Maintenance Guide

This guide is the starting point for QBM maintenance commands under Help > Maintenance. Use it to choose the correct task, understand the risk level, and open the detailed guide for each command.

Overview

QBM maintenance commands are used for database upgrades, performance maintenance, inventory repair, controlled cleanup, product updates, and licensed module handling.

Important: maintenance commands can affect company data, inventory values, performance, and available features. Run them only after a backup and only when an administrator or QBM support confirms the correct task.

Where To Find Maintenance

Menu path: Help > Maintenance

Some commands can be hidden depending on the edition, activation state, support mode, database connection, or current user permissions.

Start Here

If You Need To... Open This Guide
Upgrade the company database after a QBM version update. Upgrade Database Maintenance Guide
Improve database performance after upgrade, cleanup, imports, or heavy use. Reindex Database Maintenance Guide
Repair or refresh inventory quantities by item and location. Reconcile Inventory Maintenance Guide
Recalculate inventory cost, stock value, or zero-cost transactions. Reevaluate Inventory Transactions Guide
Run support-approved non-inventory transaction cleanup. Purge Non-Inventory Transactions Guide
Download an approved product patch or maintenance release. Update Product Maintenance Guide
Add a licensed module key supplied by QBM. Add Module Maintenance Guide
Review stored module keys, names, and active keys when the command is visible. Activate Modules Maintenance Guide

Maintenance Command Guides

Help > Maintenance Command Detailed Guide Use With Care Because...
Upgrade Database... Upgrade Database Maintenance Guide It updates the company database structure to match the installed QBM version.
Reindex Database... Reindex Database Maintenance Guide It rebuilds database indexes and should be run during quiet time.
Reconcile Inventory... Reconcile Inventory Maintenance Guide It refreshes inventory quantities and requires administrator control.
Reevaluate Inventory Transactions... Reevaluate Inventory Transactions Guide It can affect inventory cost, gross profit, stock value, and account balances.
Purge Non-Inventory Transactions Purge Non-Inventory Transactions Guide It deletes internal non-inventory transaction records and must be support-approved.
Update Product Update Product Maintenance Guide It downloads approved patches or maintenance updates when the command is available.
Add Module... Add Module Maintenance Guide It stores licensed module keys and can change available functionality.
Activate Modules... Activate Modules Maintenance Guide It reviews module activation information and may be hidden unless needed.

Safe Maintenance Rules

  1. Back up first. Do not run database or inventory maintenance without a current backup.
  2. Log users off. For upgrade, inventory reconciliation, reevaluation, purge, and reindex tasks, stop normal data entry first.
  3. Use administrator credentials. Maintenance tasks usually require an administrator or SQL administrator password.
  4. Confirm the exact company database. Never run maintenance on the wrong company.
  5. Record what was done. Keep the date, time, user, command name, and reason for support history.
  6. Verify afterward. Test the affected reports, lists, posting screens, or module menus before users resume work.

What To Tell Support

If you contact QBM support before or after maintenance, provide:

  • Company database name.
  • QBM version and edition.
  • Maintenance command you ran or want to run.
  • Date range, item, or module key involved, if applicable.
  • Exact warning or error message, if any.
  • Whether a backup was created and users were logged off.