The ChangeA new concept, Trading Days, has been developed. There are instances where sites/units are not open 7 days a week. This functionality allows users to define which days their sites/units are open.
In light of this change we have also updated the logic that warns users of missing sales when they are closing the stock period. The new logic will not warn of missing sales for dates that fall on days where the site is closed. The Sales Upload Site Status report has also been updated to take trading days into consideration.
Release Date: 23rd September 2015
Reason for the ChangeThis change will improve the user experience, with the removal of unnecessary warning messages.
Customers AffectedAll Inventory customers with the Stock module enabled.
Updating Trading Days
Fig.1 – Organisation Hierarchy & Edit Link
- Follow the path: Setup > All Options > Organisation Hierarchy > Find the Site > Click the Edit Link.
Fig.2 – Trading Days Checkbox
- Find the ‘Trading Days’ setting which is a series of checkboxes. All days are enabled by default
Fig.3 – Updated Trading Days
- Un-tick the days on which the site is closed
- Use the green Save button when done
Effect on Closing a Stock PeriodIn this example, Bolton is closed on Mondays which, for the current stock period, includes the following dates: 07/09/2015, 14/09/2015 & 21/09/2015.
Fig.4 – Closing Stock Period Missing Sales Warning
Fig.5 – Missing Sales Warning message after Trading Days updated
After updating Trading Days to indicate that the Bolton is closed on Mondays, the dates above no longer appear in the warning message.