Overview
In SmartOffice, products cannot be deleted but can be activated or deactivated. Removing ledger accounts associated with a product does not remove the product itself. This guide will walk you through the steps to manage product activation and deactivation.
Activating or Deactivating a Product
To activate or deactivate a product in SmartOffice, follow these steps:
-
Click on the Cog Icon – This will open the system settings menu.
-
Select "Products" – Navigate to the products management page.
-
Find the Product – Scroll through the list or use the search function to locate the product you want to modify.
-
Deactivate a Product – To deactivate a product, simply untick the checkbox next to its name.
-
Reactivate a Product – To reactivate a product, click on 'Show inactive' in the top right of the screen, find the product and tick the checkbox next to it.
Important Notes
-
Products cannot be deleted – They can only be activated or deactivated.
-
Ledger accounts are separate – Removing ledger accounts does not deactivate a product. To delete a ledger code for a product, click on the "X" to the Right of the ledger boxes for that product.
-
Changes take effect immediately – Once a product is deactivated, it will no longer be available for selection.
-
Default Nominals not permitted - Do not assign the suppliers default Nominal Ledger to a product as it will be charged twice.
If you have any issues or need further assistance, please contact support.