What does this mean?
IndiCater works on a weekly basis and so outlets users have a weekly task to close their week.
To close a week, simply click on the red circle for the relevant week, answer any questions that may have been set up and confirm. This turns the circle to green.
This process then 'locks' the data in that week so you cannot amend it.
What if I need to amend the data?
Data can still be amended by a head office user. Alternatively, head office users can open a closed week letting you make any necessary changes before closing it again. The data can't be amended or the week re-open if head office have already exported the data.
I can see Employment, Stocktaking and Finance options, do I need to close them all?
The close week process is done per module. Only the modules you are using need to be closed.
Why are some of the weeks blue?
Head office users have the option to authorise the closing of the week. This doesn't affect the data but turns the dot blue to show it's been approved.
Does anyone see the answers to my questions?
You have the option to add questions to the close week process. These can be managed by Head Office. The comments are sent via email to head office users who are assigned to the outlet's Area and have the Close Period Comments Alert ticked in User Access.
Monthly close
As some clients work to a calendar month, there is also the option to have a Close Month process activated. In this instance you will still close the weeks but at the end of the month you will also close the month.
I work in a school which is closed during the summer, how do we close those weeks?
There is a multi week close rule which can be activated for clients. If on, this rule lets you close multiple weeks at a time. Cash in hand and closing stock will be carried forward to the first open week. Speak to your head office about this rule.