The templates
Each template provides linked records across sales, purchasing, production, quality, and accounting: Seeded dates are relative to the application date and include recent orders, jobs in progress, and upcoming due dates. Parts include thumbnails, and each template includes a 3D assembly. Templates include normal and exceptional states: lost and expired quotes, partially shipped orders, paid and partially paid invoices, voided receipts, closed accounting periods, and succeeded, failed, and skipped workflow runs. Related stock movements and payment settlements keep quantities and invoice balances consistent. Posted invoices, payments, memos, receipts, and shipments include journal entries for financial reports. Jobs span every work center over three weeks and include active and recently completed operations. The signed-in user receives a job, shift, assignments, and an open time card. Templates also configure sales and storage rules, purchase approvals, and customer portals. They do not add uploaded files, so Documents remains empty.Apply a template
Under Settings → Demo Data, select Apply for a template. Alforse first snapshots current company data, then replaces it with the template. The operation continues if you leave the page and reports each phase. After applying the template, Alforse runs MRP and scheduling in the background to populate Material Planning, Demand Forecasts, Scheduling, and Priorities. If this run fails, the demo data remains and the regular three-hour MRP run retries the work. When it finishes, the “Demo data applied” card asks you to decide:- “Keep” accepts the demo data and permanently deletes the saved copy of your previous data, so it can’t be reverted afterwards. Alforse asks you to type “I understand, replace my existing data with the new demo data” to confirm.
- “Revert” puts back exactly what was here before.