How to Delete Inventory Item

Use this workflow to soft-delete an active inventory item so it no longer appears in active inventory lists and normal selection dropdowns.

When to use this workflow

Use Delete only when the part should no longer be used as an active inventory item.

Do not delete a part to fix quantity, lot cost, or transaction history. Use the appropriate correction workflow instead.

Before you start

Confirm:

• The part is no longer active for normal business use.
• Open orders, purchasing activity, manufacturing activity, and reporting impact have been reviewed.
• You are not deleting the part to bypass a correction that should be made through another workflow.

Steps

1. Go to Dashboard > Inventory > Parts.
2. Search for the part.
3. Expand the part row.
4. Select Edit.
5. Select Delete.
6. Review the Delete Inventory Item confirmation.
7. Type DELETE in the confirmation field.
8. Select Confirm Delete.

What happens behind the scenes

PAX soft-deletes the inventory item by marking it inactive.

The part is hidden from active inventory lists, normal dropdowns, and active reports. Historical references remain intact on records such as purchase orders, sales orders, BOMs, work orders, shipments, invoices, and inventory history.

Deleting an item does not remove historical records, change lot quantities, clear costs, or post a journal entry.

Related docs

• Parts Overview
• Inventory Item Detail Overview
• How to Reactivate Inventory Item