Database Purge Module - Overview

General Information

The Database Purge Module does not have to be purchased separately. It is included with every Mail Order Manager system. The purpose of the module is to enable you to "free up" space on your computer or network hard disk drive by removing information that is no longer important or no longer necessary for lookup. There are four types of information that can be "purged" using the module.

Warning: When you purge using this module, you permanently remove the record from your M.O.M. system. The information is no longer available for lookup or reporting in the system. For this reason, this module should be used with extreme deliberation and care.

Orders - older orders can be purged when they are no longer required for lookup in the system. Note: Uncompleted orders or unpaid will not be purged.   Also, if using the Universal Shipping Interface, the corresponding boxes for orders to be purged will be purged as well.
Note:   Orders with unredeemed gift certificates will not be purged.   Also, if the gift certificate is expired and belonging to an order satisfying the criteria for purging, it will be purged.

Customers - typically you purge inactive ordering and non-ordering customers after a certain period of inactivity. Note: To purge a customer with orders on file, all the orders for that customer must be purged first.

Purchase Orders - supplier purchase orders can be purged when they are no longer required for lookup in the system. Note: Uncompleted purchase orders will not be purged.

Telemarketing Entries - telemarketing entries can be quite lengthy and take up a significant amount of hard disk space. Older contact logs can be deleted when they are no longer required for lookup in the system. Note: Uncompleted calls will not be purged.

Inventory Transactions - every time you change quantities (receiving, sales and returns), change the price (receiving at new prices), or change the location (bin/warehouse transfers), you create an inventory transaction. Older transactions can be deleted when they are no longer required for reporting in the Inventory Transaction Report. Note: Unposted transactions will not purged.

Accounts Payable Transactions - supplier invoices, both unpaid and paid, can be purged.

Quotations - quotations can be purged.   By default any quotes that are expired, regardless of the date range criteria or the order number which selected will be purged.   Any other quote that meets the selected criteria will also be purged.

Warehouse Activity - individual log of your warehouse resources that progressed each historical order to completion can be purged.  It is recommended that large companies purge this file each year.

Correspondence Requests (Labels & Letters)   - customer notice requests and label requests that have been sent by e-mail, fax or printed can be purged.

See Also

Database Purge Module Selection Screen