Before you begin
To delete parts, they need to be removed from all receipts including draft and cancelled receipts through the purchasing section.
Version: v5 Equipment (what does this mean?)
Plans: Professional & Enterprise
Audience: Administrators, Purchasing
Removing parts from receipts removes the record of the purchase of that receipt and adjusts the stock record. Only delete parts from receipts if the receipt is no longer needed.
In this article:
- Remove parts from receipts using the purchasing section (all receipts)
- Remove parts from receipts using the parts record page (received receipts only)
Remove parts from all receipts using the purchasing section
To remove a part from all draft, cancelled, and completed receipts (to delete the part), use this process.
- Navigate to Purchasing > Receipts.
- (Optional) Search the name of a part in the search bar to show only receipts containing that part.
- Click the receipt to edit.
- In the Line Items tab, hover over the part to delete and click the Delete icon:
- In the confirmation pop-up, click OK:
- Click Save.
Remove parts from completed receipts using the parts record page
Parts records have a Receipts tab that shows completed (received status) receipts. Parts can be removed from completed receipts under this tab. This adjusts the part stock as if the part had never been ordered. This doesn't delete the receipt, and doesn't delete draft and cancelled receipts associated with the part.
- Navigate to Supplies > Parts and Supplies.
- Click the part to edit.
- Under the Receipts tab and Receipts header, check if the part is associated with any completed (received) receipts. Draft and cancelled receipts do not show here, only completed receipts:
- To delete the part from the completed receipt, hover over the receipt and click the delete icon.
- Click Ok to confirm. This deletes the part from the receipt and adjusts the stock number as if it had never been ordered, but will not delete the receipt if it contains other line items:
- Hover over the part to delete and click the Delete icon (
).