Customer Item types that have been created but are no longer needed, can be deactivated or deleted. If haven’t been used in any Customer Items they can be either deactivated or deleted, while those that have been used can only be deactivated.

Deactivating a Customer Item Type

Deactivating a customer Item Type is done through the Settings Module, in the Customer Item Types settings. Open the Spill menu at the end of the row and choose Deactivate.

A confirmation message will be displayed. Choose Confirm to deactivate the Customer Item Type

This deactivates the Customer Item Type, preventing it from appearing in the Type list in the Add Customer Item function. 

At any point this Customer Item Type can be reactivated by opening the Spill menu and choosing Activate. This allows the selection in the Type list.

Deleting a Customer Item Type

Unlike deactivating, deleting a Customer Item Type removes it from Infusion. Go to the Settings Module and locate Customer Item Types in the Customer Items settings section.

Open the spill menu and choose Delete to delete the Customer Item Type.

A confirmation message displays.

Choose Delete to complete the deletion of the Customer Item Type.