When to do it
Your company starts with sample data so every screen has something to show. Before you start trading for real, remove it, so reports, stock and the books show only your own business.
The sample products are made-up brands (Misty Peak tea, Clearwell water and the like), so nobody can really sell or buy them. Anything you made with one while practising - a till sale, a return, an order, a delivery, a stock count or transfer, an online order, a supplier bill - is removed with the sample data, even when it also had one of your own products on it. Documents that use only your own products are never touched.
You can do it at any time, and again later: while anything sample is left (for example after an earlier removal), the card offers it again.
Remove it
- Open Settings → Company and scroll down to the "Sample data" card.
- Read "What will be removed": the sample products and their categories, the year of sample sales, the sample supplier with its purchase order and delivery, the five sample employees with their roster and leave, and the stock movements and journal entries of all of it.
- Read "Practice documents": what you made with the sample products, by kind, with the sales total. Under "Mixed documents, removed whole" you see by number any document that has a sample product and one of your own: the whole document goes, and your product's stock is put back as if it had never happened.
- Check "Kept, not deleted" if it is shown: a sample category that holds your own products stays, and the sample supplier is only deactivated when one of your own orders or bills names it.
- Press "Remove sample data".
- Type your company code exactly as shown under the box, then press "Remove sample data permanently".
- You see "Sample data removed." with a list of what went, the practice documents included.
The company code is the short name your company was set up with. It is shown under the box as "Exactly: …".
What stays
Your store, register, tax rules and price list, public holidays, users and company settings are kept, and so are the categories you created (even empty ones) and every document that uses only your own products.
The accounting entries of the sample and practice documents go with them, whole, so your books start clean and still balance. A till shift you opened only to practise goes too; a shift with one of your real sales stays, and its expected cash is worked out again. Document numbers start again at 000001 when nothing of that kind is left.
If it cannot be removed
If a sample employee is on a payroll run that is approved or paid, the card says so and offers no button: that run is part of your records and cannot change. Contact support and we will remove the sample data for you.
If a supplier payment or credit note settles a bill made with sample products together with one of your real bills, the card names it: void or correct it first, then come back.
If you see "There is no sample data in this company.", there is nothing left to remove.