FAQ: Inventory

How to Inactivate an Item
How to Delete an Item
 

How to Inactivate an Item:

1. Select “Item Maintenance” from the Inventory drop-down menu bar on the Main Screen. (The Item Finder Screen appears.)
2. Enter the Item # (if known) in the Quick Search field at the bottom of the screen, or enter a few letters or a word of the Item Description, and click the “Refresh Data” button. (A list of items matching the filter criteria appears.)
3. Click the gray button to the left of the Item # to highlight the one to be inactivated, then click the “Select” button. (The Item Maintenance Screen appears for the selected item.)
4. Click the “Inactive” checkbox in the upper-left-hand corner of the General Panel on the Properties Tab, then click the “Save” button. (A message box appears confirming the change.)

How to Delete an Item:

Note: Deleting an item also disallows any viewable history associated with the item (e.g., any/all issues of the item) – it is recommended that the item be inactivated rather than deleted for system integrity purposes. (See “How to Inactivate an Item.”)

1. Select “Item Maintenance” from the Inventory drop-down menu bar on the Main Screen. (The Item Finder Screen appears.)
2. Enter the Item # (if known) in the Quick Search field at the bottom of the screen, or enter a few letters or a word of the Item Description, and click the “Refresh Data” button. (A list of items matching the filter criteria appears.)
3. Click the gray button to the left of the Item # to highlight the one to be deleted, then click the “Select” button. (The Item Maintenance Screen appears for the selected item.)
4. Click on “Actions” at the upper left-hand corner of the screen to see a drop-down menu, then click “Delete Item.” (A message box appears asking you to confirm the deletion.)