Standard Data Set

There are three ways to load a standard set of data containing esential codes, etc. when you are trying to populate a new business.

Using Models

Log in to the newly created business's ERP site and go to System Administration→Business.

Click on the Models link. Activate the desired models and click on Update to load the data contained in the model.

Using Existing Business as a Template

Log in to the ERP site of the business that you want to use as a template and go to System Administration→Business.

Click on Copy button to create a copy of the business.

Log out and then log in to the newly copied business and go to System Administration→Business.

Change the particulars, especially the short name and organization name.

Remove all non-standard and unnecessary data, like transactions, etc.

If you wish you could Save Business Data at this point using initdb. The generated .data file can be set aside for use as Standard Data for future use, as described in the following section.

Using Saved Standard Data

If you have a saved .data file from a standard data set, copy it into a new file, say x999999-NewCompany.data, where 999999 is the business id and NewCompany is the short name of the new business you are creating.

Edit the file x999999-NewCompany.data using any text editor to change the short name and organization name.

Use Quick Load in initdb to create the new business with all the essential data.