Mass Clear Data

Test and training databases often need to be emptied before real work starts. This module adds a Clear Data wizard where an authorised user ticks which data families to delete, such as contacts, inventory, sales, purchases and accounting. It sits under Settings and works on the related apps tables. Implementers save hours of manual deletion, and access is limited to a specific group.

1. 1

   Grant the clear data group

   The administrator adds the user to the Clear Data group. Only members see the menu.

   • Group: Clear Data
   • Menu hidden for others
2. 2

   Open the wizard

   From Settings > Clear Data the user opens the wizard form.

   • Menu: Clear Data
   • Form with checkboxes
3. 3

   Choose data types

   Tick All Data or specific groups: Contacts, Inventory, Sale, Purchase and Accounting, with finer options such as Transfers, Journal Entries, Invoices & Payments and Chart of Accounts.

   • All Data option
   • Customers & Vendors
   • Sales & Transfers
   • Purchase & Transfers
4. 4

   Run Clear Data

   Clicking Clear Data runs clear_data, which checks each table and deletes the rows of the ticked families in a safe order.

   • Button: Clear Data
   • Irreversible deletion
   • Take a backup first
5. 5

   Verify the result

   The user reopens lists such as invoices or transfers to confirm they are empty and starts entering real data.

   • Check counts
   • Sequences may need resetting

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