In this article we will cover how a user would make parts/materials inactive if needed.
Knowing how to make parts/materials inactive will help ensure that you are able to appropriately manage your materials based on what you have in stock for visits.
Once users have logged into their FieldCentral web account, navigate to the Settings page via the quick access panel.
Select “Materials”.
If you have material categories setup, users will need to first click the drop down arrows on the left hand side to get to their specific parts. Once you have located the desired part, users will click the corresponding pencil icon to edit.
Users will uncheck the “Active” checkbox and then click “save”. This will make the part inactive and it will no longer be displayed in areas of the platform where materials/parts are available (both for office admins and for those in the field via the app).
Be sure to review your material/parts lists the next time you login or as needed throughout the season to ensure that only those parts which are available are actively displayed for use and accurate data.