Make products inactive

You may want to make a product inactive if it was already used in OnBalance but you will no longer buy or sell it, or if you may sell the product again in the future.

  1. From the company setup menu, choose Products & Services.

    Note: The name of this screen varies according to what your company manages in OnBalance. If you manage only products, this screen name is Products; if you manage only services, the screen name is Services; and if you manage both, the screen name is Products & Services.

  2. Click the product you want to make inactive.
  3. Mark the Make product inactive checkbox.
  4. Click Save.

Notes

  • When you make a product inactive, that product will no longer appear in the list of products in the Products & Services screen by default. Also, the inactive product will not appear in the Product/Service Name field in the New Sale, Purchase, Customer Returns and Vendor Returns screens.
  • To view inactive products, mark the Include Inactive checkbox in the Products & Services screen. Inactive products appear in italicized text in the list.
  • To reactivate a product, click the product, clear the Make product inactive checkbox, and click Save.

The availability of some or all of these features depends on your version of OnBalance.