Stock Audits Without the Clipboard: Counting a Site From a Phone

A stock count should take an hour, not a weekend. Print labels once, scan with the phone already in your pocket, and let the system work out what is missing.

**Run a stock audit by narrowing it to one site, walking the floor with a phone,

and scanning the label on each item. Nothing is called missing until you sign the

audit off**, so you can walk in whatever order suits the building.

Most companies audit assets once, find it took a weekend, and never do it again.

That is a labelling problem rather than an auditing problem.

Why the clipboard version is so slow

Counting without labels means reading a serial number off the underside of a

laptop, finding it in a list of four hundred rows, and ticking it. Roughly ninety

seconds per item, most of it spent searching rather than looking.

Four hundred assets at ninety seconds is ten hours. That is the weekend, and it

is why the second audit never happens.

Scanning a label is about three seconds, and the searching is done by the

database rather than by a person squinting at a spreadsheet on a phone. The same

four hundred assets take under an hour, and most of that is walking between

rooms.

Print the labels first

This is the step that makes everything else possible, and it only has to happen

once.

Wurxa prints barcode or QR labels for the whole register, laid out on an A4

sheet. Both encode the asset tag, so a scanner gun and a phone camera resolve to

the same asset. Stick them somewhere that will still be visible when the item is

in use: the underside of a laptop is findable, the back of a monitor against a

wall is not.

For vehicles and machinery, put the label where somebody standing next to it can

read it without moving anything. The audit is only fast if the label is.

Narrowing the audit, which is the part people get wrong

Create the audit for one site, and in a large building, one location within

it.

This matters more than it sounds. An audit builds its expected list from the

register, and anything on that list you never scan is recorded as missing when

you sign. An audit of every site at once cannot be walked in a single pass, so

signing it marks a building's worth of perfectly present equipment as missing.

Narrowing is what makes an audit finishable, and a finished audit is the only

kind that tells you anything.

Walking it

Open the audit, start scanning. On a phone the camera reads the label; if the

camera is awkward for a particular item, type the tag instead and press enter.

Three things make the walk work:

The scan box keeps focus and clears itself. You are holding a phone in one

hand and an object in the other. A form that needs a tap between scans is a form

that gets abandoned.

Each result has its own sound. A rising tone means recorded, a flat repeat

means look at this one, a low buzz means it did not register. You are looking at

the shelf, not the screen, so the tone is the feedback and the text is what you

check afterwards.

Nothing is called missing during the walk. An unscanned line stays "not seen"

until you sign. Scan the far corner first if you like; the order does not matter.

What the audit tells you at the end

Three categories, and the middle one is the valuable one.

Moved and unexpected are the findings. Equipment migrates between branches

for entirely sensible reasons and the register is the last thing anybody updates.

An audit that only told you what was missing would throw away the more common

discovery, which is that things are present and in the wrong place.

Signing it off

Signing freezes the audit. Missing items are recorded against the register at

that moment, and nothing about it can be changed afterwards, including further

scans.

That finality is deliberate. An audit you can edit later is not evidence of

anything, and the reason to run one is usually so that somebody can rely on the

result.

Sign it when you have finished walking, not when you have finished investigating.

The four items you cannot find are a separate piece of work, and holding the

audit open while you chase them means the count reflects a week of movement

rather than a moment.

How often

Quarterly per site is enough for most companies. Monthly for high-value or

high-turnover stock. Annually is common and slightly too rare, because a year of

undocumented movement is hard to reconstruct.

The honest test is whether the last audit changed anything. If it found nothing,

audit less often. If it found a dozen moved items, the register is drifting

faster than you thought and the interval is too long.

What to do with what the audit found

An audit that produces a list nobody acts on is a slower version of not auditing.

Three actions cover almost everything it turns up.

Moved items: update the register, do not investigate. Something is at branch

B and the register said branch A. That is not a mystery, it is a move nobody

recorded. Change the location and move on. Investigating every relocation is how

audits acquire a reputation for being punitive, after which people stop

cooperating with them.

Unexpected items: add them. A tag scanned that the expected list did not

contain is usually equipment that arrived from elsewhere. It is now recorded,

which is a better position than before you walked.

Not seen: ask once, then decide. Give it a week. Most turn up in a drawer, in

somebody's bag, or at the repair shop. What remains after a week is genuinely

gone, and marking it lost is more useful than leaving it on the register looking

present.

The last one matters for the register's credibility. A list that contains things

nobody has seen for two years teaches people that the list is fiction, and once

they believe that, they stop scanning.

Who should actually do it

Not the person who maintains the register.

Somebody auditing their own records is checking their own work, and they will

unconsciously walk the route that matches what they expect to find. Give it to

somebody who works in that building and does not own the system. They will scan

what is in front of them rather than what they are looking for.

It also takes an hour, which is a reasonable thing to ask of somebody who is not

otherwise involved with asset management at all.

The four answers, and why two of them get confused

Building the audit engine forced a distinction we had not expected to matter, and

it turns out to be the difference between a stock take people act on and one they

argue about.

An audit asks one question per asset: was it where we said it was? There are four

answers, and they are not symmetrical.

Found. Expected here, seen here. The boring majority, and the point of the

exercise.

Missing. Expected here, never scanned. The one everybody thinks an audit is

for.

Moved. Expected somewhere else, but seen here. The asset is yours, it is

fine, and your register is out of date.

Unexpected. Scanned here, and there is no record of it at all. The tag may

not be yours.

Moved and unexpected look alike on a phone screen and they are completely

different problems. A moved asset is a data fix: update the location and carry

on. An unexpected tag is a question. Did somebody buy this outside the process?

Is it a supplier's equipment sitting in your store room? Is it an item that was

written off and never actually disposed of?

Systems that collapse the two into "discrepancy" produce a number nobody trusts,

because the pile contains both trivia and genuine surprises and there is no way

to tell them apart without walking the floor again.

One more thing the code had to get right: **absence is a property of the whole

audit, not of any one scan.** You cannot mark an asset missing while the count is

still running, because the person doing it may simply not have reached that shelf

yet. Missing is only knowable at the end, when the scope is closed.

That sounds obvious written down, and it is the single most common way a

half-finished stock take generates a panic about equipment that was two metres

away. The practical version, whatever tool you use: scope it, finish it, then

look at the exceptions. An audit read halfway through is worse than no audit,

because it produces confident wrong answers.

See how audits work in Wurxa Assets.

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Frequently asked questions

Do I need a barcode scanner to audit assets?

No. A phone camera reads both barcodes and QR codes. Wurxa prints the labels for you and the camera scans them, including on iPhone. A scanner gun works too if you already own one, since it behaves like a keyboard and types the tag into the same field.

How long does an asset audit actually take?

A single office floor is roughly twenty minutes once labels are on. A stockroom is ten. The time is spent walking, not recording, which is the whole point of scanning rather than writing. Audits that take a weekend are almost always audits of unlabelled assets.

What happens to assets I cannot find during the audit?

Nothing, until you sign it off. An unscanned item stays as not seen rather than missing for the whole walk, so a late scan still counts and you are not penalised for auditing in a sensible order. Missing is only recorded at the moment you sign.

Should I audit every site at once?

No, and this is the mistake that ruins audits. An audit covering every location cannot be walked in one pass, so everything you did not reach is recorded as missing when you sign. Narrow each audit to one site and, in a large building, one location within it.

What if I scan something that is not in the register?

It is recorded as unexpected rather than rejected. That is usually equipment that moved between sites without anybody noting it, which is the single most useful thing an audit finds. Rejecting the scan would throw away the finding.

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