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Transfer InventoryPlus data to new system

Process of changing One system to another system including data and subscription

Follow the below steps to transfer data and subscription to new system.

Steps to be completed on old computer

  1. Make sure install the latest version of Inventoryplus. 
  2. Copy the data folder to safe location. Usually created company will be stored on data folder. Data folder available at InventoryPlus installation location (i,.e C:\Program Files (x86)\InventoryPlus)
  3. If company is created on different location then take the backup of .ims file, You can check the location of file using Home -> Settings -> General tab. 
  4. Make sure take the backup, Login to inventoryPlus, Goto settings -> Backup to take the backup, Verify the backup .bkp is created at selected directory. 
  5. Deactivate the subscription. Goto About App – Click on Upgrade subscription button, Enter Registration Id and Code and click on Deactivate button to deactivate.  Make sure deactivate the subscription after taking the backup and completing above 3 steps. 

 

Follow the below steps on new computer 

  1. Make sure install the latest version of Inventoryplus on new system. 
  2. Overwrite the the data folder copied from old system. Run the inventoryPlus software, If company file created on data folder then once after running the software will ask for subscribe, 
  3. If company file is create outside the data folder then copy .ims file on data folder and run the inventoryPlus software and use the open company option to open the company file. Once after open the company software will ask for subscribe.
  4. Use the Registration ID and Auth Code to activate the subscription

 

Note:

  1. If old system is corrupted or not able to access then you can restore the data from backup file on new system using restore feature. 
  2. Sent email to [email protected] using your registered email id and request for deactivating old system registration, InventoryPlus support team will verify your request, If it looks valid then team will help you to deactivate subscription on old system and allow to activate on new system. Once after getting confirmation from team InventoryPlus then activate the subscription on new system. 
  3. Make sure take the backup on regular interval, Sync backup to remote cloud drive like google or dropbox, This will help your data safe and easy recovery in case system/hard disk crashes, or lost. 

Advanced Data Analysis Dashboard

InventoryPlus is built with Analysis tool called Analyze Dashboard, InventoryPlus help you to analyze transaction data effectively.  Go to Report -> Analyze screen will help to analyze the financial year data based on various criteria. Our advanced analysis dashboard is flexible enough to analyse transaction in details, advanced filtering, profiling and data  mining is possible. Data can be grouped based on various parameters, Data can be printed or exported to Excel or other third party tool for further analysis.

Most common analysis required for retail and wholesale industry as follows,

  • Customers : Help to analyze the top customers based on nature of sales
  • Orders : Analyse Order VS Profit VS Products
  • Products : Fast Moving Products, quarterly analysis

Data analysis will help you to analyse the transactions in details, Ex,. find out the leakage of profit in business, Slow moving products yield negative cash flow, Give more discount and encourage regular customers. Track discount VS Profit ratio, There are many way to analyse the financial year data.  Our Analyze dashboard help small shop to multi location supermarket to explore new business model, Take proper decision and improve profitability, customer satisfactions etc,.

InventoryPlus User Preference

InventoryPlus user preference supports list customization. You can add or delete not required fields from sales screen.  In case if you want to add column like Discount % instead of Discount amount then you can do it as you like.  Do you want to hide the not required column? then you can do it using our unique field choose feature.

This feature is enabled across the application so you can hide or show the fields according to your requirements. You can arrange the fields as per your requirements as well. System will save the state after changes so in future if you come to same screen your changes will be retained.

InventoryPlus Sale screen layout customization

We have rolled out new feature called build your own sales screen. YES IT IS TRUE, You can build or arrange the sales screen as per your requirements.

Our unique feature help you to arrange control as per your requirements. It is simple drag and drop feature will help you to arrage the entire sales screen.

InventryPlus Cloud Backup

Steps to configure cloud backup

Safeguarding data is one of the important to do list for all company. Proper backup configuration and it should sync to any cloud drive like Google or One drive, In case of system crash data can be easily restored back from backup set stored in cloud drive easily. Only required is Internet connectivity and google or one drive or Dropbox account.

  1. Create the google account and download the google drive backup tool here .
  2. Install the downloaded google drive software on local system.
  3. Run the inventoryPlus software. Goto settings -> Backup
  4. Select the backup drive location (Ex. D:\backup)
  5. Select the Auto daily backup option. This option will automatically create the new backup file when software starts daily.
  6. Run the google drive software from task bar.
  7. Go to “Sync option” select D:\backup as folder location which created on point 4.
  8. Select only this folder option to sync only backup folder to google drive.
  9. From application click on backup button to generate the backup file.
  10. Wait for some time, You should get the backup file created from software automatically synced to google drive.

Configuring the Google Drive backup in InventoryPlus

InventoryPlus support the Built-In Google Drive backup feature available for Premium uses only. 

Refer here for more details about how to configure the Google Drive backup feature or Below Video will explain how to configure the backup. 

Note

Taking the backup is important and cross verifying(integrity check) backed up file in position to restore without any issue also important.  In case of emergency you should be in position to restore back the system to earlier position and continue with business without much delay and less data loss.

Follow below steps periodical to verify backup file is not yet corrupted and it is in usable state.

  1. Download the backup from google drive.
  2. Install inventoryPlus software on other system
  3. Use the InventoryPlus software restore feature to restore the backup
  4. Confirm you are able to login to software and able to see old data. at least products.
  5. Restore verification is important because
    1. in case if you took backup of wrong company data then you are not in a position to restore it,
    2. If backup file is corrupted because of system or hard-disk failure or some other unknown reason, then also you are not able to restore the data.

InventoryPlus support the Integrity Test feature as well, You can easily test the backup file’s integrity test easily using restore feature.  Refer here for more details about restore and Integrity test

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