When you create a Katana account, you'll likely notice that we've added some demo data. The data is to make it easier to explore Katana and better understand how it works.
However, you will probably want to clear the demo data and insert your own items and orders at some point.
To remove the demo data, find the Demo data button in the top navigation bar and click it.
All the pre-added items and orders will be removed from your account after clicking on the Demo data button. If you edited any demo data to convert it to your own items or orders, please be aware that this data will also be deleted.
If you used demo items in any product recipes or created stock adjustments for demo items, Katana might not be able to clear all the demo data. If this happens, you'll receive a message informing you.
Deleting demo data manually
If the auto removal of demo data fails or some items and orders are not deleted, you can also clear the remaining data manually.
You can delete demo orders and items by navigating to an item or order card, clicking on 3-dots icon in the top right corner of the card, and selecting Delete. Katana applies some restrictions to deleting items that have existing stock or related orders, so we recommend deleting demo data in the following order:
Delete Done Purchase, Manufacturing, and Sales orders. Navigate to the respective section and select Done table from the table header. Delete each order by opening the order, clicking the 3-dots, and selecting Delete.
Delete Open purchase, manufacturing, and sales orders in the same way. You can access those in the respective sections in Katana.
Delete demo products. You should delete products before materials as demo materials are included in the product recipes of demo products, and Katana will not allow deleting materials used in recipes.
Delete demo materials.
Encountering issues deleting demo data?
If you find that some of your demo data isn't deleted, you will need to change your Inventory closing date.
Head to Settings and choose Costing from the left-side menu.
In the yellow box, click Change inventory closing date.
Choose a date earlier than when the account was created.
Delete the demo data
Return to Settings screen > Costing and return the Inventory closing date back to what it previously was.
Now, enter your own data by importing your products and materials, or just insert items and orders manually.
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