Deactivating inventory items

An inventory item can be deactivated if there is no stock of it on the system or it is not present on any quotations or orders.

There are three ways in which you can deactivate an inventory item:

• Deactivating it in the Stock Maintenance window
• Deactivating it in the Edit Stock Info window
• Deactivating it in the Update Records window

Deactivating - Stock Maintenance window

Watch this video to see how to deactivate an inventory item in the Stock Maintenance window or follow the steps below it.

Navigate to the correct window

1. Navigate to Inventory / Stock Maintenance.

Call up the appropriate item

1. Enter (or select) the appropriate item number in the Item Number text box.

Deactivate the item

1. Enter N in the Active text box.

Save the changes

1. Click the Accept button.

Deactivating - Edit Stock Info window

Watch this video to see how to deactivate an inventory item in the Edit Stock Info window or follow the steps below it.

Navigate to the correct window

1. Navigate to System / Printing and Utilities / Edit Stock Info.

Enter the list parameters

1. Select to position the search on item numbers or on categories.
2. Enter the from positioning value in the Positioning Value From text box, or leave blank for all.
3. Enter the to positioning value in the Positioning Value To text box, or leave blank for all.

Generate the list

1. Click the Accept button.

Deactivate the item

1. Enter N in the ACTIVE column for the appropriate inventory item.

Deactivating - Update records window

Watch this video to see how to deactivate an inventory item in the Update Records window or follow the steps below it.

Create the CSV file

1. Open Microsoft Excel (or any other suitable alternative).
2. Enter the item information in the appropriate columns.
3. Save the file in spreadsheet format (in order to refer to later if needed).
4. Save the file in CSV format.
5. Close the file.

Navigate to the correct window

Navigate to System / Import Utilities / Update Records.

Upload the CSV file

1. Click the Open File button.
2. Select the CSV file you created in the previous steps.
3. Click the Open button (or double-click the file).
4. Do a superficial check of the import and make any required changes.

Deactivate the inventory items

1. Click the Accept button.