Activate or inactivate items

Inactivate a product or service that should no longer be selected on new transactions. Activate it again when it should return to normal use. Open Menu > Products and services > Items.

Before you begin

You need permission to update product or service items. To inactivate an item, it must be active. To activate an item, it must be inactive.

Change one item

  1. Open Menu > Products and services > Items.
  2. Open the item.
  3. Open More actions.
  4. Select Set as inactive or Set as active.

The item status changes and QuickStart displays Item inactivated or Item activated. An inactive item remains available for historical records but is excluded from normal active-item selection.

Change multiple items

  1. Open Menu > Products and services > Items.
  2. Use the Active or Inactive filter to show the items you need.
  3. Select the rows to change.
  4. In the selection toolbar next to 1 of N selected, open More actions.
  5. Select Set as inactive or Set as active.
  6. Review the processing message and refresh the list if the long-running action is still completing.

The selected items move to the corresponding active or inactive list when processing finishes.

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