Closed Days such as bank holidays and company shutdowns are used to calculate targets correctly within dashboard and reports. Admin users can learn how to add, edit and delete Closed Days by following the simple steps below.
NOTE: Closed Days are used to calculate targets only and will not block out Closed Days from being used within the system. i.e If the 25/12/2021 is set as a Closed Day, you will still be able to select this date when creating a dispatch or delivery.
Adding a new Closed Day
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select Company using the navigation bar on the left.
Click on Closed Days.
Select the year in which you would like to add a Closed Day using the drop-down menu.
Enter the date and description into the text fields at the bottom of the modal and click ✅ to save.
Editing a Closed Day
If you would like to edit the date and/or description of an existing Closed Day please follow these steps.
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select Company using the navigation bar on the left.
Click on Closed Days.
Select the year in which you would like to edit a Closed Day using the drop-down menu.
Click the ✏️ icon next to the date you wish to edit.
Edit the date and/or description in the text fields at the bottom of the modal and click ✅ to save.
Deleting a Closed Day
Please follow these steps if you would like to delete a Closed Day.
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select Company using the navigation bar on the left.
Click on Closed Days.
Select the year in which you would like to delete a Closed Day using the drop-down menu.
Click the ✏️ icon next to the date you wish to delete.
Click the 🗑 icon next to the text fields.