Year-End Procedures - Windows

It's time to think about the year-end close of your store's data files. This process must take place before any data is entered for the forthcoming year.  Therefore, for most of you, you should plan to do the year-end processing on December 31st or January 1st. 

Preparation:

1. Please read carefully the material on YEAR-END PROCESSING in the Retail 2000 manual or for Retail 2005 and Retail 2007 go to Help/Contents/Index/Year-End Processing.  If you have any questions or concerns, please contact Customer Service as early as possible.  Call 918-258-8611, fax your questions to 918-258-8618, or email to support@seaportsoftware.com.
    
2. Create a backup of your datafile before you begin the year-end processing.  Label the backup tape, disk or CD and  save this backup permanently.    It would be wise to also run the Zip process (File – Zip) as a second backup.
    
3. The year-end process will take several minutes depending on the size of your database.  Make sure that if you want a hard copy of the year-end Detail Report and/or the Summary Report (steps 1 and 2) that you either print or export prior to “Updating the Database” (step 3). Once the database has been updated you cannot print or export the Sales and Gross Profit Report for the previous year.
   
   Note: When exporting to print later, we strongly recommend either Rich Text (Exact) Format to export to MS-Word, or Acrobat Format (PDF) to export to Adobe Acrobat reader.
    
4. We suggest that you make sure the year closed completely. From the Activities Menu select Inventory and then Year End Processing. Choose several vendors that you know have had sales activity in the prior year and display all items. Make sure that the sales this year are zero.

While we will be closed January 1, you will be able to reach us for support prior to that for all year-end closing questions at the regular Customer Support number (918) 258-8611.