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The Proofing Process

The act of “proofing” is when a user reviews all of the data that has been collected for an audit, to make the determination if the audit is complete and the data is accurate, or if a deeper dive is required before producing final reports.

Proofing can only occur after all audit data has been gathered and input into the system. This includes all sales, purchases, physical counts, and weights of onsite inventory.

When proofing an audit, the most efficient approach is as follows:

1. Gather all Required Audit Data
2. Generate either the Full or Smart Proofing Reports
3. Inspect the brand in question while asking yourself:
   1. Was there a miscount in the last audit period?
   2. Was there an invoice entry error?
   3. Does this brand require a full recount?

Now, how this proofing and recount process is handled varies depending on how the inventory audit is being handled.

In a single-audits/processor model, one person is doing everything.

In a remote or hub model, where you have someone capturing inventory, and others either onsite or remote are doing other data entry, a proofing and recount process may look something like this:

Important Note:

Proofing does not need to be a one-time thing in a single audit, and may occur multiple times and require coordination from the processor to the field user.

Requirements

For proofing to occur, the following needs to be entered into the system.

Sales Data:

• Sales data, from the point-of-sales system, from the date of the previous audit through the current date.
• All Recipes need to be Complete with assigned ingredients and quantities.
• All Recipes are updated to the specifications of the owners or managers of the client (if changes have occurred).

Purchase Data:

• All Invoices are entered into the system, at an item/brand-level
• All purchased items have the appropriate purchase costs assigned to them at either the size or case/packaging levels

Inventory Data:

• A physical, onsite inventory has taken place in the establishment.
• To the best of the auditors knowledge, all items that are to be accounted for, have been inventoried and sent to the online platform.
• All Sync Logs on the dashboard have been approved into the correct period
• All new/incomplete items have been addressed.

Proofing Reports

We currently offer two reports with Proofing Logic, the Full and Smart Proofing Reports.

For more information, see Proofing Reports