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Removing Trial Sample Data

How to remove the trial sample data that came during the installation

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Written by Ashok P
Updated over 3 weeks ago

When you try out SI, SI comes pre-populated with sample products, labor items, packages, clients, and two sample projects. During the trial or after you've purchased SI, you may want to remove the sample trial data.

Remove Products

1/ Click Start > Catalog > Manage Products. This will open Product Explorer.

manage products.jpg

2/ Click the Queries button and run the Sample Data query.

query.jpg

3/ Select all of the products and delete them.

Remove Labor

1/ Click Start > Catalog > Manage Labor. This will open the Labor Items Explorer.

manage labor.jpg

2/ Delete all labor items set to manufacturer "DTI."

sample labor.jpg

Remove Packages

1/ Click Start > Catalog > Manage Packages. This will open Package Explorer.

manage packages.jpg

2/ Delete all of the packages shown below.

sample packages.jpg

Remove Sample Projects

1/ Click Start > Projects > Manage Projects. This will open Project Explorer.

manage projects.jpg

2/ Select the two projects shown below and delete them.

delete projects.jpg

Remove Sample Clients and Contact

You can also remove the two sample clients and one sample contact by going into Client Explorer and Contact Explorer, as shown in the screenshot below.

people explorers.jpg
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