MANDATORY: Please read the following before deleting an outlet or register:
**If you have registers assigned under an outlet you need to delete the registers first then move on to deleting the outlet.
Although you may have deleted the outlet or register, you will still be able to use generate reports on the deleted outlet and register.
To do this, type in the name of the outlet or register in the filter bar and the date range on the reports you wish to run.
Once you have deleted the outlet or register, you will not be able to filter for this outlet or register on the Sales Ledger or Sales History.
If you would like to export data for the deleted outlet or register, amend the Date from and Date to sections, on your Sales Ledger or Sales History, to the time before deleting the outlet or register.
You will then be able to export data for the outlet and register prior to deletion.
To access a sale from the deleted register, please refer to your exported CSV and type in the sale or invoice number on Sales Ledger or Sales History.
It is a good practice to keep multiple backups of the data.
We recommend, that prior to deleting your outlet or register, you save the register closure summary as a PDF. This is because the register's closures will be deleted from the register closure reporting page and you will not be able to access this after deletion.
You may not be able to delete the outlet or register if the third-party integration you have is live. Please speak with the third party themselves to see if you need to unlink the integration from the outlet or register you plan to delete.
Before you delete a register, we recommend that you follow the steps below:
1. Close any open sales (parked, on-account, and layby sales), open consignments (stock orders), and any in-progress inventory counts. To do this:
2. Close the register you wish to delete. To do this:
Please Note: Deleting the last register associated with an outlet will delete the outlet as well.
- Navigate to Products > Stock Control.
- Look for any open/sent orders linked to the outlet you want to delete.
- Click on the open order.
- Click on Cancel Order.
4. Cancel any open Inventory Counts. To do this:
- Navigate to Products > Stock Control > Inventory Count > Due.
- Click on the inventory count for the outlet you plan to delete.
- Select Review -> Abandon.
- A Warning message will pop up informing you about your inventory levels.
Important: Deleting a register cannot be undone.
To delete a register, navigate to Setup -> Outlets and Registers and click on the name of the register you would like to remove.
From here, click the Delete Register button in the right-hand corner of the page.
While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.
1. Close the register. In order to delete an outlet, the register must be closed.
2. Assign user(s) to an outlet you wish to keep except the primary admin which by default will have access to all outlets and cannot be changed.
3. Transfer any inventory from the deleted outlet to the outlet you wish to keep. This is because deleting an outlet will delete any inventory associated with the outlet as well.
Important: Deleting an outlet cannot be undone.
To delete an outlet, navigate to Setup -> Outlets and Registers and click on the name of the outlet you would like to delete.
From here, click the Delete Outlet button in the right-hand corner of the page.
While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.