Deleting entities in Numerik requires admin access with delete permissions. If you don't have admin access, contact the support channel to have the required permissions added.
When to use this feature
The delete feature is mainly used to delete sales data when required. Other entities, such as customers, products, contacts, sales reps, and product groups, should usually be managed in your ERP first so the changes flow through to Numerik. Only delete these directly in Numerik in special cases.
What you need before you start
Prepare a CSV or Excel file with the exact required headers for the entity type you want to delete. Numerik lists the required fields on the Delete entities page, including supported entity types such as Customers, Sales Reps, Products, Product Groups, Sales Data, and Contacts.
Steps to delete entities
Go to Data Management.
Open Delete entities.
Select the entity type you want to delete.
Upload your CSV or Excel file with the required headers.
Confirm and start the upload.
Wait for the upload to finish.
Review the final message showing how many entities were deleted.
Notes
Make sure the file contains the correct IDs and exact column headers. For sales data, the file should include the required sales identifiers, such as TransactionId and LineId.
Once the upload is complete, Numerik will notify you how many records were deleted.