You have the option to erase all transactional data such as sales invoices and sales orders linked to a company and begin anew, while retaining other master data such as customers, items, and bills of materials.

Frequently, users establish all the master data and subsequently generate a few test records. Later, they may wish to delete these test records along with the company to reset their setup. This can be achieved in two ways:

1. Transactions deletion tool

This functionality permits the deletion of all records linked to the specified company, excluding those categorized under the DocTypes listed in the “Excluded DocTypes” table.

Exercise caution when employing this feature, as records deleted using it cannot be recovered. However, if you are certain you want to initiate a fresh start, adhere to these steps:

1. Generate a new “Transaction Deletion Record” document.
2. Specify the name of the Company for which you intend to delete records.
3. Adjust the “Excluded DocTypes” table as required.
4. Save and Submit.

With these steps completed, your Company will be reset.

The “Summary” table exhibits the names of the DocTypes from which records were deleted, along with the corresponding quantity of deleted records.

2. Delete transactions 

1. Go to Home > Accounting > Company and find your company.
2. On the top right, you’ll find the Delete Transactions button under Manage.
3. Enter your password.
4. Enter the company name to confirm.

This will submit a record in the Transaction Deletion Record DocType.

Note:

To perform this action, the user must have the role of System Manager.