Customer Items can be deactivated or deleted when they are no longer needed. Deleting a Customer Item prevents it from being selected whereas deactivated items can be still selected. 

Customer Items are deactivated or deleted from within the Customers module, under the Items section.

Deactivating a Customer Item

Open the spill menu and choose Deactivate to mark the Customer Item as deactivated. 

If there are open jobs related to the selected customer item, users will be notified that jobs are associated with the item.

 Despite this, users can still proceed to deactivate the customer item by selecting the Deactivate option. Users will still be able to complete and invoice the open Job even if the customer item is deactivated. 

Deactivated Customer Items can be reactivated at any time from the spill menu and choosing Activate.

Deleting a Customer Item

For any Customer Items that haven’t been used in any aspect, these can be deleted. Open the spill menu and choose Delete. Unlike deactivating a Customer Item, deleting a Customer Item removes it from Infusion.

 If there are open jobs related to the selected customer item, users will be notified of the association and will not be able to delete the customer item instead the customer item can be deactivated.