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Removing an Inventory Item with a Transaction History from PayGo

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Removing an Inventory Item with a Transaction History from PayGo

When an inventory item is discontinued or sold out an item, you may want for it to stop showing up as an inventory item. Deleting that inventory item also deletes that inventory item’s transaction history causing mayhem to your reporting and tracking. Nobody has time for that!

 

Instead, we recommend hiding the inventory item from your searches and reports. To hide (remove) an inventory item from searches and reports, take the following steps:

  1. Search for the item in either your central Products screen, or by clicking the Magnifying Glass button next to the Products button on your Menu.
  2. Select the item you wish to switch to inactive. The process of selecting may vary slightly between versions of PayGo. In PayGo 5.5, click on the magnifying glass on the line the item is on. This will bring you to the item’s Inventory screen. The top half of the Inventory screen is split into two sections: The Item (left side) and Item Identity (right side).
  3. Click the Inventory Type‘s field drop down (located in The Item section, next to the Item Name field) and select Inactive from the list.
  4. Press the Save button in the upper left hand corner.

Now if you attempt to search it, depending on your version of PayGo, one of two things will happen: nothing will show up when you search it or a pop-up box will appear that says “1 item was found, but it was marked as discontinued. To search for discontinued items, add an additional search line with an Inventory Type of Discontinued.”

The Inventory Item is now out of your way without important data being lost.

 

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