Maintain your product catalogue

You may need to change your product offering and pricing as your business evolves. This section describes how to manage changes by preventing the use of deprecated product groups and pricing elements.

To deactivate products, see Display and edit products.

Deactivate discounts or fees or taxes

To prevent users from creating orders and products using discounts, fees, and taxes, you can deactivate them by setting their status to Inactive. If they have not been used in orders, you can remove them from products and then delete them.

Before you begin:

1. First, check that no orders have used the discount, fee, or tax because you cannot delete a pricing element if it is used in any orders. To check, you can list orders with the API and search for the pricing element by name.
2. Before you deactivate the discount, fee, or tax, determine which products use this pricing element. To do this, you can list products with the API and search for the pricing element by name.
3. After you deactivate a discount, fee, or tax, to fully delete it from the product, edit each product that was using it and save the product. Then, you can delete the discount, fee, or tax.

To make a discount or fee or tax Inactive, do these steps.

1. Go to Products.

2. Then go to Discounts or Fees or Taxes

3. On the right of the discount or fee or tax, click the pencil edit button.

4. On the edit screen, set the status to Inactive and save.

   

An inactive discount, fee, or tax is displayed with a grey flag in the main list for that pricing element. BillPro prevents users from selecting an inactive discount, fee, or tax in new orders.

Delete discounts, fees, and taxes

Follow these steps to delete discounts, fees, and taxes if they are not used in orders.

1. Deactivate the discount, fee, or tax as described above.
2. If any products were using the discount or fee or tax, edit each product and save it.
3. On the right of the discount or fee or tax, click the trash bin delete button.

BillPro deletes the pricing element.

Delete a product group

You may want to delete a group to change how products are categorised. You can delete a group if there are no products in the group.

To delete a group with products, first do these steps to remove the products.

1. Go to Products.
2. (Optional) Go to Groups and create a new group to add the products from the group to delete, and then return to Products.
3. In Filters, for the Product Group, select the group to delete, and click Apply.
4. If your search returns any products, edit each one, change the Product Group, and then save.
5. Run the search again and edit any other products to change the group.

To delete a group with no products in it.

1. Go to Products > Groups.
2. Click the trash bin delete button to delete the group.

Delete a product unit

You may want to delete a unit to adjust your product portfolio or change your unit naming strategy over time. You can delete a unit that is not used by any products.

To delete a unit that is in use, first do these steps.

1. Go to Products.
2. (Optional) Create a new unit to replace the unit to delete.
3. Identify the products that are using the unit to delete.
4. Edit each product and remove the unit, or change the unit to another unit.

To delete a unit that is not in use.

1. Go to Products > Units.
2. Click the trash bin delete button next to the unit.