Performing a Daily Close

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Parts > Cashier > Daily Close

Inside the Primary Grid:

1. Click [Test DC] in the Action Ribbon.

Inside the Primary Grid:

2. Filter/Sort the Primary Grid to locate the Daily Close.

3. Select the Daily Close by clicking on the corresponding line.

Within the Daily Close screen:

4. Select Filter for Manufacturer and / or Transaction Type to review individual results.

· If the Daily Close is not performed, then that date’s values will not be available in Parts > Reports > Inventory > Inventory Value History Report.