Running SalesMate + with SQL Server

How to Install Microsoft SQL Server on Windows for SalesMate+

To run SalesMate+ with Microsoft SQL Server as the database backend on a Windows PC, you must first install and configure SQL Server. SQL Server is a rob

ust, enterprise-grade database engine that supports multi-user, high-performance operations — ideal for business applications like SalesMate+.

1. Download SQL Server Installer

  1. Open your browser and go to the official Microsoft SQL Server download page:
    https://www.microsoft.com/sql-server/sql-server-downloads

  2. Choose the SQL Server edition that suits your needs:

    • Developer Edition – full feature set (free for development/testing).

    • Express Edition – free, lightweight edition for small deployments.

    • Standard/Enterprise Edition – licensed editions with advanced features.

  3. Download the installer (SQLServer<version>.exe) and save it to your PC.

2. Run the SQL Server Setup

  1. Double-click the downloaded installer to launch the SQL Server Installation Center.

  2. On the left menu, click Installation.

  3. Choose New SQL Server stand-alone installation.

  4. The setup wizard performs a setup support rules check — click OK to continue.

  5. Accept the license terms and click Next.

3. Feature Selection

  1. On the Feature Selection page, check the following core components:

    • Database Engine Services

    • (Optional) Client Tools Connectivity and Management Tools – Basic

  2. Click Next to proceed.

4. Instance Configuration

  1. Choose the default instance (recommended) or define a named instance.

    • Default Instance uses MSSQLSERVER as the instance name.

    • Named Instance can be something like SALESPLUS.

  2. Click Next.

5. Server Configuration

  1. Set the SQL Server Database Engine service to start automatically.

  2. Choose the Authentication Mode:

    • Windows Authentication Mode (recommended)

    • Mixed Mode – Windows + SQL Server Authentication

  3. If you choose Mixed Mode:

    • Enter and confirm a strong sa password.

  4. Add the current Windows account (or other admin accounts) as SQL Server administrators.

  5. Click Next.

6. Complete Installation

  1. Review your configuration options.

  2. Click Install.

  3. Wait until the installation completes successfully.

  4. Click Close when finished.

7. Install SQL Server Management Tools (SSMS) (Optional but Recommended)

While SQL Server Management Studio (SSMS) isn’t installed automatically with the database engine, it is highly recommended for managing databases:

  1. Go to:
    https://learn.microsoft.com/sql/ssms/download-sql-server-management-studio-ssms

  2. Download and install SSMS.

  3. Use SSMS to connect to your SQL Server instance and manage databases, security, and backups.

8. Verify SQL Server Installation

  1. Open SQL Server Management Studio (SSMS).

  2. Connect to your SQL Server instance using Windows Authentication or SQL Server Authentication (sa account).

  3. If you connect successfully, the database engine is running correctly.

Configure SalesMate+ with SQL Server

After SQL Server is installed and running, follow these steps to configure it for use with SalesMate+:

  1. Create a New Database for SalesMate+:

    • In SSMS, right-click Databases → New Database…

    • Enter a name such as SalesMatePlusDB and click OK.

  2. Create a Login / User:

    • In SSMS, expand Security → Logins.

    • Right-click Logins → New Login…

    • Enter a login name, choose SQL Server authentication (or Windows), and assign a secure password.

    • Under User Mapping, map the login to the SalesMatePlusDB database and give it appropriate roles (e.g., db_owner).

  3. Open SalesMate+ Setup on the same or another Windows PC.

  4. Go to the Database / Connection Configuration section.

  5. Choose SQL Server as the database type.

  6. Enter the following connection details:

    • Server Name: .MSSQLSERVER (for default instance) or .SALESPLUS (if named instance)

    • Database Name: SalesMatePlusDB

    • Authentication: Windows or SQL Server

    • Username/Password: the SQL login you created

  7. Click Test Connection to verify the settings.

  8. Save and continue. SalesMate+ will connect to the SQL Server and create necessary tables/objects.

Best Practices & Notes

  • Backup Strategy: Configure regular backups of the SalesMate+ database using SQL Server Agent (if available) or scheduled tasks.

  • Firewall Settings: If SQL Server is on a different machine, ensure TCP port 1433 is open in the Windows Firewall.

  • Security: Use strong account passwords and enable least-privilege permissions.

  • Performance: For larger deployments, consider monitoring SQL Server performance and configuring maintenance plans.



SalesMatePlus |SQL | FAQ

+ What does it mean to run SalesMate+ with SQL Server?
Running SalesMate+ with SQL Server means configuring the billing software to store its data in a Microsoft SQL Server database instead of the default internal file system. This setup is ideal for multi-user environments, improved performance, and centralized data management across multiple client machines.
+What are the basic system requirements for using SQL Server with SalesMate+?

You need a Windows PC or server with Microsoft SQL Server (Express, Standard, or Enterprise), administrative access, and the SQL Server services running. SalesMate+ will connect to the SQL database using a defined server name, database name, and valid SQL credentials. The client machines must also have network access to the SQL Server instance. (salesmateplus.com)

+How do I connect SalesMate+ to SQL Server?

To connect SalesMate+ to SQL Server:

  1. Install SQL Server and ensure the SQL services are running.

  2. Open SalesMate+ setup and choose SQL Server as the database type.

  3. Enter the SQL Server instance name, desired database name, and login credentials.

  4. Save and test the connection.
    Once successful, SalesMate+ will use SQL Server to store and retrieve transactional and master data.

+Why should I use SQL Server with SalesMate+ instead of the default database?

 Using SQL Server with SalesMate+ provides several benefits:

  • Centralized data storage for multiple users

  • Improved performance and scalability

  • Easier backup, restore, and maintenance through SQL tools

  • Enhanced security and access control
    This setup is especially recommended for businesses with higher transaction volumes or multi-terminal setups. 

+What should I do if I encounter connection errors when using SQL Server with SalesMate+?

If you encounter connection errors:

  • Ensure SQL Server is installed and running

  • Verify the instance name, login credentials, and database name

  • Check that firewall rules allow SQL Server traffic

  • Confirm that SQL Server is configured to allow remote connections if clients are on a network
    Testing the connection from within the SalesMate+ setup dialog helps identify credential or access issues before finalizing the configuration. (

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