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 wipe the slate clean for a fresh start.
To Reset Your Data
- Go to Setup > Data/Import > System reset.
- Select which area of data you want to reset.
- Click the Reset data button to go ahead.
Removing All 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.
Removing all Events
This will delete all you tasks/activities/events from your Event List and calendar.
Removing All 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.
Remove All Orders
This will remove all quotes, sales and purchase orders, but will not delete any accounting entries that may be associated with invoices. Resetting your orders will also reset all your stock levels to zero.
Remove All Accounting Entries
This will remove all journal entries, leaving your Chart of Accounts in place.
You will need to remove all accounting entries if you want to change your tax scheme at Setup > Compay > Accounting: Tax.
Load a Preset Configuration
Brightpearl comes with pre-configured setups for several countries. You can load one of these configurations to automatically create tax rates, countries, currencies and tax zones. You can only use this during your trial period.
- Go to Setup > Data/Import > System reset.
- Select the preset configuration to use.
- Click the Load localisation button.
