GEM-CAR FAQ
Cleanup Tool - Delete Unused Locations
When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors.
To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool.
Selecting the Delete Unused Locations option organizes the system by eliminating unnecessary data, making it cleaner and more efficient.
This facilitates navigation and inventory management, reducing errors and avoiding confusion with obsolete locations. It also simplifies maintenance and location updating.
With a clear view of stock, the system reflects physical reality, making management more precise. This feature optimizes processes, guaranteeing efficiency and organization.
Other Cleanup Tool options:
- Remove 0s in front of product codes
- Make products without inventory quantity inactive
- Disable “Bill to” in Client
- Make categories without products inactive
- Delete products that are inactive and not in inventory and packages
- Recalculate inventory quantities (Ex: merge duplicate lines)
- Clean up duplicate clients (put -1, -2, etc...)
- Reassign category configurations to estimate products (accounting accounts)
- Remove duplicated vehicles
- Put the “Show on invoice” and “Show on quote” boxes checked on all products
- Remove spaces in plate number fields (vehicles)
- Renumber clients in numerical order (starting with 100)
Posted
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Bianca da Silveira De Amorim
#2269
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