If there is no purchase or sale history against a specific material item, you can delete it. This feature can be used to ensure material items that are no longer used or that are obsolete can be removed from the material item list, reducing the complexity as well as load times within your Tidy account.
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Download PDFStep 1.
Any user with the Purchaser, or System Administrator permission can disable material items.
Go to Global settings, click on material items.Then, navigate to the right-hand side of the material item that you would like to disable, and click on the blue tick.
Step 2.
Once you disable the material item(s), if a transaction has already begun that contains the material item(s) you have disabled, You can still:
Step 3.
To re-enable a material item, click on the box that disables the item.
Material items that have been disabled will retain the same stock level as when it was disabled.
It will not be available in any drop-down lists and will not be available to be selected until it is re-enabled.
Step 4.
Within the material items list, click on Advanced.
Step 5.
This will open a pop-up box where you can specify advanced filters and search terms. Within this box, click Include Disabled, then Apply.
Step 6.
Then, when you search for material items within the material item list, disabled material items will appear.
Step 7.
Delete the material item by clicking the bin icon. This will permanently remove the item.
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