• Introduction

• Installing Salon & Spa

• Getting Started

• Setting Preferences

• Entering Staff

• Entering Inventory

• Entering Clients

• Daily Operation

• Managing Inventory

• Monitoring Inventory

• Managing Clients

• Managing Staff

• Managing Client Accounts

• Loyalty Programs

• Monitoring Sales

• Year End Procedures

• General Information

• Legal Issues

• POS Hardware

• Appointments

• Tanning Program

• Spa Program

• Reports

In order to make your sales and other reporting meaningful you must close the system and restart each fiscal year.  The timing of this procedure should match your fiscal year for your business.  You may archive your last year files for reporting purposes by setting the option in preferences.  We suggest that you do archive your files.  Check the fiscal year setting on the general tab of preferences as it should be set to the current year, for example 2006.  The fiscal year setting will be incremented for the next year in this example to 2007 and as well the beginning year inventory value will be set to the current year ending inventory value.

Preferences Policies Tab

Failure to do the year end will cause multi year sales records to be merged and may slow down your system performance.  Do not run more than one year end each fiscal year.

The year end procedure will reset all the sales records and inventory files to restart for the year.  No other database files will be affected.  We suggest that you run any year end reports that you may want from the inventory or sales sections of current reports before proceeding.  The inventory and sales reports will still be available using the past year reports.

Select Run Year End from the administration tools.

Sales Tools Menu

 
Year End Screen

Note that if the sales register is still open you will get a message to close the register before proceeding.

Opening the Year End Screen will trigger a calculation of your year end statistics and present them on the screen in the statistics table. You must print the year end report before moving on to processing the year end.

If you do not wish to proceed further at this time click on the close button or press [ESC] to return to the sales screen without processing your year end. 

Click on Process Year End. 

Once started the system will process all of the files and advise upon completion. Your system has now been set up for the new year.  Note that the fiscal year end in your preferences (General Tab) has been incremented to the next year by the system.  Do not change the new year setting as you may temporarily loose access to your past year reports or overwrite your past year reports for the previous fiscal year the next time you run your year end.