purge_inventory_purge_customers_purge_suppliers
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| purge_inventory_purge_customers_purge_suppliers [2019/05/07 13:57 (5 years ago)] – rclarke | purge_inventory_purge_customers_purge_suppliers [2019/05/07 13:59 (5 years ago)] – rclarke | ||
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| 20. Type in the name Delete, then click Delete Inventory then click Ok. | 20. Type in the name Delete, then click Delete Inventory then click Ok. | ||
| 21. That should delete all of your Inventory. If any have not deleted that is because they are tied to an invoice. If that is the case, you will need to make sure all invoices are empty, meaning delete the products off the invoice, change the customer name on the invoice from the current name to Coast Lighting, then void the payment, then void the invoice. | 21. That should delete all of your Inventory. If any have not deleted that is because they are tied to an invoice. If that is the case, you will need to make sure all invoices are empty, meaning delete the products off the invoice, change the customer name on the invoice from the current name to Coast Lighting, then void the payment, then void the invoice. | ||
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| + | Purge Vendors: | ||
| + | 1. Go to System Five, then Reports | ||
| + | 2. Print Customer/ | ||
| + | 3. Click on Mailing List | ||
| + | 4. Change the Customer/ | ||
| + | 5. Click on subtab, Lookup Words, then towards the bottom, click the subtab, Add Lookup Word | ||
| + | a. Add the lookup word ‘Delete’ in the Add box. Then click Add | ||
| + | 6. Then click View, then click Yes on the box that pops up regarding the making of mass updates to the data in the system. | ||
| + | 7. You have now added a lookup word to the data in the system. | ||
| + | 8. Next go to Setup > Utilities > Toolbox. Click Ok regarding the backup, then click Yes, regarding the Question, Did you back up your data. | ||
| + | 9. Click on the drop down menu, Customer/ | ||
| + | 10. Double click in the Lookup word box and click on Delete then click the right arrow to move it to the Attached Words box. Then click OK | ||
| + | 11. Then Click Delete Accounts by Lookup Word. | ||
| + | 12. That should delete all of your Vendors. If any have not deleted that is because they are tied to an invoice. If that is the case, you will need to make sure all invoices are empty, meaning delete the products off the invoice, change the customer name on the invoice from the current name to Coast Lighting, then void the payment, then void the invoice. | ||
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| + | Purge Customers, follow all the steps, outlined above, but where it says, Supplier, replace with Customer. | ||
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purge_inventory_purge_customers_purge_suppliers.txt · Last modified: 2022/03/24 05:34 (2 years ago) by anemenzo