How To Remove Price List Items on Tradify Web

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Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Learn more about removing Price List Items in Tradify. 

There are several ways to delete price list items in Tradify. You can either delete them individually or you can delete them in bulk based on a supplier.

Important Note: Price List Items cannot be deleted if they have already been used on a Quote, Job, Invoice, Purchase order and/or Bill. For this reason, it's recommended to use the "archive" function (covered in the following section) to remove your items from view and use.

 

Deleting a singular Price List Item

To delete a Price List Item, head over to Settings, click on Price List and then select the X icon on the right-hand side of the Price List Item you wish to delete.

Note: Price List Items cannot be deleted if they have already been used on a Quote, Job, Invoice, Purchase order or a Bill. For this reason, it's recommended to use the "archive" function (covered in the following section). 

 

  

Deleting/clearing your supplier Price List

Important Note: This process will delete all un-used items associated with the relevant supplier. For this reason, we recommend exporting your supplier price list file first so that you have a back-up on hand.

To delete an entire supplier Price List, head over to Settings, click on Price List, select the Options button and then choose "Clear Suppliers Price List". Next, enter the name of the relevant supplier and then choose "Yes" to finalise.

Note: Tradify cannot delete items that have already been used on a Quote, Job, Invoice, Purchase order or a Bill. For this reason, it's recommended to use the "archive" function in conjunction with this process to remove any additional items from use. 

 

 

Deleting/clearing your entire Price List

Important Note: This process will delete all un-used items with your account and cannot be reversed. For this reason, we recommend exporting all your supplier price list files first so that you have a back-up on hand.

To delete an entire supplier Price List, head over to Settings, click on Price List, select the Options button and then choose "Clear Suppliers Price List". Next, enter the name of the relevant supplier and then choose "Yes" to finalise.

Note: Tradify cannot delete items that have already been used on a Quote, Job, Invoice, Purchase order or a Bill. For this reason, it's recommended to use the "archive" function in conjunction with this process to remove any additional items from use. 

 

  

Archiving a Price List Item

Archiving a Price List Item will subsequently remove it from being used or seen throughout Tradify. You will still have visibility of it within Settings and also within historical records, but it won't show as an option anywhere else.

To archive an existing Price List Item, head over to Settings and select Price List. Next, click on the relevant Price List Item and then select "Archive this Price List Item", followed by "Save".

 

 

Bulk archiving your Price List Items

Important Note: In order to complete this process, you’ll need to use an application which is compatible with CSV files (i.e - Excel, Google Sheets, Open Office).

Export:
To bulk archive your items, head over to Settings, click on Price List, select the Options button and then choose "Export Price List File". Next, enter the name of the relevant supplier and then choose "Ok" to start the export.

File Update:
Open the exported price list file (using one of the applications listed above). Once the file is open, scroll to the right until you reach the "Archive" column. Under the archive column, input "Yes" into all the corresponding cells of the items you want to be removed. Once you've completed this, save the file and re-open Tradify.

Important Note: Be sure not to make any unwanted changes, as these will flow back through to Tradify when you re-import the file.

Re-import:
Now navigate back to Settings, click on Price List, select the Options button and then choose "Import Price List File". Enter the name of the relevant supplier and then choose "Ok". Now, using "Choose CSV File", find and select the file you've just updated. Once the file has loaded, click "Import Price List File" to finalise the import.

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