Reset trading values (for trading periods)
Before you reset trading values, we recommend that you produce reports of your trading figures.
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Use View Monthly Trading Figures to view trading figures and produce the Stock Monthly Trading Figures report for a single stock item. See View monthly trading figures.
Open Stock Control > Enquiries > View Monthly Trading Figures.
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Produce the Period Profitability report for a list of each stock item and the profit made from sales in this period and the last period.
Open Stock Control > Reports > Status > Period Profitability.
Reset trading values
Open: Stock Control > Stock Maintenance > Reset Trading Values
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Confirm you have prepared your reports and select All reports have been produced.
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Select OK.
About reset trading values
Use Reset Trading Values when you want to start a new trading period for your stock, and move figures from the current period to the last period.
You can use these stock trading periods to compare the total quantity and value of stock items bought and sold between two periods. It is entirely your choice how long each period lasts, so you might start a new period every two months, every quarter, or every year.
When you reset the trading values, the period figures for each stock item are updated:
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The figures for the current period (this period) are moved to the last period.
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The figures for the current period (this period) are set to zero.
To view and compare trading figures for these periods, use View Monthly Trading Figures.
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The stock item values for the current and last period (Grand totals for full periods) are stored in Stock Control, and are kept until you manually reset the trading values and start a new period.
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The stock item monthly values can be displayed for the last 5 years (60 months), and these values are derived from the Stock Transaction History records.
To keep records of your stock trading values over longer periods, it's a good idea to print the Stock Monthly Trading Figures and Period Profitability reports before you reset the trading values. Once you have reset the trading values, you can't go back and produce these reports for older trading periods.