Export and print an audit checklist

Counting stock is easier with a sheet in hand. From any stock audit you can pull a ready-made checklist — either as an Excel file to work in a spreadsheet, or a printed page your team can carry around the warehouse and tick off by hand. Both list every item in the audit’s scope with its expected quantity, so counters know exactly what to look for.

Both options live on the audit detail page and work in any status — so you can print a blank sheet before you start counting, or export the finished numbers after you complete the audit.

Anyone who can open a stock audit (Assets — Read) can export or print its checklist. You don’t need write access for this.

Open the export menu

1. Go to Stock Audit in the menu and open the audit you want a checklist for.
2. On the audit detail page, find the Export button in the toolbar (top-right, above the item list).
3. Click it to open the menu with two choices: Export as Excel and Print Checklist.

Export as Excel

Choose Export as Excel to download the checklist as a spreadsheet. The file is named after the audit — for example SA-0012_checklist.xlsx — and lands in your browser’s downloads.

Use the Excel export when you want to:

• Share the count list with someone who isn’t in Rentablez.
• Sort, filter, or annotate the items in a spreadsheet.
• Keep an offline record of what was in scope for the audit.

While the file is generating, the button briefly shows Exporting…. Give it a moment on large audits before clicking again.

Print Checklist

Choose Print Checklist to open a print-ready page in a new browser tab. Your browser’s print dialog opens automatically — pick your printer (or “Save as PDF”) and print.

The printed sheet is a clean paper count form with:

• A header showing the Audit #, the Branch (when your org has more than one), and the audit date.
• One row per item in the audit’s scope, with columns for #, Asset Name, Tag / Serial, Variant, Sys Qty (the quantity the system expects), a Count / Found column to fill in, and a Notes column.
• Signature lines at the bottom for Counted by, Date, and Verified by.

The Count / Found column adapts to the item type so counters know what to write:

Print before you count. Printing a blank checklist first lets your team do a physical count on paper, then enter the numbers back into Rentablez afterwards. See Create and run a stock audit for entering counts.

Which one should I use?

Related Articles

• Create and run a stock audit
• Complete, cancel, or reverse a stock audit
• Recurring and blind stock audits