Hi Mindy,

The way to purge data from Softrak Sales Analysis 6.5A is from the 'Archive/Purge' function, which can be found on the Housekeeping menu, and Maintain Archive files sub-menu. This function uses Extraction rules, the same as for reports, to select which records are to be either archived and/or purged.

The first thing you must do is determine is whether an Extraction rule exists that meets your specific criteria, such as a date range, customer range, certain salesperson, etc. If it doesn't already exist, you need to create it via the Maintain Extraction Rules function.

Once that is done, you run the Archive/Purge function. Archiving data will move data to a separate file, and Purging does not. All you really need to do is follow the on-screen instructions, remembering to select the correct Extraction rule. You have a chance of cancelling the process in many places, in case you realize that a mistake was made.

I'd suggest making a backup of the data prior to Purging data, just in case.

Hope this helps.
Regards,