Import Data - Cleanup Tool

When you import your data into V15, in order to prepare your system for the GO-LIVE, information can sometimes be incorrect or duplicated.

To correct these problems, GEM-CAR has a specific tool for such cases which is easy and efficient.

It's called the Cleanup Tool. To access it, click on the menu on the left under Tools > Cleanup Tool. 

The next window presents various options. Let's take a look at each one of them. 

The first thing you need to pay attention to is the warning in red: ATTENTION, the modifications that are made here are not reversible, be careful what you do! So use this tool with care and check your data before selecting it. 

In the first section, we have options that can optimize the amount of data and allow you to reduce the amount of unnecessary data in the system.

We have the following options:

• Next sale number
• Next quote number
• Next invoice number
• Make all products in these categories active
• Make all products in these categories inactive 

In the Make all products in these categories active option, you can select all, none or only some of the categories you wish to make active. If you click on the window, the drop-down menu displays the options from which you can choose. 

In the Make all products in these categories inactive option, you can choose to make products in all, one or none of the categories inactive. This reduces the amount of unnecessary data, especially if it's out of date or no longer relevant at the time. If you click on the window, the drop-down menu displays the options from which you can choose. 

In the next section, we have the history and the following options:

• History to keep
• Check Customers, Suppliers or Vehicles

Choose the aging history you desire to keep and the rest will be inactive (modules checked). The time options in the history to keep are as follows:  

• 1 year
• 2 years
• 3 years
• 4 years
• 5 years

Finally, if the country, state/province or language has changed, you can make changes in the following categories:

• Clients
• Suppliers
• Vehicles
• Human Resources

In the following section, we offer you several options that may perfectly suit your needs before the GO-LIVE.