Skip to main content
Closing a job in Inventory HQ means marking it Ready to Audit so an assigned auditor can verify the recorded material movements against the physical count. Once approved, the job is completed and its costs are final. This page shows you the exact steps and what happens next.

​
Before you close

Confirm the following before clicking Ready to Audit:
  • All pulls and returns are recorded.
  • Any partial materials have been restocked as new items.
  • The job cost reflects the actual materials used.

​
How to close a job

1

Review all material movements

Open the job detail page and check that every pull, return, and partial restock is recorded correctly.
2

Click Ready to Audit

Click Ready to Audit on the job. This routes the job to the assigned auditor for that location.
3

Wait for auditor review

The auditor receives a Ready for Audit notification and reviews the recorded quantities against the physical count.
4

Approve or reject

On approval the job is completed and its costs are final. On rejection it returns for correction.

​
What happens after approval

Once the job is approved:
  • Its costs are locked and become available in Reports.
  • Where a CRM is connected, the material cost writes back to the CRM financial field. See CRM Integrations.
  • The job moves from Active Jobs to Completed Jobs on the Jobs page.

​
Physical audits and negative balances

If a job or location shows negative stock, that is an intentional flag that the physical count and the system were out of sync. The auditor should work the negatives first during review, since they represent movements the system already knows it missed. For more on running audits and cycle counts, see Physical Audits.