What this page is for
This page shows one trading day at one store: when it opened, who by, and — once closed — when and by whom. While it is Open, a Stock count before closing section shows whether the store is ready to close, based on the most recent approved stock count:
- An approved count already covers this trading day, and it can close.
- Stock control is switched off for the business, so no count is needed at all.
- The store has never had a qualifying approved count.
- The last approved count is older than the store's own counting interval.
- This store needs a count linked to every trading day, and this one does not have one yet.
A count only qualifies once it is approved, has not been reversed, and covered every item the store held stock of at the time it was taken; a narrower count, such as one category, never qualifies unless that happened to be everything the store held. Trading itself is never affected by any of this — only closing the day is.
Closing is final: the closing stock position is recorded at that instant, and a closed trading day cannot be reopened.
Everyone whose role can view till sessions sees this page. Closing needs a role that can operate the till.
How to…
How to close a trading day
Press Close trading day and confirm. If the stock count gate is not satisfied, the confirmation says the close will be refused, and the page tells you what is missing.
How to satisfy the stock count gate
Where the gate is not satisfied, press Start a stocktake for this day, which opens a new stocktake already linked to this trading day; once it is approved, come back and close the day. Where an approved count already exists but is not linked, Open that count jumps straight to it.
Worked examples
Butchery that also roasts meat
Mama Njeri's Butchery is set to count every trading day. At closing time the gate reads This store needs a count every trading day, so this one cannot close until a count for it is approved. The manager presses Start a stocktake for this day, counts the shop, and once it is approved, returns here and closes the day.
Supermarket
Tumaini Supermarket counts every seven days rather than daily. The gate reads An approved count from 28 September 2026 covers this trading day, so it can close, and the manager closes the day without raising a fresh count.