Procedure for Monthly Stock Count Closing

Background

This Knowledge Base Article provides step by step process on how to close month-end invoices through the different applications available to you.

Please follow the six major steps in order to successfully close month-end invoices.

Before You Begin

• Ensure you are logged into Elda(Chrome).  See our article Log in to an Elda Database for more.
• Ensure you access the ChromeInventory  app in Elda(Chrome) Folder. See our article Getting Started with ChromeInventory for more.
• Ensure you have started with  Invoicer.  See our article Getting Started with Invoicer.
  
  

Steps to Follow

1. Confirm that there are no outstanding manifests  or undelivered Orders in Elda (Chrome).
   1. Ensure to read out Knowledge Base Article  View Outstanding Manifests - BitBerry for more.
   2. Ensure to read out Knowledge Base Article  View Un-delivered Orders - BitBerry for more.
2. Moving all Stock Transfers to the next business day. See our article Moving Stock Transfers to the next business day for Stock Count Close for more.
   
   
3. Changing  Stock Production to another day. See our article Moving Stock Production to Another Day for more.
   
   
4.  Closing  Invoices from Thimbl (Reonet/Foamhub). See our article Closing  Invoices from Thimbl (Reonet/Foamhub) for more.
   
   
5. Close open invoices using the Elda Invoicer App. See our article  Closing Invoices via Invoicer for more.
   
   
6. As a final step please ensure to clear the Pronto Queue items. See our article How to Clear Pronto Queued Items - BitBerry for more.