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:
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.