Inactivating or Reactivating a Package

An item should be made inactive if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a package:

  • It is no longer available for purchase, so it is removed from the list of Packages in the register.
  • Packages already sold to clients will be honored until the package expires or the services are used.
  • Clients with a membership that accrues this package will continue to accrue the package until the end of the membership term. At the end of the term, it is a business decision as to whether or not you want the package to continue to be accrued.  
  • Memberships that offer this package will continue to be available for sale.
  • It is no longer selectable from any forms or menus.
  • It can still appear in reports.
  • It does not appear in search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.

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

  1. Locate and select the package.
  2. Select Edit.
  3. Toggle the status switch to Inactive or Active.

  

  1. Select Save to update the status.