Setting up Closed Dates for an Unit

Closed Dates button in Unit Setup.

The Closed Dates button is useful in indicating periods of time that a selected Unit is Closed for.
This eliminates the need to pencil out periods of time, or enter in Inventory Overrides to indicate the unit(s) are closed and not available.
For example, Unit #1 is closed on Monday and Wednesday; or from March 1st to May 1st.

Location:
Click on a Menu button, select the Setup tab to click on Unit Setup.
Click on a selected unit and click on the Closed Dates button.

Selecting Closed Dates:
Closed Dates can apply to selected days within a date range, or all days within the date range.
Click Add to select the date range the Unit is closed for.
Enter in the Start Date and Last Date for the Closed period.
After pressing Submit to finalise, the employee name will be recorded next to the Closed Date to indicate who made the adjustment.

 

 

 

 

 

Click Fill to select the days within a date range that the Unit is Closed on.
Enter in the Start Date and Last Date for the Closed period.
Select the days and click Fill.
The Closed Dates will display. Pressing Submit to finalise and the employee name will be recorded next to the selected Closed Dates.

 

 

This procedure will need to be repeated on all units that the Closed Dates relate to.

Availability Grid:
After Units’ Closed Dates have been set up, the Availability Grid will display the Unit Closed message on those dates.