| | Delete old product and service records |
| Description | It's useful to remove records that you no longer use. This reduces the number of old records you have to look through, and helps you find things quickly. |
| Resolution | Delete product records if they have no stock, no transactions, and are not linked to a bill of materials. - If the record has a quantity in stock, use the stock in a sales invoice, or post an adjustment to make the quantity in stock zero
- If the record has associated transactions, you can remove these by backing up and running the clear audit trail option. This permanently removes all transactions that are complete, up to a specific date
- To check if a product is associated with a bill of materials, you can run the Product Explosion report
To delete a record - Open the Products and Services and select the records you want to delete.
- Click Delete then, to confirm deletion, click Yes.
After deleting records, we recommend that you take a backup and compress your data. [BCB:19:UK - Sales message :ECB] |
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