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.
Fiscal Period Options
Calendar Months - Your fiscal periods will be structured according to calendar months. The Fiscal Start Date will then follow the calendar year.
13-4 - 13 fiscal periods of 4 weeks each. This structure will begin on the Fiscal Start Date you set.
4/4/5 - Fiscal periods of 4 weeks, 4 weeks, and 5 weeks in each quarter. This structure will begin on the Fiscal Start Date you set.
4/5/4 - Fiscal periods of 4 weeks, 5 weeks, and 4 weeks in each quarter. This structure will begin on the Fiscal Start Date you set.
5/4/4 - Fiscal periods of 5 weeks, 4 weeks, and 4 weeks in each quarter. This structure will begin on the Fiscal Start Date you set.
To setup a financial reporting period:
Desktop steps
Desktop steps
1. Click "Bonjour" at the top right.
2. Choose "Business Settings".
3. Click "Vendor Settings" in the left-hand navigation.
4. Click "Edit" next to Financial Period Structure.
5. Select a Fiscal Period option, then click "Save".
