Hide item from customers and website
Answered
Is there a way in the new system to hide an item from clients and the website like we could in the old system? I would like our team to have access to add these items to quotes, but not clients. There is a help topic in the knowledge database that appear to be outdated and no longer works for removing from website.
Go to Settings-->Inventory and open the item you want to hide from website, then go to the advanced section and uncheck the box for "Show item in quote form" and save. This will remove it from your website but still be able to be added in backend to leads.
Thanks!
Go to Settings-->Inventory and open the item you want to hide from website, then go to the advanced section and uncheck the box for "Show item in quote form" and save. This will remove it from your website but still be able to be added in backend to leads.
Thanks!
Thank you. Will they still be able to see it if we send them a quote after adding that item?
Thank you. Will they still be able to see it if we send them a quote after adding that item?
Yes they will see it on their quote just not visible on the website for them to select on their own.
Yes they will see it on their quote just not visible on the website for them to select on their own.
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