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Deleting & Inactive Items

Deleting & Inactive Items

Owned by Former user (Deleted)
Last updated: Feb 28, 2018 by kbadmin

Description

Items can be redundant over time due to several reasons such as seasonal stock. Inventory Controller XE allows for these items to be made inactive and if required hidden from the item registry. 

Items can also be deleted if they have no transactional history/data. This is ensure the system maintains good auditing practices.

Note: It is advised before inactivating items that their is no quantities against the item. 

Detail Steps

Items can only be deleted if their is no transaction records against that item.

To delete an item: 

  1. Locate the item within the Item Registry
  2. Highlight the item within the item list.
  3. Right-click on the highlighted item.
  4. Select Delete Item...
  5. Click OK from the pop up message. 




To inactive an item:

  1. Locate the item within the Item Registry
  2. Highlight the item within the item list.
  3. Double-click the highlighted item to Open the item details.
  4. Tick the Inactive Item Box located top right corner. 
  5. Click Close 
  6. Select Yes from pop up message.



To hide inactive item/s from the registry: 

  1. Go to Tools, Preferences or press Ctrl + F9
  2. Select Inventory the tab
  3. Uncheck Show Inactive Items:
  4. Select Record Preferences.
  5. Select OK from pop up message 
  6. Refresh the Item Registry.




To bulk inactivate items:

  1. Export Item List - Refer to following article for instructions.
  2. Open export list within Excel
  3. Locate Column titled "Inactive Item" and set value to Y for items that are to be inactive.
  4. Save changes as a text - tab delimited (TSV file) and Import Item List - Select File >Import > Items > Select Import Items > select file.

Related Information

None


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