Admins and managers
Inventory session is the term used to represent your monthly or weekly inventory counts. It is a snapshot of your Standing Inventory Quantities and your Cost of Goods at a specific point in time. Sessions are used to update all quantities on hand and are used in reporting
An inventory session represents a specific period in which you count all of your inventory. If you count inventory over multiple days and/or across multiple locations, those should be part of the same session. You should not close an inventory session until you are done counting all of your inventory.
For example:Inventory sessions are used for all inventory reports. You can review session numbers by looking at past reports.
The inventory close date is the date used for reports. The date and time you assign to the session will be used in all reports and will represent the most recent on-hand quantities or the on-hand quantities on the date selected in the inventory report.
You do not need to reopen an inventory session to review data, you can view the inventory reports instead.