Samba - Need Help In Porting and with Entity Screen

[Jesse]

Hello @Gaurav_Saha,

All of your settings, Menus, Rules,Actions,Calculations, Buttons, etc are stored in the database not the software. Its literally as easy as backing up the database and moving it to a new PC. This is better than storing that information in the software locally it makes it much more flexible, portable, and easier to troubleshoot.

For your tables question you need to set your department back to Entity Selection. You changed it to Create Ticket which by default creates a ticket first. Entity Selection makes you select an entity, Table, first.

---

@Gaurav_Saha

1. Is their a way we can backup the configurations of the POS (i know about the DB backup) but i am wondering if something were to go wrong in the system I would need to do the reconfiguration all over for the whole POS. Is there a way to backup and restore the configuration of the POS. (I hope not all useful features are paid)

You should start using MS SQL Express 2014 if you have not yet. This will give you the flexibility and security you want. It is as simple as running a database backup using MSSMS and restoring it. SambaPOS uses a connection string to connect to the database and instance. I wrote a simple tutorial here:

SQL Express 2014 Installation - SambaPOS4 Database Setup - [BONUS] How to Convert from CE to SQL Express

Microsoft SQL Express 2014 SQL Express 2014 Download Link Versions Available Express 32BIT WoW64\SQLEXPR32_x86_ENU.exe Express 32BIT\SQLEXPR_x86_ENU.exe Express 64BIT\SQLEXPR_x64_ENU.exe ExpressAdv 32BIT\SQLEXPRADV_x86_ENU.exe ExpressAdv 64BIT\SQLEXPRADV_x64_ENU.exe ExpressAndTools 32BIT\SQLEXPRWT_x86_ENU.exe ExpressAndTools 64BIT\SQLEXPRWT_x64_ENU.exe LocalDB 32BIT\SqlLocalDB.msi LocalDB 64BIT\SqlLocalDB.msi - MgmtStudio 32BIT\SQLManagementStudio_x86_ENU.exe - MgmtS…

---

@Gaurav_Saha

2. Clearing all the transactions or archiving all the transactions should be a built-in feature.

You can do this with the optional module or you can do it yourself with MSSMS if your running SQL Express by using this script as a query on the database.

PS. v5 the database tools module and database backup modules are built in.

DELETE FROM [TicketEntities]
GO
DELETE FROM [Tickets]
GO
DELETE FROM [AccountTransactionDocuments]
GO
DELETE FROM [AccountTransactions]
GO
DELETE FROM [AccountTransactionValues]
GO
DELETE FROM [Calculations]
GO
DELETE FROM [CostItems]
GO
DELETE FROM [InventoryTransactionDocuments]
GO
DELETE FROM [InventoryTransactions]
GO
DELETE FROM [Orders]
GO
DELETE FROM [PaidItems]
GO
DELETE FROM [PeriodicConsumptionItems]
GO
DELETE FROM [PeriodicConsumptions]
GO
DELETE FROM [ProductTimerValues]
GO
DELETE FROM [Payments]
GO
DELETE FROM [WarehouseConsumptions]
GO
DELETE FROM [WorkPeriods]
GO
DELETE FROM [EntityStateLogs]
GO
UPDATE [Numerators] SET Number = 0
GO
UPDATE [EntityStateValues] SET EntityStates = '[{"S":"Available","SN":"Status"}]' Where EntityStates like '%Status%'
GO 

---

@Gaurav_Saha

3. Is there a feature to mail the reports, accounts, stock inventory on a daily, weekly, or periodically basis (as configured) to the owner via some mailing system (i.e. automated notifications via SMTP configurations to owner and/or other folks like accountants, auditors, etc.)

Yes there is it is the Send Email action you can find more information from this discussion here:

Email End Of Day Report?

Hello, I’d like to email an end of day report to our partner. Can anyone point me in the right direction? I can’t find any reference documentation on SambaPOS automation. Any help appreciated, thanks.

---

The final question about the stock level will be available when v5 releases which will be soon. With v5 you will be able to port all of your setup to it with little issue. There are a few things different so you may want/need to tweak it after porting.