<      Service Items < Deleting a Service Item

 

If you wish to remove a service from the available list, there are two methods to do this:

  • If the service has not previously been ordered by a client or admin, an option will be available to "Delete" the service. If this option is not displayed then the service must exist on an order, quotation or invoice for a client.

  • If you are unable to delete a service, you can make it inactive. This will hide it from the list of available service items, unless the "Include inactive service items" check box is clicked. Inactive items will appear in grey text.

ON DESKTOP:

Navigate to Admin > Services > Service Items 

STEP 1
How do I delete a service item?
  • Click the service item you wish to delete.

servicesv6-delete1.jpg
STEP 2​​

  • If the option is displayed, click "Delete" from the menu.

  

servicesv6-delete2.jpg

How do I make an existing service inactive?

 

  • Navigate to the "Advanced" menu for the service item you wish to make inactive.

  • Then slide the switch for "Active" to OFF.

  • Click "Update" to save.

servicesv6-delete3.jpg

How do I view inactive service items on the service item list?

 

  • In the "Filters" panel, check the box for "Include inactive items".

The service item list will now display both active and inactive service items.

servicesv6-delete4.jpg

ON MOBILE:

STEP 1​​​​

  • Tap the Navigator, and select Admin > Services > Service Items 

STEP 2

  • Tap the service you wish to delete.

STEP 3

  • If the option is displayed, tap "Delete" from the menu.

STEP 4

How do I make an existing service inactive?

 

  • Navigate to the "Advanced" menu for the service item you wish to make inactive.

  • Then slide the switch for "Active" to OFF.

  • Click "Update" to save.

STEP 5

  • Slide the switch for "Active" to OFF.

  • Tap "Update" to save.

STEP 6

How do I view inactive service items on the service item list?

 

  • In the "Filters" panel, check the box for "Include inactive items".

The service item list will now display both active and inactive service items.

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