Deleting or Undeleting a Department

Delete an item if it is no longer needed in any capacity, and it is not likely to be needed in the future. Most deleted items can be undeleted.

When you delete a department:

  • Existing product forms and purchase orders with this distributor selected remain unchanged.
  • It is no longer selectable from any forms or menus.
  • It does not appear in search results unless Deleted is selected from the Advanced menu.
  • It may still appear in reports depending on the report setup criteria.

To delete a department

Note: Deleting a department also removes its associations with Service Categories, Product Categories, and Employees.

  1. Locate and select the department.
  2. Select Delete. A confirmation message appears.
  3. Select Yes to delete the department.

To undelete a distributor

Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

  1. Locate and select the department.
  1. Select Undelete.

Note: Once undeleted, you will have to re-associate Service Categories, Product Categories, and Employees with this department.