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Overview


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The system allows users to deactivate categories so products under the deactivated category will no longer be available for transactions. This article explains how to do it.


How to Deactivate a Category


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 Go to Setup>>Products.


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 Click on manage categories.


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 Use the available filters to find a specific category.


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 Click on Edit.


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 The Add Category window will appear. Search for the Active checkbox and deselect it.

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What happens once a category is deactivated?

  • The system will not allow creating more products under the deactivated category
  • The system will no longer display products under the deactivated category for create new SOs, Prebooks, Sales Orders, etc.
  • When there are existing Prebooks, SOs, Orders with products under the deactivated category, the system will still display that product until it is sold and shipped.



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(lightbulb) Roles enabled to perform this action: Admin, Procurement Manager, Sales Manager, Setup.