Start a Count, Change Active Client, Change Active Date

Start a Count, Change Active Client, Change Active Date

In this video, you'll learn how to:

Start a count

Change Active Client

Change Active Date

Active Date: Pilot only checks the active date (highlighted RED) upon initial start-up or if you manually change it.

So, if you forget to shut down Pilot at the end of the day, you'll start on the wrong date.

Video: How to Start a Count in Pilot




Once you've started Pilot, selected the appropriate client, and verified the correct date:

1.  Click: PHYSICAL STOCKTAKE

2.  Select the correct location
This is a critical step!

3. Read the Stocktake notes AND Bar Notes.