Archiving data

Modified on Tue, 8 Jun, 2021 at 9:21 AM

Overview

With Cloud Retailer, you're able to archive your historical data. This is done by configuring the "delete history" integration process which can be set up to automatically trim sales transaction and inventory data history once it reaches a certain age.

Procedure

This process is typically set up to run once a month and includes:

Sales transaction data
Images of sales transaction data
Sales tax data
Sales payment method information, including payment signatures
Purchase order history
Inventory transfer history
Shift reconciliation data
Time clock history
Various logging data like errors, change history, etc

Additionally, we can configure reports that contain the critical data you need that would be deleted to export to you via Excel spreadsheet to be sent on the same schedule. This would allow you to have a copy of the critical elements of the data that would be removed for future reference.
The standard exports include data exported from the following reports (all columns)

Detailed sales report with ALL columns
Detailed payments report
Detailed tax collected report
Time clock report
Purchase order/transfer details report

We schedule the email containing this data to arrive 48 hours prior to the delete process running so that there's a window to report an issue if the email doesn't arrive for whatever reason. Once data is deleted, it cannot be accessed again.
We configure this process for clients based on the standards above which takes 4 hours of premium services to execute.
If your database is very large - we may need to use a different method than email to transport the archived data - for example - delivery via FTP site. If you have a special request about the frequency or the contexts of the exports beyond what the standard is, we can accommodate that as well. If these are required additional premium service time would be consumed.

Archiving data

Overview

Procedure

References