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    Quarterly Operations Self-Audit
    • 08 Nov 2024
    • 1 Minute to read
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    Quarterly Operations Self-Audit

    • Dark
    • PDF

    Article summary

    Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date.


    Item Setup

    Item costing issues typically stem from improper setup of items and units, which leads to inaccurate invoices. Use this Wellness Check Workbook to validate UofM, Category, and Purchase Item Setup. Watch this webinar recording for a walkthrough of how to use the Wellness Workbook.

    If multiple items have errors, please check out how to clean up your item setup or consider booking a consultation with one of our Experts.


    Labor Setup

    If your organization uses R365 Scheduling, check for the following:


    R365 Coaching Session: Auditing Data to Ensure Accuracy

    Maintaining reliable data is essential to support informed business decisions. In this session, R365 Coaching Session: Auditing Data to Ensure Accuracy, Customer Success experts cover practical methods for identifying, preventing, and correcting data inaccuracies. This training provides insights into effective data auditing practices for accounting and store operations, ensuring accuracy across key systems.      


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