Delete Inventory

It's possible to delete inventory in ServiceCore, however, we don't always recommend it since you might lose important inventory-related data. Alternative options include editing or deactivating inventory. Deleting inventory cannot be undone, so please only delete inventory when you are comfortable losing the inventory-related information and details.

In this article, you'll learn the drawbacks of inventory deletion, and how to delete inventory if you need to.

Drawbacks of Inventory Deletion

Before you delete inventory, keep these drawbacks in mind:

  • Permanent data loss
    If you delete inventory, you'll lose the history of how that inventory was used on previous jobs. Deleting inventory is permanent. Once you delete inventory, it will no longer exist anywhere in ServiceCore and you will not be able to get back to the inventory at a later time.
  • Broken links
    If you delete inventory, any links to and from that inventory product or individual inventory item on an invoice will no longer function properly, which can lead to unexpected behavior. You may end up with an invoice on file that has no inventory-related information, and incorrect service and rental line items, because the inventory the invoice was based on no longer exists.
  • Inaccurate inventory availability
    If you delete inventory from a rental job, you may experience invalid product availability errors. Your inventory availability is calculated automatically based on inventory items being associated with a job, especially delivery and pick-up jobs. When you delete inventory, the inventory number can become inaccurate.
  • Customer and staff confusion
    If you send an invoice to a customer with information about inventory that becomes deleted, there will be no way to reference that specific inventory later on. There can also be drawbacks for customer service and management staff if inventory is deleted and these individuals need to reference the inventory at a later time.

Alternative options

There are a few alternatives to inventory deletion that keep your data and inventory-related information intact, including:

  • Edit inventory products and individual inventory items instead of deleting them
  • Deactivate inventory (you must contact ServiceCore to reactivate items)

Delete Inventory

Before You Start

After considering the alternative options above, if you decide to delete inventory, here are some things to know before you start:

  • You must have Admin or Owner level permission to delete inventory
  • You will have to remove each inventory item from any open or active rentals before deletion (you cannot delete inventory from open rentals)
  • Deleting inventory is permanent and cannot be undone
  • Understand when products can be deleted and when they can't (see the table below)
  That... Can it be deleted? What should I do so I can delete this?
Itemized Product  Has services associated

Unassociated all services from this product
Has items

Deactivate, then delete, all items under this product
Does not have services associated

 
Does not have any items

 
Non-Itemized (Bulk) Product Has services associated Unassociated all services from this product
Is associated with an in progress rental

Complete a pick-up job for each rental using this product
Does not have services associated

 
Is not associated with any in progress rental

 
 Item   Is associated with an in progress rental End the rental that is using this item 
Is active Deactivate item
Is deactivated

 

 

For Inventory Products

To delete an entire product, follow these steps:

  1. Navigate to Settings
  2. Click the Inventory tab
  3. Click the Products tab
  4. Locate the product you want to delete
  5. Click View product

  6. Click the In Progress Rentals tab
  7. If there are any in progress rentals, you will need to end each rental by clicking Schedule Pickup

  8. Or, you can view and edit the rental by clicking the Rental number or the View Rental button
  9. Click on the Services tab
  10. For each service, click the down arrow next to View Service
  11. Click Unassign Service from the list of options
    Screen_Shot_2020-08-21_at_11.35.54_AM.png
  12. Once you have ended all in progress rentals and unassigned all services, click Edit Basic Information
  13. Click Delete Product in the lower right corner of the screen
  14. In the lightbox that appears, click Confirm Delete

For Itemized Products

To delete individual inventory items (serialized inventory), follow these steps:

  1. Navigate to Settings
  2. Click the Inventory tab
  3. Click the Products tab
  4. Locate the product you want to delete
  5. Click View product

  6. Click the Items tab
  7. Locate the item you want to delete, or use the search box to search by serial number or color
  8. Click the down arrow next to View Item
  9. In the list of options that appear, click Deactivate Item
  10. Click Confirm Deactivation in the lightbox that appears
  11. Click the down arrow next to View Item again
  12. In the list of options that appear, click Delete item
    Screen_Shot_2020-08-21_at_11.34.42_AM.png
  13. In the lightbox that appears, click Confirm Delete
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