Remove vendor and make items inactive

Casey Z. shared this question ago

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I have a salesperson who was adding non-inventory items to leads, but instead of selecting "Quick add", she was making them vendor items, with our company name as the vendor. I should have stopped this a long time ago, but I didn't. Is there a quick way to make all of those items inactive on old leads, rather than have our vendor name attached? The vendor name is Partyworks.

I think I made things worse by trying something myself. We had another fake vendor called "PPW". I deleted that vendor to see what would happen. Not great. All of those items still show up as vendor items, but with no vendor name.

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Comments (1)

Susan M. ● 2 years ago

I could pull them up and lump them together in the in the new software and just make them all inactive?

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Casey Z. ● 2 years ago

Will that remove the vendor name so they don't show up on my vendor revenue reports? If so, go for it!

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Susan M. ● 2 years ago

Yes...Done!

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Casey Z. ● 2 years ago

It didn't work. They all still show up as vendor items, but the vendor name is blank. No biggie, I was hoping to get an accurate report quickly in IO, but I'll just export and clean it up in Excel.

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