How to close an Inventory?
Close an inventory, follow the “Closing” state and get the confirmation email once the stock adjustments are finished.
Instructions
- Go to the "Inventories" menu, available on the side menu or the home page of the application.
- Access the "Inventory by Location" submenu.
- Select the "View" button.
- Choose "Close for Validation."
- It will transition from the "In Progress" state to the "In Validation" state. No more scanning will be allowed. If you need to correct any scans, you should reopen the location you want to recount.
- It will transition from the "In Progress" state to the "In Validation" state. No more scanning will be allowed. If you need to correct any scans, you should reopen the location you want to recount.
- Select the "View" button.
- Choose "Close Inventory" and confirm.
- The inventory moves straight to the "Closing" state and the stock adjustments run in the background. You can leave the screen and carry on working | the inventory cannot be closed a second time while it is closing.
- The inventory moves straight to the "Closing" state and the stock adjustments run in the background. You can leave the screen and carry on working | the inventory cannot be closed a second time while it is closing.
- Wait for the confirmation email.
- When every adjustment is done, the inventory moves to "Finished" and you receive an email confirming it, including a summary of any lines that could not be adjusted.
- If the close fails, the inventory moves to "Closing failed" and you receive an email too. Open the inventory and choose "Close Inventory" again to retry.
Please note
There are different inventory states:
- Created
- In Progress
- In Validation
- Closing
- Finished
- Closing failed
The email goes to the user who closed the inventory, so make sure your email address is up to date in your profile.