Maintain your product catalogue

As your business changes, you may need to retire taxes, discounts, fees, groups and units. This page explains how. To deactivate a product, see Display and edit products.

Deactivate discounts, fees or taxes

Deactivate a discount, fee or tax to stop it being used in new products and orders. If it isn't used in any order, you can then delete it.

Before you begin:

1. Check whether any orders use it: you can't delete it if they do. To find them, list orders with the API and search for its name.
2. Find the products that use it. List products with the API and search for its name.

To deactivate it:

1. Go to Products › Taxes, Discounts or Fees.
2. Click the pencil button beside it.
3. Select Inactive and click Save.

BillPro stops users choosing it in new orders. To take it off products too, edit each product that uses it, and save it.

Delete discounts, fees or taxes

You can only delete a discount, fee or tax that no order uses.

1. Deactivate it, as above.
2. Edit and save each product that used it.
3. Click the trash button beside it, then Remove.

Rename or deactivate a group or unit

1. Go to Products › Groups or Units.
2. Click the pencil button beside it.
3. Change the name, or select Inactive, and click Save.

Delete a product group

You can delete a group once it has no products.

1. Go to Products › Groups and click the group's name.
2. Click the trash button beside each product to remove it from the group. To move products into another group instead, edit each product and change its Product Group.
3. Go back to Groups, click the trash button beside the group, then Remove.

Delete a product unit

You can delete a unit once no products use it.

1. Find the products that use the unit, and edit each one to change or remove its Product Unit. You can create a replacement unit first.
2. Go to Products › Units, click the trash button beside the unit, then Remove.