Learn how to archive POS products so that they no longer appear on your POS storefront, new purchase order, and new inventory counts.
1. Adjust the inventory level of the product to zero
Navigate to your Inventory list through Point of Sale > Inventory > Products. Click the check box next to the product you'd like to archive and click the Adjust Inventory button at the top of the screen. Adjust the inventory for the product to zero. If this product exists in multiple storefronts the inventory will have to be adjusted to zero in all storefronts.
Note: The Adjust Inventory button is a permissions-based action. If you do not see this option when selecting a product, your permission must be updated by a system administrator.
2. Access the Item Detail page to Archive the item
Click on the product in the list to bring up the Item Detail page. At the top right corner of the item detail page click the Archive button.
Note: In order to Archive a product you must have View and Edit Inventory permission in the Point of Sale permissions in User Management. If you do not currently have access, your permission must be updated by a system administrator.
If the product has inventory in any storefront or is currently on an open purchase order you will receive the below error. In order to continue you will need to edit the inventory to zero in each storefront or remove the item from an open purchase orders.
3. Click Archive Product button
To confirm you wish to Archive the specific product you will receive prompt shown below. To complete the process click the green Archive Product button.
Once a product has been confirmed as Archived all fields on the Item Detail page become uneditable. There will also be a red notice at the top of the Item Detail page explaining that the product has been archived.
How to Restore an Archived product
To Restore an archived product you can access the Item Detail page and click the Restore button at the top right.
Note: Restoring the product only restores it to the Product list in the storefronts, it does not replace any inventory that was adjusted in each storefront or add it back to an open purchase order.
How to view Archived products
To view a list of Archived products, navigate to the Products page and click the filter at the top. In the drop down, select Inactive Products to see only products that have been archived.
For items that are available to be an Online Store Add-on, archiving the product or item will not remove it from being visible online during the booking process.
Archiving Products that are available as an Online Store Add-on
An extra step is needed in order to archive a product that is also available as an Online Store Add-on. There are two ways to to achieve this:
- Go into each Site Type with the Online Store Add-on assigned and delete the product from the list (click here for more details on that process)
- Uncheck the Location "Online Store - Reservations" from the Inventory Item Detail for the product itself:
Navigate to Storefront
Click on Inventory
Click on the item or product
Scroll down to Locations and unselect "Online Store - Reservations"