Close out a show

Close-out turns the activity recorded during a show into a reviewable result. Complete it after the booth closes and before treating the event as final.

Availability and permissions: Ending the show and marking cleanup complete require Manage inventory. Creating, editing, or deleting show expenses requires both Manage inventory and View financials. Custom report views require Reports and View financials.

Reconcile the event

1. Open the show's cleanup page.
2. Compare recorded sales with payment records.
3. Review accepted offers and walk-up holds. Close valid sales or release reservations that should no longer block inventory.
4. Review assigned, sold, held, and remaining inventory.
5. Add all known show expenses when you have the required permissions.
6. Export the available CSV when you need a working copy outside CaseLink.

Fix an incorrect transaction through the sale's correction or void workflow; do not create an offsetting sale.

Record and correct sales

Read the result correctly

The cleanup Operating result is:

recorded show revenue - recorded show expenses

It is an operational event figure, not accounting or taxable profit. Inventory costs, purchases, trades, fees, taxes, and incomplete expense records can change the business interpretation. When Reports is available, use Show Performance for the broader recorded context.

Understand reports

End the public show

If the show portal was active, change the status to Ended with Manage inventory. The active public selling view closes and a filtered read-only archive remains.

Ending a show does not automatically prove that reconciliation is complete.

Mark cleanup complete

After the show is Ended and every discrepancy is resolved:

1. Verify sales, holds, expenses, and remaining inventory one final time.
2. Save any needed export.
3. Mark cleanup complete.

The cleanup marker records process completion; it does not lock or replace the underlying audit history.