Process Store Items

This section is available if you use Charm’s online store.  It walks you through moving current items into the new school year.  You must complete the “Advance Orders” step before you can process your store items as any orders you continue into the new school year will have the store items automatically re-created.

  1. On the end of year page, find Process Store Items and click 


  2. Next to each store item, select an action.
TIP:  Recreate brings the item into the new school year and leaves the inventory information.  Zero Stock (Recreate) brings the item into the new school year and clears out the inventory information. Selecting  Close means you don't want to carry the item into the next school year.

  1. Click 


  2. On the Confirm Item Actions page, review your selections. If you are satisfied with the selections, click Save. If not, click Back and walk through the steps again.
IMPORTANT: When you save your changes, this section is locked and you cannot make updates. Be sure you are confident in your selections.
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