Find, deactivate or reactivate a product or a service

The Products & Services page gathers your whole catalog. An entry you no longer sell is not deleted: you deactivate it, and it disappears from new documents.

Find an entry

• Under the title, CAPPS shows the number of products and services in the catalog.
• Table mode and Card mode change the layout; your choice is remembered. In card mode, the Filters button shows or hides the sort and filter header.
• The All, Products or Services type limits the list to one family of entries.
• The search covers the description, the code, the barcode, the supplier reference and the invoice description, regardless of case. The / key places the cursor in the search box, Esc clears it.
• The All state (default) also shows deactivated entries, placed after the active ones; Active hides them.
• Each filter you set appears as a chip that you remove with one click; Reset removes them all.

Deactivate a product or a service

1. On the entry's row or card, click Deactivate in the Actions column.

2. The Deactivate the product? (or Deactivate the service?) window reminds you of the effect: “It will no longer be offered in new quotes, orders, invoices and other documents.” and “Existing documents that use it remain unchanged.”.

3. Click Deactivate to confirm, or Cancel. The “Deactivated.” message confirms the operation and the Active column changes to Inactive.

Reactivate an entry

1. Show the All state to see deactivated entries.

2. Click Reactivate on the entry's row. The Reactivate the product? (or Reactivate the service?) window states: “It will be offered again in quotes, orders, invoices and other documents.”.

3. Confirm with Reactivate. The “Reactivated.” message appears.