How to do year end process in RetailEasy [Rpos7]?
Purpose: The Year Begin Process in RetailEasy ensures a smooth transition to the new financial year. Follow the step-by-step instructions below to complete the process efficiently.
Step-by-Step Process
Step 1: Update the server application
Ensure that the RetailEasy server application is updated to the latest version.
Verify that the system date is set to 01/04/2025 or later before proceeding.
Step 2: Login and confirm the year-end process
Log in to the RetailEasy application.
Immediately after login, a pop-up message will appear, "Do you want to run Financial Year End?"
Click YES to proceed.
Note: If you need to continue working on the previous financial year:
Click NO. Change the system date back to the previous financial year. Complete all pending work.
Restart the yearend process after setting the system date to 01/04/2025.
Step 3: Completion Confirmation:
Clicking YES triggers a message: "GOFRUGAL RetailEasy Year End process completed. For AccountsEasy, you can do the Year End process later."
Click OK to acknowledge and proceed.
Step 4: Restart and Re-login:
The application will automatically restart. Log in again using your credentials.
Step 5: Verify Year Begin Completion:
Method 1: Using Registration Master
Navigate to Tools → Masters → Registration.
In the Registration Master, confirm that the Financial Year Begin/End is set to April 2025 - March 2026.
Method 2: Creating a Sales Bill:
Create a Sales Bill in the application.
The first bill number after the Year Begin process should start from 1.
You can also verify this by navigating to the Reprint screen and check the invoice number starts with "CA1".
Step 1: Navigate to Sales > Reprint
Step 2: After filling in the left-hand side filters, click on the "Go" button, then you will be able to get the invoice number on the screen.
This is how the Year Begin Process gets Completed Successfully!
FAQ's
Can we undo the Year Begin Process?
No, once the Year Begin Process is completed, it cannot be reversed. Ensure all pending work is completed before proceeding.
Does the Year Begin Process also apply to AccountsEasy?
No, the RetailEasy Year End process is separate from AccountsEasy. You can perform the AccountsEasy Year End process later.
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