Remove Mfgs, Vendors & Part Numbers

Overview

This document will go over how to remove Manufacturers, Vendors, and Part Numbers, in the scenarios that you stopped carrying the line or it has been discontinued and you no longer have stock quantities available.

Part Numbers

The very first step in removing an entire product line from your application is to start with the part numbers first.

Removing part numbers first allows you to then remove the MFG, and then the Vendor.

• To begin, go to Inventory> Inventory Manager> Mass Maintenance

  

• NOTE: If you have part numbers for this manufacturer that are both in your Local and Master inventory you will need to repeat this process in both areas.

• Within the ‘Manage Local Inventory’ screen, using the filter criteria you will load the part numbers you want to remove, and select the items that you want to remove.

  

• Next select ‘Delete’, and confirm your decision.

  

• Once you’ve confirmed, the items will be removed.

  

• Again, if you keep items available in your “Master” inventory you will need to repeat this process.

• Lastly, we need to make sure we delete the Item-Template part number record which assists with the pricing profile.

• Back in the Mass Maintenance area, select ‘Manage Local Inventory’

• Using the search criteria select the Inventory Type as ‘ Item Template’, and select the MFG code

  

• Once the part number appears, make sure it is selected and select the ‘Delete selected’ button, and confirm this change.

  

Removing Associated Vendors

Prior to deleting the MFG and Vendor we need to make sure there are no associated vendors associated with the MFG.

• Within the menu go to Purchasing> Manufacturer/Vendor Relationships.

• From the left hand side, locate the MFG that ultimately will get removed in the next step.

  

• If more than one vendor appears, you will need to reassign and or remove those associated vendors.

• Highlight the associated vendor you need to remove and select ‘Delete’, and then confirm your change.

  

Removing Manufactures

After the part numbers, and any associated vendors have been removed you can now remove the MFG from your system.

• From the navigation menu go to Purchasing > Manage Manufactures, and search for the MFG.

• In the Manufacturer lookup screen, highlight the MFG you want to delete and select ‘Delete’ from this look up screen.

  

• Upon deleting the manufacturer, you will receive the following message.

  

• Since you have verified that the only relationship with the MFG is the vendor in which you will be removing you will select ‘Yes’.

• The MFG is now removed.

Removing Vendors

Now that the part numbers, associated vendors, and the MFG have been deleted from your system the final step is to remove the vendor. NOTE: If you have any outstanding bills for this vendor, these will need to be written off, if you have any open PO’s those will need to be cancelled, and if you have any open RTV’s those will need to be completed or cancelled.

• Within Purchasing> Manage Vendor, search for the vendor you want to remove.

• Once you’ve located the vendor, make sure that it is highlighted, in the vendor lookup screen.

  

• While highlighted, select the ‘Delete’ button, in the bottom right.

  

• Lastly, confirm your deletion.

Removing Pricing Profile

If your pricing profiles are based on MFG’s, you may also want to remove the pricing profile for this line to help clean up your system.

• Go to Inventory > Pricing Manager > Pricing Rules Manager

• Select the ‘Profile’ subtab, and search for the profile

  

• Select the profile and right-click and select ‘Delete Item’ and confirm your change.

  

This concludes how to remove a Product Line, including Part Numbers, MFG and Vendor.