Operations

Business Sessions: Close a Period Without Losing Your History

Start fresh working periods while keeping archived data safe — perfect for new seasons, new branches, or handovers.

StokUp TeamApril 18, 20265 min read
Person reviewing documents and reports at desk

Photo: Unsplash

Retailers often want a clean slate — new financial year, new location, new ownership — but deleting data is risky. Business Sessions let you start a fresh working period while preserving everything that came before.

Lock, close, and report

Activate a session, run daily operations, then close it when the period ends. Generate a closing report, lock the session to prevent edits, and optionally archive it. Switch between active and historical sessions to review past performance.

  • Session-scoped sales and stock reports
  • Closing report generation for handover
  • Lock and reopen workflows for managers
  • Safe archive without data loss

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