit. TrackAbout compares the assets actually found on-site against what is supposed to be on-site.

Discrepancies between expected and actual are called out during the audit reconciliation process. There may be "Not-Founds", assets that were expected to be on-site but which were not found. There may also be "Surprise Finds", assets that were not supposed to be on-site, but were.

The client admin has a number of options for dealing with discrepancies. The admin might mark Not-Founds as "Lost", and he might choose to make the customer responsible for the loss of those assets. The distributor and the customer will negotiate outside of TrackAbout any fees or charges that might need to be levied due to lost assets.

The employees performing the physical audit may have had instructions to recover any Surprise Finds, or not. Therefore the admin might choose to add the Surprise Finds to the customer's balance (to be charged rent), or not.

Upon successful reconciliation of the audit, a reconciliation report is generated and stored in the system. The customer's balance may have been modified as a result of how the admin decided to reconcile the audit.