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How to disable and delete a material

If you are no longer using certain material items, you can choose to disable them. To disable a material item, you first need to have the right permissions. Users with Purchaser, or System Administrator permission can disable material items.

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Step 1.

Go to Material items under Materials in Global settings.

Then, navigate to the right-hand side of the material item that you would like to disable, and click on the blue tick.

If there is no transaction of this material item, you can click the bin icon to delete the item completely.

Step 2.

Once you disable the material item(s), if a transaction has already begun containing material item(s) you have disabled, You can still:

  • Complete sales
  • Receive Purchase Orders for disabled material items

However, material entry approval is not allowed.

Step 3.

To re-enable a material item, if you decide to begin using it again, click on the box that disables the item.

Step 4.

Materials that have been disabled will not show within your materials list until you have enabled the setting stated below.

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.

Then, when you search for material items within the material item list, disabled material items will appear.

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