Recurring and blind stock audits

Counting stock once is useful. Counting it reliably, on a schedule, and without your team second-guessing the numbers is where audits really pay off. Rentablez gives you two switches for exactly that: Recurrence, which auto-creates your next count on a schedule, and Blind count, which hides the expected figures so counters record what they actually see. Both are set when you create the audit.

Both options live in the New Stock Audit drawer. You choose them up front — they can’t be toggled on an audit that’s already running. Creating audits needs the Assets — Write permission.

Recurring Audits

If you count the same fleet every month or every quarter, you shouldn’t have to remember to start each one. Set a recurrence and Rentablez schedules the next cycle for you automatically, reusing the same scope (branch, categories, assets, and tags) each time.

Set a recurrence

1. Open Stock Audit and click to create a new audit.
2. Scope the audit as usual — branch, categories, specific assets, tags.
3. In the Schedule section, pick an Audit Date for the first count.
4. Choose a Recurrence:

5. Finish the rest of the form and click Create Audit.

Recurring audits auto-create the next cycle on schedule — you don’t lift a finger. Each new cycle arrives as its own audit in Draft for your team to run.

Spotting recurring audits in the list

On the Stock Audit list, any audit that repeats shows a small refresh icon next to its audit number, so you can tell scheduled counts apart from one-offs at a glance. Open any audit and its Recurrence is shown in the header info alongside the branch and date.

Blind Count Mode

In a normal audit, counters can see the expected quantity and condition for every item. That’s fast, but it invites confirmation bias — it’s tempting to record the number the system says rather than the number on the shelf. Blind count hides those expected figures while the audit is in progress, so counters log what they genuinely find. Variances are revealed only when you complete the audit.

Turn on blind count

1. In the New Stock Audit drawer, scroll to the Counting mode section.
2. Tick Blind count.
3. Create the audit as normal.

What counters see (and don’t)

While a blind audit is In Progress, the expected columns and comparison figures are hidden on the detail page:

• The Expected Condition and Expected quantity columns are removed from the tables.
• The Matched and Mismatched stat cards are hidden — only Total Audited Assets stays visible.
• Each table header notes “Blind count: expected values hidden until completion.”

Counters still do their normal job: toggling individual tagged assets Found / Missing with an actual condition, and entering the counted quantity for bulk assets. They simply do it without a system number to anchor to.

The audit header shows Mode: Blind count so everyone knows this count is being done blind.

Variances appear on completion

Once you complete the audit, the veil lifts: the expected values, per-line match status, and the Matched / Mismatched stats all appear so you can review exactly where reality differed from the records before adjustments are applied. Completing and reviewing works the same as any other audit — see Complete, cancel, or reverse a stock audit.

Combining the Two

Recurrence and blind count are independent — you can use either, both, or neither. A blind Monthly audit, for example, gives you an unbiased physical count of the same fleet every month without anyone having to set it up again.

Both settings are fixed at creation. To change an audit from recurring to one-time, or to switch blind mode on or off, create a new audit with the settings you want.

Related Articles

• Create and run a stock audit
• Complete, cancel, or reverse a stock audit
• Export and print an audit checklist
• Configuring Roles & Permissions