Operations2 min read
Business sessions
Operating periods, closing reports, lock, and archive.
Business Sessions define operating periods — a trading week, month, season, or financial year. All sales, stock movements, and reports can scope to the active session so you compare apples to apples when reviewing performance.
Why use sessions
- Separate a holiday pop-up from your main store period
- Run year-end closing without losing access to prior data
- Compare session-over-session revenue and margin
- Lock historical periods to prevent accidental edits
Session lifecycle
- 1Activate a new session when starting a fresh period — name it clearly (e.g. Q1 2026).
- 2All new sales, stock adjustments, and expenses attach to the active session.
- 3Run reports filtered by session to review period performance.
- 4When the period ends, generate a closing report summarizing totals.
- 5Lock the session — no further transactions can be added or edited.
- 6Switch to a new active session or archive old ones for read-only review.
Session vs register session
| Concept | Scope | Typical use |
|---|---|---|
| Business session | Whole business over days/weeks/months | Financial periods, seasonal trading |
| Register session | Single POS open/close shift | Daily cashier reconciliation |
The session switcher appears in the dashboard sidebar for users with permission. Reports and Overview can filter by business session.
Locking a session is irreversible for that period's data. Generate and export the closing report before locking.
Business sessions → /dashboard/settings/business-sessionsStill need help?
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