Products that are no longer available to be ordered can be permanently deleted or archived (especially beneficial for removing non-retail section 2 items). Eliminating unnecessary part numbers can improve performance when searching and adding items to customer invoices and product orders. Even deleted items will display in the purchase history on the contact profile under the Products tab. Alternatively, if you would prefer to keep the products, you can also Archive Product instead (recommended).
Note: We recommend that you take a backup before proceeding. In the event, you accidentally delete unintended part numbers, restore the backup. Additionally, it may be helpful to print your current product listing before making any changes, to have as a future reference if needed.
- From the Product menu, select Product List (or from the Products - Inventory group on the main toolbar, click
Inventory). - Select the checkbox for each product to be deleted (or to quickly select a block, using your keyboard, hold the Shift key, then click on the last product in the range View).
- From the product list toolbar, click
Delete (or right-click and select Delete). - Click Yes to accept and close the form.
