Deactivate vendors

Casey Z. shared this question 21 months ago
Answered

Can we get a way to make vendors inactive? If so, don't forget to make the vendor list default to display only the active vendors, and give us an "inactive preset".

Comments (5)

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I have a work around but nothing in system that seems to fit what you are looking for

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What's the idea?

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1) Create Optional Field

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1.5 ) All your existing ones will still be unchecked so you will have to go into all your current vendors and apply it but you might be able to use the Edit Multiple option - Edited this is not possible at this time

2) Create Filter

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2.5) Apply the filter and it should be your default look until you remove it

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I was one step away from that. I created the checkbox, but my brain stopped working. I couldn't figure out how to filter it. This will work for the vendor list, but I also want them to not show up when adding items to a lead. I think I will need to make each of their items inactive in inventory. Several steps here, so I will wait to see if IO can add the "Active" checkbox.

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We have your request in with developers for review.

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What is the purpose? Would it also inactivate all that vendors equipment in your system?

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Yee, to remove the vendor and their equipment from the list when adding items to a lead. Also to hide them from the vendor list, the same way inactive inventory and inactive workers are hidden.


If it's not an easy thing to add, don't worry about it - bigger fish to fry and whatnot - I can go through and make all the vendor items inactive.

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Correct

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I've put it on our list. I would think you might be able to search inventory by the vendor name, check all, and edit multiple to do this quickly.

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