Whilst your account doesn't have much information in it, you can reset parts of your database. You will need to have:
- Less than 50 sales quotes/orders
- Less than 200 accounting journal entries
This will let you play around with your system during the trial and training period, then wipte the slate clean for a fresh start.
To reset your data
- Visit Setup:Import data from the main menu
- Click the "Reset data" link
- Choose when area of the system that you would like to reset.
Resetting contacts
Resetting contacts will delete everyone on the system (including staff) above contact ID 4. The person that created the account in the first place is contact ID 4.
Alternatively, you can remove all orders, events and accounting entries, then selectively delete batches of contacts using the batch management in the CRM area.
Resetting Accounts
This will remove all journal entries, leaving your Chart of Accounts in place.
Resetting Orders
This will remove all quotes, sales and purchase orders, but will not delete any accounting entries that may be associated with invoices.
Resetting Products
This will delete all your products, and will leave your categories, price lists and brands intact.
Zero all stock levels
This will clear out all entries in your stock database, leaving the products in place. It won't affect your accounting database. It will also remove all previous stock change logs, so if you have made stock adjustments this data will not be kept.
