Setting a financial reporting period is required before taking your first inventory. This setting tells opsi how often you report a full inventory report for financial purposes (ex. calendar months).
By setting a reporting period, opsi is also able to send a reminder to you on days that an inventory count is due.
To setup a financial reporting period:
Desktop steps
Desktop steps
1. Click "Bonjour" at the top right.
2. Click "Business Settings".
3. Click "Product Settings".
4. Click "Edit" next to Financial Period Structure.
5. Select a Fiscal Period option, then click "Save".
