Periods: Enter Counts

When the period comes to an end and it is time to enter stock and/or cash counts into your period count sheets, you should first update the period state from Current to Pending to show that the count is current in progress.

To do this: 

• Head to Period Management > Periods. 
• Against the period, select either [STOCK PERIOD] or [CASH PERIOD]. 
• Within the period, select [PENDING]. 

The period is now in Pending state and counts can be entered as covered in the following articles: 

• Stock Period Counts: Enter & Approve
• Cash Period Counts: Enter & Approve

Additional Information

You cannot progress a period to Pending state if there is already a period in Pending state within your site, as it is only possible to have one period in Pending state at a time. If the previous period is still in Pending state, this must first be Approved.