When you create a Katana account, it comes preloaded with demo data to help you explore the platform's features. Once you're ready to input your own data, you can remove this demo content either automatically or manually.
Automatic removal of demo data
To quickly remove all demo data:
Locate the Demo data button in the top navigation bar.
Click the Demo data button.
This action will delete all pre-added items and orders from your account.
Important: If you've modified any demo items or orders, they will also be deleted. Additionally, if demo items are used in product recipes or have associated stock adjustments, some data might not be removed automatically. In such cases, you will be notified.
Manual deletion of demo data
If some demo data remains after automatic deletion, follow these steps:
Delete completed orders:
Navigate to the Sell, Make, and Buy screens.
In each, select the Done tab.
Open each order, click the three-dot icon in the top-right corner, and select Delete.
Delete open orders:
Repeat the above steps in the Open tab of each screen.
Delete demo products:
Go to the Items screen and select the Products tab.
Open each demo product, click the three-dot icon, and select Delete.
Delete demo materials:
In the Items screen, select the Materials tab.
Open each demo material, click the three-dot icon, and select Delete.
Note: Products should be deleted before materials, as materials may be part of product recipes.
Troubleshooting deletion issues
If you're unable to delete specific demo data due to inventory closing dates:
Navigate to Settings > Costing.
Click on Change inventory closing date.
Set a date earlier than your account creation date.
Attempt to delete the remaining demo data.
After deletion, return to Settings > Costing and reset the inventory closing date to its original value.
Next steps
With the demo data removed, you can now:
For guidance on importing data, refer to Katana's import tutorials.
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