Item Batch Delete
The ability to delete unused Items en masse has long been requested by Big Business Users who generate numerous Quotes. Many companies want to be able to Quote from an imported catalog of Items. In the end, they may only end up selling a fraction of the Items they imported for Quotes.
The Items that are sold contain historical transaction information and can not be deleted. The Items that have only been used in Quotes can be deleted by first deleting the expired Quotes, then the Item Card.
Item Batch Delete (and Quote Batch Delete) facilitate this process.
In the picture above is the dialog for the Batch Delete, but notice also the Item List behind. The Batch Delete has already been run on the entire list, leaving the 65 Items that contain transaction histories. All other Items were deleted. (3126)
Big Business 2.5 allows you to Batch Delete Item Cards which have no transaction history. Because this Delete is permanent, you should exercise proper caution in its use. Items which have been used in any transaction cannot be deleted. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to Back Up your Company data file, or export the selection of Item Cards you are attempting to Delete, prior to deleting them.
To Batch Delete Items, using the Item QuickSearch:
1. Find the selection of Item Cards to Delete.
2. Click the Batch Delete tool to Delete all Item Cards in the current List.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to attempt to permanently delete all Items in the List.
Big Business will provide you a list of those Items which could not be Deleted.
If you select one Item in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Item, Deleting all Items in the List, or Canceling.
This feature is designed to clean up after erroneous imports of Items or if you have a number of Item Cards that were never used. In addition to Bills and Invoices, which display on the Item history; Quotes, Sales Orders, and Purchase Orders which include an Item will prevent its being Deleted, as will its being a component in a Built Item. You may use the Batch Delete tools for these transactions to eradicate an old Item.