One-line answer: A manual backup saves a full copy
of your Vatrix database – items, customers, invoices, stock and settings
– to a folder you choose, right now. Take one before a software update,
before restoring, before moving to a new PC, and whenever you want extra
safety. Same steps in every edition.

Before you start

  • Log in as admin or a user with Admin →
    Settings
    access.
  • Have a folder ready on a second drive, USB drive or Google Drive
    desktop folder. A typical backup is around 1 GB, so check free
    space.
  • Ask other counters to finish their current invoice; the backup is a
    snapshot of that moment.

Steps

  1. Open Admin → Settings. The Settings screen opens
    with the BACKUP, RESTORE and
    SCHEDULE BACKUP buttons in the Data
    Base
    section.
    Settings screen showing BACKUP button
  2. Click BACKUP. A folder window opens.
  3. Choose the backup folder and confirm. Vatrix writes the backup file
    and shows a message when it is complete.
    backup complete message
  4. Open the folder in Windows and check the file is there with today’s
    date and time. backup file in the folder
  5. Copy the file to a second place – a USB drive, Google Drive or
    another PC – so a single disk failure cannot take both copies.

Check it worked

The backup file exists, has today’s date and is not zero bytes. If
you want to be sure, restore it on a test PC using How to restore
backup in Vatrix POS and ERP
.

Common problems

  • BACKUP button greyed out → the user role does not
    include Settings. Log in as admin.
  • Backup fails on a network drive → save to a local
    folder first, then copy the file to the network or cloud folder.
  • File is very small → the database connection points
    to a different or empty database. Check Admin → DB
    Manager
    and back up from the main PC.

Video

FAQ

How often should I back up? Set a daily scheduled
backup and take a manual one before any change to the PC or
software.

Can I back up from a counter PC in a multi-counter
setup?
Take the backup on the main PC that holds the SQL Server
database, so it includes all counters’ data.

Does the backup include my logo and print settings?
The database backup includes your data and most settings. Keep a copy of
your logo file and re-check printer settings after a restore on a new
PC.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30 pm

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