How to flag a product or service record as inactive

When you create a new product or service record, it's automatically marked as active. To keep your accounts tidy and easy to manage, you can use the inactive flag to hide old and unused product or service records from your record lists without deleting them.

There are many reasons why you may no longer need to use a product or service record, but don't want to delete them. For example, if there are still transactions on the records. Setting these records as inactive hides them from your day-to-day processing and prevents further postings to the records, but you can still view them and make them active again at any time.

To flag a product or service record as inactive

1. Go to Products & Services, then click either Products or Services.
2. Click on the relevant item that you want to mark as inactive.
3. Clear the Active check box.
4. Click Save.

To remove the inactive flag from a product or service

1. Go to Products & Services, then click either Products or Services.
2. Click on the relevant item, then click the Active check box.
3. Click Save.