SMS eSuite - Items - Delete an Item

SMS eSuite - Items - Delete an Item

GLDS Training Step-By-Step




eSuite – Items – Delete an Item


Information

The eSuite software provides tools to delete items from the database. The item-related information may be partially or deleted, depending on the table from which the action is performed (master tables or Item creation table):

  • Deleting an item from the Main item table deletes all the records related to the item (main, POS, price and cost). 
  • Deleting an item from the POS table deletes the item's POS record. 
  • Deleting an item from the Price table deletes the item's price record. 
  • Deleting an item from the Cost table deletes the item's cost record. 
  • Deleting an item from the Item creation table deletes all records related to the item (main, POS, price and cost).

To delete many items, create a Delete batch.

Before deleting an item, the inventory on that item should be removed. Otherwise, the inventory reports will be incorrect.

WARNING: Deleting an item should not be common practice and should be called upon only when the item is no longer available or sold. Deleting an item will affect historic reporting, so be sure.


Deleting an item from the Main item table

In the launcher, click the arrow in the Items entry to expand its menu.

  1. Click on Master: the Start window opens in the Items work area.
  2. Click on Items to open the wizard.
  3. Enter the search criteria.
  4. Click on Execute: results will display in the Items - General list window.
  5. Select the item to be deleted.
  6. Click Edit in the bottom menu.
  7. Select Master tables, then Main master to open the item's Main item table.
  8. Click on “-“ in the toolbar to delete all the records (main, POS, price and cost) related to the item.
    This prompts a confirmation message:
  9. Click Yes to delete all item-related records.
    This will close the message window.
  10. Refresh the list of items.
    The deleted item should no longer be displayed.
  11. To make sure the item no longer exists, perform the same filter as in step 3.


Delete items from the POS table

In the launcher, click the arrow in the Items entry to display its menu.

  1. Click on Master: the Start window opens in the Items work area.
  2. Click on Item list to open the wizard.
  3. Enter the search criteria.
  4. Click on Execute: results will display in the Items - General list window.
  5. Select the item to be deleted.
  6. Click Edit in the bottom menu.
  7. Select Master tables, then POS master to open the POS table.
  8. Click on “-“ in the toolbar to delete the item's POS record. The confirmation as seen above will appear.
  9. Click Yes to delete the item's POS record.
    This will close the message window.
  10. Refresh the list of items.
    The item whose POS record has just been deleted is still displayed.

NOTE: To delete the item's price or cost-related record, follow the steps above and select Price master or Cost master in the Edit menu.





Delete items from the Item creation table

In the launcher, click the arrow in the Items entry to expand its menu.

  1. Click on Master: the Start window opens in the Items work area.
  2. Click on Item list to open the wizard.
  3. Enter the search criteria.
  4. Click on Execute: results will display in the Items - General list window.
  5. Select the item to be deleted.
  6. Click Edit in the bottom menu.
  7. Select Preferred, then All in one basic item to open the Item creation table containing the item information.
  8. Click on “-“ in the toolbar to delete all the records (main, POS, price and cost) related to the item. The confirmation window will appear
  9. Click Yes to delete all item-related records.
    This will close the message window.
  10. Refresh the list of items.
    The deleted item should no longer be displayed.
  11. To make sure the item no longer exists, perform the same filter as in step 3.





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