Deleting old products

MehranMehran Member Posts: 6

Hi,

In the list of my products, I have items that I don't sell any more but since I have old invoices in which I have sold the mentioned items, I cannot delete the products. I'm talking about like 30 items that each time I want to add a new line to my invoice, I have scroll before I can get to the one product I am looking for. Does anyone know if there's a way to "hide" old products so they won't get in my way when creating an invoice?

Regards,
Mehran

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Comments

  • MikewaveMikewave Member Posts: 3

    I too require this feature, I do not want to lose the item from already paid invoices to delete the item. It would be good if the item could be moved to a 'Decommissioned Stock' folder. Can this be implemented?

  • SamdSamd Administrator Posts: 557 admin

    Hey @Mehran and @Mikewave, I can see why the lack of this feature can be really frustrating. I'm going to pass along this feedback now to our Product Team for consideration!

  • UHRP3UHRP3 Member Posts: 78 ✭✭

    @Samd said:
    Hey @Mehran and @Mikewave, I can see why the lack of this feature can be really frustrating. I'm going to pass along this feedback now to our Product Team for consideration!

    Its better to give a button with the name Hide in "Product and Services" so that it will not be displayed in item selection in Invoice.

    As per me deletion of any master is not recommended

  • JesgilJesgil Member Posts: 1
    Are you looking for a delete item feature? I require the same and cannot figure out how to do it
  • MikewaveMikewave Member Posts: 3

    @Samd Thanks very much seems this is becoming more requested. Even a Hide function as @UHRP3 suggested. Something so it doesn't turn up in the product list anymore as a service / product. Thanks mate.

  • MehranMehran Member Posts: 6

    Personally, I believe the best approach to implement this is to have one radio button per item that you can flip to hide the item from showing to be added in an invoice or flip it back to show it again. I'm a software engineer myself and I know this is the easiest way to implement this (I'm not claiming it's the best - that needs requirement analysis which I don't have).

    edited December 10, 2018
  • TorkrenchTorkrench Member Posts: 5

    I too would like a hide item...as Wave has no inventory support- besides the 100's of requests...Since I cant do anything with these items except bog things down & have to constantly search & scroll- Id LOVE the ability to mark my top 5 items as "Favorites" & "Hide" the ones I no longer use. Instead its far easier to maintain a separate database & just invoice "Parts" or "Labor" with some specifics in the description fields. Please @Wave either implement inventory management (like square?) or aloow us to hide inactive items. Thanks!

  • BarsinABarsinA Administrator Posts: 1,535 admin

    Hey @Torkrench

    Thanks for reaching out about this. Unfortunately we don't have any guarantees of this coming down the pipeline at the moment. We are seeing an update coming to the current invoicing system, however not sure this is on our product roadmap. Apologies for this. Have a great weekend!

  • DevinDevin Member Posts: 10

    I'd love to see an archive feature that can be implemented across the board and offer us a way of easily switching between current listing vs. archive only vs. full list including archive. For example, Gmail's "Inbox" vs "All Mail". Use tags/labels to mark an item as archive with an option to easily show all items again.

    Great suggestions by @Torkrench regarding favourites however I'd like recommend adding in an option to let user specify the number of favourites to show (e.g. 5, 10, 15, etc.)

    Examples to archive:
    1) customers and vendors - especially those that are one time
    2) products and services - discontinued line items
    3) estimates and quotes - archive all except for the last 6 months
    4) invoices

  • Andrew_SAndrew_S Member Posts: 0
    Hi all,

    I want to delete a few old items I won’t be using again. I can’t seem to do this in the mobile invoicing app. What am I doing wrong?

    Thanks in advance.

    Andy
  • ConnorMConnorM Member, Administrator Posts: 1,175 admin

    Hey @Andrew_S! At present, we don't actually have the ability for the mobile app to delete products. With that said, if you have invoices that are related to those products, you would need to either delete those invoices or remove that particular from each of those invoices in order to delete the product. We have this in place so that there is a consistent trail for sold items, and so invoicing can remain intact.

  • GreenSeaGirlGreenSeaGirl Member Posts: 1

    Same, same, same!! Trying to clean things up for the coming fiscal year and it's very frustrating! Don't need to delete them, just hide them so I don't have to scroll past them every. single. time.

  • Amy_BAmy_B Member Posts: 2

    YES! This is truly driving me nuts! Just need to be able to archive or hide old products instead of weeding my way through them.

  • AlexLAlexL Administrator Posts: 1,794 admin

    @GreenSeaGirl @Amy_B As an alternative at the moment, you can prefix obsolete products with the character '~', which will move them to the bottom of the list alphabetically. This way, when you're looking through your products, you don't have to scroll through them each and every time

  • Amy_BAmy_B Member Posts: 2

    Thanks @AlexL! Great idea and I'll use that for now. But I still hope they update for me to delete the service.

  • LochteTechLochteTech Member Posts: 1

    If we can't delete because they are still attached to old invoices maybe they could add/allow to "hide" or "archive".

  • JaclynJaclyn Member Posts: 0
    Hey everyone, I’m having trouble figuring out how to delete stored Items in the items tab. I have a bunch of saved items I no longer need the use for. How do you delete them?
  • DeepThoughtWebDeepThoughtWeb Member Posts: 0

    When we first started using the app we set up a lot of one-off Items. I realize now the products should have been more generalized, but now when I go to set up an Invoice or Estimate, I have dozens of Items in the drop down that I will never use, and I would like to remove them.

    I can go Sales > Products & Services and try to delete them, but it will not allow it, as they have been used in past invoices (which I'd prefer not having to go back and edit all of).

    Is there a way to mark a product as no-longer-sold, or even out-of-stock, so it's no longer an option when creating invoices?

  • AlexLAlexL Administrator Posts: 1,794 admin

    Hi @Jaclyn + @DeepThoughtWeb . I've added you both to this thread for further insight on your questions. Feel free to take a look at some of the alternatives that have been offered above.

  • KellyHelpKellyHelp Member Posts: 2

    Another +1 for this feature. Archive, Hide, Active/Inactive call it what you will but it's essential.

  • Unico_Power01Unico_Power01 Member Posts: 2

    I'm surprised there are not way more comments on this. This feature should be simple to add.

  • redbrickreativeredbrickreative Member Posts: 1

    I'm another business owner who would love to have this feature
    Let me know when it comes true

  • AccountsProAccountsPro Member Posts: 60

    How about Hide / Show Hidden / Show All option.

  • yourtechangelsyourtechangels Member Posts: 3

    Yes - this feature should be a no-brainer, this is not a special request, this should be a normal feature.

  • Kristian_GKristian_G Administrator Posts: 56 admin

    Hey @KellyHelp, @Unico_Power01, @redbrickreative, @AccountsPro, and @yourtechangels!

    Thanks for contributing to the conversation here! There are a couple of workarounds above, which I realize are not perfect, but should in the very least offer a bit of a resolution/solution to this issue.

    My personal recommendation would be to add a "~" in front of any products/services that you would like to hide, as doing so will automatically move them down to the bottom of the list, thereby eliminating the need to scroll past them.

    In case you aren't already aware, you can also simply type in the name of a given product/service when entering it as a line item on an invoice to shorten the list of eligible options too! Again, not an ideal solution/workaround, but maybe a practical one for your needs.

  • WashOnWheelsWashOnWheels Member Posts: 1
    Commenting for another +1 for some kind of item management. (While creating an invoice)

    As a service business, nearly all of my line items have a different Name and Description. The result is becoming every line from every invoice being created as a new "item". In turn, the drop down box is unusable, which then results in me just creating yet another "item".
  • KSPKSP Member Posts: 1

    Yes I too would like the hide/archive feature!!! I know we can prefix with (~) but seems like a simple enough fix rather than having to band-aid the problem.

  • theactorsroomtheactorsroom Member Posts: 5

    Voting this up.

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