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How can I delete/clean test sales?


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Hello! 

Loyverse has an option to Cancel Receipts from the Back office 

Open Receipt section in Reports --> open receipt you want to cancel and cancel it here

image.png.53c0a5f593551fd0bc02cbdbeec0cf50.png

 

 

If you have many test sales, you can delete your account with all your data. And then start a new one.

If you decide to delete your account, please write from the business owner's email specifically to privacy@loyverse.com with the subject "Delete my account." Our support team will then delete your account upon request and send you a reply by email.

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On 1/19/2020 at 12:31 AM, Christine said:

Hello! 

Loyverse has an option to Cancel Receipts from the Back office 

Open Receipt section in Reports --> open receipt you want to cancel and cancel it here

image.png.53c0a5f593551fd0bc02cbdbeec0cf50.png

 

 

If you have many test sales, you can delete your account with all your data. And then start a new one.

If you decide to delete your account, please write from the business owner's email specifically to privacy@loyverse.com with the subject "Delete my account." Our support team will then delete your account upon request and send you a reply by email.

if i do this ("if you have many test sales, you can delete your account with all your data, and then start a new one"), as we have many test sales, can i be sure that all my back office entries, photos, item lists, are still going to be there? or will i literally have to start from scratch? I have invested many hours in back office setup.

We have run many test sales, and now with being on hold for trading due to virus pandemic, will take the downtime to fine-tune the sales and train our volunteer staff; if i have to, i will just mark the sales history before official implementation as sales in test and get our bookkeeper to adjust accordingly? 

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1.How to delete the void receipts? 

2.how to give a manual discount? 

3.how to deduct the stock,? If 1 menu item contains 3 item inside?  

At the back office, if 1 menu item related to 3 or more item, that only counts about Cost? Not to deduct the stock? If there is a selling? 

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I don't think you can delete a sale, however, you can reverse a sale by refunding it. I know it could affect your reporting by increasing the number of refunds. 

 

I wish if there is a better way even if it is for mgmt users.

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21 hours ago, JoJoAU said:

if i do this ("if you have many test sales, you can delete your account with all your data, and then start a new one"), as we have many test sales, can i be sure that all my back office entries, photos, item lists, are still going to be there? or will i literally have to start from scratch? I have invested many hours in back office setup.

We have run many test sales, and now with being on hold for trading due to virus pandemic, will take the downtime to fine-tune the sales and train our volunteer staff; if i have to, i will just mark the sales history before official implementation as sales in test and get our bookkeeper to adjust accordingly? 

If you send a request to delete your account, all your data will be deleted. 

Before sending request to delete your account, please, export your item's list and after creating account anew import it back so you will not have to add your items one by one again. 

Here, you can find a tutorial how to export/import your items: https://help.loyverse.com/help/importing-and-exporting

The item's pictures can't be exported/imported unfortunately. You will have to add them again one by one from the Back-office or POS app. 

If you have a customer base, you can export it too and import it again in the new account you create: https://help.loyverse.com/help/importing-and-exporting-customers

A note about the feature of cancellation of receipts: 

When you cancel a receipt, it will not be accounted in the reports, and all items will be returned to stock.

Check the tutorial for more details: https://help.loyverse.com/help/how-cancel-receipts

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1 hour ago, Mia said:

If you send a request to delete your account, all your data will be deleted. 

Before sending request to delete your account, please, export your item's list and after creating account anew import it back so you will not have to add your items one by one again. 

Here, you can find a tutorial how to export/import your items: https://help.loyverse.com/help/importing-and-exporting

The item's pictures can't be exported/imported unfortunately. You will have to add them again one by one from the Back-office or POS app. 

If you have a customer base, you can export it too and import it again in the new account you create: https://help.loyverse.com/help/importing-and-exporting-customers

A note about the feature of cancellation of receipts: 

When you cancel a receipt, it will not be accounted in the reports, and all items will be returned to stock.

Check the tutorial for more details: https://help.loyverse.com/help/how-cancel-receipts

 

thanks heaps Mia. I had assumed as such. So i will just note it on our accounts processing to ignore. appreciated the feedback 🙂

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Hi all,

 

Ive recently purchased a new till which uses the Loyverse database etc. Ive been doing loads of test sales to make sure myself and my employees are trained to use it. That process has been completed so now i want to remove all those sales and start a fresh. Is this possible?

 

Andy

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Hello! Everyone just want to share what i did for my test receipt(deleted/void) in my loyverse.

I just cancelled  the receipt then it will all gone in the app also in back office summary reports. But when you go under receipts in back office it will show the cancelled receipt all stocks will go back in inventory. And also for test practice take NOTE the RECEIPT NUMBER. At least you know which one is the practice and real one. 🙂

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On 13/6/2021 at 1:09, GMFPT21 said:

¡Hola! Todos solo quieren compartir lo que hice para mi recibo de prueba (eliminado / anulado) en mi loyverse.

Acabo de cancelar el recibo y luego todo desaparecerá en la aplicación también en los informes resumidos de back office. Pero cuando vaya debajo de los recibos en la oficina administrativa, mostrará el recibo cancelado, todas las existencias volverán al inventario. Y también para la práctica de prueba tome NOTA el NÚMERO DE RECIBO. Al menos sabes cuál es la práctica y la real.🙂

Thank you, I also canceled and it was effectively removed from the report.

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