Before you begin
Version: v5 (what does this mean?)
Plans: All
Audience: Administrators
If you no longer need a stock record, but it can't be deleted, you might be able to deactivate it.
Deactivating stock prevents users from accidentally consuming it, especially in cases where the stock or stock location can't be deleted.
Stock can be deactivated if:
- If the quantity on hand is 0
- It’s not associated with any of the following items:
- Active scheduled maintenance
- Open purchase orders
- Open work orders
- Open cycle counts
- Receipts
If these conditions aren't met, the stock can't be deactivated.
Deactivate one or multiple stock records:
Deactivate one stock record
To deactivate a stock record:
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Do one of the following to open a stock record:
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Click a stock record from the list in Supplies > Current Stock.
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Click a part record in Supplies > Parts and Supplies, and then click a stock record on the Stock tab.
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Switch the status toggle to Inactive:
- Click Ok to save.
Bulk deactivate stock records
To deactivate multiple stock records at once:
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Navigate to Supplies > Current Stock.
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Select the checkboxes next to any records you want to deactivate.
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Click More > Deactivate All Checked: