Clean Up Company Data

The Clean Up Company Data procedure optimizes your Point of Sale data file, resulting in faster searches, lookups, and reporting. This procedure also allows you to remove old transactions and other information from your data file.

Optionally, you can also choose to compress the data file so that it takes less hard disk space. How is compressing different than optimizing the data file?

Note: In a multi-workstation configuration, this feature is available only from the Server Workstation.

Warning! Compressing the data file will significantly add to the amount of time this process takes and may not provide additional improvement to performance. Compressing a large data file may take several hours and is recommended only if you are running out of physical disk space. Complete this process during off-hours as it cannot be canceled once started.

A backup of your current data, before cleanup, will automatically be created during this procedure.

Before beginning:

- Read What do I need to know about cleaning up my company data?

- If desired, delete unneeded records from your item, customer, vendor, and employee lists. These records are not removed by the Clean Up Company Data procedure; however the lists are optimized if records have been manually deleted.

- Close Point of Sale on all workstations except the Server Workstation.

To clean up your data:

1. From the File menu at the Server Workstation, select Utilities > Clean Up Company Data.

The Clean Up Company Data wizard is launched.

2. Select Next to move through the wizard pages, selecting cleanup options:

- Specify if the data file is to be compressed.

- Select the records and/or documents you want to remove.

- If removing history documents, specify a cleanup date. All selected history documents created prior to the specified date are removed.

3. Select Cleanup.

A progress dialog is displayed as the cleanup procedure is carried out.

Notes:

- Transactions and records removed are no longer available on Point of Sale reports, customer history, or vendor history. However, all transactions are retained on the item history screen (but you can't QuickZoom to view them).

- Even if no records or documents are selected for removal, this procedure will optimize your data file for better performance.

Related Topics

Restore from a data cleanup backup