Inactive Products

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15 comments

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    Liz Skinner

    We would also find a feature like this very useful.

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    Chris Muench

    When you delete a product it makes it inactive. If you ever want to bring the product back, you would go to "Items" --> "..." --> manage deleted items. And you can recover them from there. While "deleted" you cannot sell the item

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    Carlos Oulman

    The only problem I can see with this is the possibility of accidentally deleting the product completely from the system.

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    Chris Muench

    There isn't a way to do this. The only thing you could have an issue with is if you do clean up old items. This doesn't remove the deleted items, just makes the UPC and product ID available for new items

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    Carlos Oulman

    Hey Chris,

    Thanks for the response. While the current solution works, I still really think having this option be part of the core system could be a benefit to many. Especially in the retail environment. As Liz said, this feature would also be a benefit.

    I imagine just a simple check box that could be toggled on or off. When you click on the product name the status could be added so someone could see it's either active or inactive.

    An add-on to this could also be to have a message somewhere when you add the product to a sale telling you the product is inactive or it could just be removed from the search results all together.

    Would be curious to hear your thoughts on this. Maybe something to look at if there is some demand for it.

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    Chris Muench

    I guess the main reason I am against it is because we already have a filter for it for when you delete. Adding another filter inactive would require another lookup when adding an item and could be slower

    The only advantage I am seeing with adding an inactive field is you can see a mix of active and inactive products.

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    Carlos Oulman

    Got it. As I said, just an idea I had. What is there works for now. We'll see if there is more demand for this in the future.

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    bob

    I've been interested in that, too.  I've found that I can do something like change the Item Tag to differentiate the product in Item searches, and I can at least tell what's inactive.

    However, if I want to not clutter the Sales Grid with inactive items, I need to perform the second step of clicking the "hide from grid" box.  This is more labor intense, since it has to be done item by item.    

    It would be nice to be able to accomplish both in one step.  E.g., if the "hide from grid" could show up as one of the fields available for viewing on the Item screen (and therefore could be sorted by it), i think that would work.  For me, anyway.

    The scenario that affects us the most is with the suppliers that we get a ton (a couple hundred) items from.  The Item Grid in Sales gets really congested - so I want to hide all the inactive items I can (by "inactive", I mean items that are no longer in stock and have been unavailable for some time).  I found that I don't want to delete them, though, because then they're not available for the person doing a receiving when the inactive product(s) is available again - they're assumed to be new items, and are then added as such.  (for many of our items, we have vendors that come in with what they've produced most recently, so the supply varies a lot).

     

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    Chris Muench

    You can hide items from grid via locations tab of item

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    bob

    Right.  And it's great that we can do that. 

    But you can't tell whether something is hidden or not (that I can find) without go into each specific Item.  I can't find an option under the gear icon that allows for a column to appear that shows the "hidden" status when I'm looking at a list of Items. That necessitates using a field that CAN appear in the overall Item listing, which creates a second step.

    If I want to be able to really manage my inventory - including making some of the essentially inactive by hiding them from the grid - I need to be able to have some way to filter items to find them, not do an item-by-item search. 

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    Liz Skinner

    Bob, we have 11 000+ items and 4 locations.  We have set up a lot of categories and only use items grid for certain specific categories.  Then in store configuration we have setting "hide out of stock items in grid" enabled.  Hosted version .. not sure if that makes a difference.  This way our items grid isn't cluttered up with out of stock items and employees don't make so many mistakes in sales, and when in overall items listing we know that all items with 0 inventory don't show in grid.  The negative side is that if inventory goes minus (say, receivings aren't completed before items get sold) then the item disappears from the grid even though it is still available for sale in store.

    Chris, what we need to be able to do is a search whereby we can identify all items that are not in stock in any location AND haven't been in stock in any location for a certain time period, say past 6 months or 1 year.  I don't think there is a way to do this at the moment.  Then we would want to either mark these items as somehow "inactive" or delete them.  We could perhaps use a tag (or maybe a custom field) for our "inactive" items but as it is right now we can't find them simply and quickly to mark them in the first place!!

    Our items are increasing the whole time as we get a lot of items that only come in once and we want to be able to somehow clear these out of the system on a regular basis.

    Thanks

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    bob

    Liz, you have a good point in using the "hide zero inventory from grid" option.  One of the unique aspects of our store is that approx. half our volume comes from artists that bring in items - and different items each time.  Sometimes there won't be certain item ever again, and sometimes not for some time (which would be a good reason for us, too, to be able to filter items by last sale date). 

    Anyway, from what I can tell, the Receivings grid is the same as the Sales grid.  The grid has been great for us when these artists come in to sell us things - we can easily generate a PO/Receiving while they're right there by choosing items from the grid - agree on the purchase price, and have everything set for printing price stickers.  Of course, the zero-inventory items would not appear (I know we can do a search, but our buyer doesn't always consider all the options). Also, if we deleted the old ones, we'd need to toggle back and forth between screens to determine whether a particular item that we want to buy is new or just deleted (at least I don't think we can search for deleted and active items at the same time).  But maybe we just have to weigh relative pros and cons - right now we hide items that lack activity for over 6 months, and leave all current items to appear on the grid. I try to keep deleted items to extreme cases, e.g., items I'm pretty sure we'll never have again.

    Liz, you also have a good point about being able to search by when an item was last stocked (or last sold).  What I've started doing is actually going through items one by one and looking at the date in the Inventory section (kind of a pain).  If they're at 0 inventory and haven't been sold in something like 6 months, I'll use the "hide from grid" function in Locations (which also has to be done item by item). But, since the "hide from grid" options isn't a sortable field in the Items list, I also have to change the "Location At Store" value in Locations (or Tag or whatever) so that the "hide from grid" items ARE sortable.   

    In all, I think it would be very helpful if we could:

    1. sort Items by "time since last activity"

    2. bulk "hide items from grid"

    3. sort Items by whether or not they're hidden from grid

    Thanks!

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    bob

    Hey, I just came across something that I hadn't seen before.

    With the edit function In "Manage Tags", it looks like you can accomplish exactly what I think I'm looking for.  For each Tag, you can choose whether you want to hide the item from the grid with the Tag.

    This allows me to hide something quite easily, since Tags for items can be bulk edited.  And it gives me a way to hide and item AND clearly see in the Item list which items are hidden with just one step.  And the values can be easily filtered, sorted, searched, edited, and whatever else I might want to do with it.

    HOWEVER, it doesn't appear to be functional at this point.  It still looks like if the "hide" box in Location is unchecked, the item will appear in the grid even if the Tag is set to hide it.  

    Chris, if this could be set up to work like I think it's supposed to, it would certainly address my concerns.

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    Chris Muench

    We will make fix in 17.4

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    Chris Muench

    Inactive checkbox is coming in 17.4

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