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Manage Items

In this help document, you’ll learn the actions you can perform to manage the items in your organization.

Edit Items

To edit the details of an individual item:

  • Click Items on the left sidebar.
  • Click the item you want to edit.
  • Click the Edit icon in the top right corner.
  • Make the necessary changes and click Save.

You can also update the details of multiple items at once. Here’s how:

  • Click Items on the left sidebar.
  • Select the items you want to update.
  • Click Bulk Update at the top.
  • Select the field you want to update and fill in its value.
  • Click Update.

Mark Items as Inactive

If you no longer need an item, you can mark it as inactive instead of deleting it. This way, the item will remain in your organization.

To mark an individual item as inactive:

  • Click Items on the left sidebar.
  • Click the item that you want to mark as inactive.
  • Click More in the top right corner and select Mark as Inactive.

You can also mark multiple items as inactive. Here’s how:

  • Click Items on the left sidebar.
  • Click All Items at the top and select Active Items.
  • Select the items you want to mark as inactive.
  • Click Mark as Inactive at the top.

Mark Items as Active

To mark an individual inactive item as active:

  • Click Items on the left sidebar.
  • Click the inactive item you want to mark as active.
  • Click More in the top right corner and select Mark as Active.

You can also mark multiple inactive items as active. Here’s how:

  • Click Items on the left sidebar.
  • Click All Items at the top and select Inactive Items.
  • Select the inactive items you want to mark as active.
  • Click Mark as Active at the top.

Delete Items

Note: You’ll not be able to delete an item if it’s associated with transactions. You need to delete all the transactions with which the item is associated and then delete it.

Here’s how you can delete an individual item:

  • Click Items on the left sidebar.
  • Click the item that you want to delete.
  • Click More in the top right corner and select Delete.
  • Click Delete again in the pop-up that appears to confirm your action.

You can also delete multiple items at once. Here’s how:

  • Click Items on the left sidebar.
  • Select the items you want to delete.
  • Click Delete at the top.
  • Click Delete again in the pop-up that appears to confirm your action.
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