- You may deactivate inventory manually in ConnectSx as described below, but we recommend in almost all situations that you deactivate inventory via an Event instead.
- Single-use inventory is deactivated after an event is submitted and using this method ensures there is an enduring record in the system providing context of why the inventory was removed for inventory audit purposes.
- Try using a Stock Adjustment or Other Event type for removing inventory from the account outside of a case scenario.
- Add descriptions, comments, and item usage statuses (missing, damaged, etc.) to provide context.
- This also allows for the possibility of Reopening the event if a correction must be made.
To Deactivate inventory Manually
- Locate the device or container in the All Inventory screen
- Click into the detail screen
- When you enter a device’s detail screen, you’ll note that there is a “Deactivate” button in the upper right corner next to the “Save” button.
- Bear in mind that deactivating inventory with this method will provide no notes or context as to why the inventory was removed. We highly recommend using a Stock Adjustment event for this purpose instead.
- Consider carefully before deactivating your inventory. Once a device is deactivated, it cannot be reactivated. Any inventory that needs to be reactivated will need to be added to your inventory again as new.
A Note on Containers:
If you deactivate a container, you will also deactivate all contents held within the container.
You may recreate a deactivated container. You must assign the pre-existing catalog ID to new a container, only IF there are NO Inventory Items currently associated with that catalog ID.
