New users may need to clean data after they have explored Nimbus for a while and want to start afresh. Cleaning or Deleting Data in Nimbus is easy. Let’s learn how to do it.
To access Clean Data screen, from the side bar menu select Utilities>Clean Data.
The following screen will be loaded.
Clear Sales check box: If you want to clear your sales data mark this check box.
Clear All Transactions check box: This will clear all transactions on all the screens for example PO, GRN except your Sales Receipts and Items defined.
Clear Items check box: This will clear all the items defined. To enable this check box, ‘Clear Sales’ and ‘Clear Transactions’ check boxes must be checked.
Deleting Accounting Module Data
If you are using the accounting module in Nimbus RMS, you will also get the option to delete the accounting data:
Clear Vouchers: Selecting this checkbox will clear all created vouchers in the Nimbus RMS accounting module.
Clear Chart of Accounts: Selecting this checkbox will clear all created chart of accounts in the Nimbus RMS Accounting module. To clear chart of accounts, the ‘clear vouchers’ checkbox must be checked.
After selecting the required checkboxes, click the Clear Data button
This process will create a ticket for data deletion request.
After a while you will get a call from the support department to confirm your request.
Once you confirm it, your data will be deleted in a day.
Loading Sample Data
To upload sample data, mark the checkbox ‘Load Sample data’ and select the business type to load the relevant data.
Note: Uploading sample data will clear out all your existing data and replace it with the sample data of the selected business type.