July close — Epitex

1

Add this month's files

nothing yet

Drop the folder here Files are recognised by their names — nothing to fill in.

2

Run the close

waiting

Takes a minute or two. You can leave this page open.

This is the month-end run (marks it FINAL)

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Check these SKUs

Flagged lines are not raised. To apply corrections, use the Apply button below the panels.

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Decide these orders

Each order needs a call only you can make. A note is required — it is the record of why, and decisions are remembered for future closes.

Undecided orders stay on the Review tab and return next run.

One re-run applies all corrections, drops and decisions from both panels (a minute or two). Your files are still loaded.

3

Do this in EPB

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Sales to import

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Returns to raise

4

When EPB is updated, run it again

until 0 left

Export EPB again, drop it in, and re-run. The list shrinks each time. The month is done when both numbers reach zero.

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