What is Closeout Date?

System Closeout Date

You can define a global closeout date that will prohibit any back-dating of manual adjustments, manual sales, purchasing documents and physicals from going past this date. It should be moved forward as you close out the month or quarter with accounting.

Note that Closeout Date can also be set as a relative date per store; when Closeout Date is set here as well as in the Store, the most recent date between the two will be honored.

 

 

New System-wide and relative Store Closeout Dates allow sites to set limits on back-dating Manual Adjustments, Manual Sales, Purchasing documents, and Physical Inventories.

 

Each time a user attempts to set a date on any of these actions that falls before the closeout date for the related store, they will be notified via a popup and will not be able to complete the action until they choose a date after the closeout date for that store.

 

Set a static date in the Options / Global screen, and a relative date (last Physical Inventory, 30 Days, etc.) per Store. Whenever the two dates conflict, the most recent date will be respected.

 

See the exact date that will be used per store in the Store list.

                                  

Talk to your Implementation or Support Guide for assistance in choosing the Closeout Dates that will be most beneficial for your site.

• Related Articles

• How do I set a Primary Vendor?

  This video will demonstrate how to set a primary vendor ​   Primary Vendors Yellow Dog now allows for Primary Vendors to be selected for items. To set this as a feature, navigate to System Setup. Under Global Options/Purchasing, select “Force ...

• What should I do about my effective date & time if my POS Sync only sends a sales file once a day?

  Effective Date & Time - How should I set it? Reminders: Effective Date & Time: This is the date and time your on-hand counts will be applied to your system as of. In other words, you are telling Yellow Dog, as of X date and time we had X amount of ...

• How do I create a Saved Report?

  This video will demonstrate how to create a Saved Report Saved Reports Reports you commonly refer to can be added to your Saved Reports for ease of access. Simply run the report you need, customize it as you want and click “Save Report Template” in ...

• How do I edit Print Templates for Labels?

  This video will demonstrate how to edit Print Templates for Labels Label Printing & Templates Label Management To print labels for a single item from the Inventory Items screen: Highlight the item and click Print Labels on the right side of the ...

• How do I create a Full Physical Inventory with a PA520?

  This video will demonstrate how to create Full Physical Physical Inventory Physical Inventory Yellow Dog Inventory gives you the ability to periodically check actual on-hand counts against the counts as reported by Yellow Dog Inventory, and then ...

• Recent Articles

• Feature Overview: Client ID

  What is a Client ID? The Client ID is a unique identifier assigned to each Yellow Dog Inventory system. Who is it for? The Client ID will be used by any user that will access a Yellow Dog mobile or web app. What is it used for? A Client ID is ...

• Feature Overview: Password Recovery

  What is Password Recovery? Password Recovery is a built-in feature that allows Yellow Dog users to securely reset their login credentials independently by answering predefined security questions. This self-service option reduces the need for ...

• 377 Food & Beverage Webinar

  Curious about Yellow Dog Inventory version 377? New features, smarter workflows—watch the 377 Webinar now! Want to join the live webinar? We're hosting the 377 Food & Beverage Webinar weekly. Click HERE to sign up.

• Feature Overview: Retail Price Fields

  Yellow Dog offers 3 different retail price fields (Default Retail, Current Retail, Starting Retail) in the item editor to provide different retail price tracking functions. Where: Item Editor > Retail Details tab Who: Retail users who manage retail ...

• Yellow Dog/Silverware Integration Overview

  This document will provide an overview of the Yellow Dog Silverware Integration Integration Approach This can be setup as a 2Way – Push items and Pull sales or a 1Way – Pull sales Sales – Pulled from the Silverware API Codes – Pulled from the ...