This article outlines a clear, step-by-step process set a sub type as inactive or active as required.


PURPOSE

To guide users in managing the status of Cost Sub-Types effectively by setting them as Active or Inactive, ensuring cleaner data management and preventing use of outdated or irrelevant cost categories.


KEY BENEFITS

  • Better Data Control: Prevents outdated Sub-Types from being selected in new Jobs/Styles.
  • Improved Accuracy: Reduces the risk of using obsolete or incorrect cost data.
  • Reversibility: Allows reactivation of Sub-Types if needed, avoiding permanent deletion.
  • System Cleanliness: Maintains a tidy and relevant cost structure within the platform.


FOLLOW STEPS BELOW:

1. From within Admin, Click on ‘Cost Types’

2. Click on the ‘Cost Type’ you want to search for an item within and set as Inactive e.g. Fabric

3. If required apply filters and select a search criteria e.g. Description

4. Enter your search criteria in the search field

5. Click ‘Search’

6. Right Click on the Sub Type and select ‘Mark Inactive’


ADDITIONAL NOTES

If you need to set the Sub-Type as ‘Active’ in the future, follow the same steps above and select ‘Mark Active’ instead.

Only Admin users can modify the active status of Sub-Types.

Setting a Sub-Type as Inactive ensures it remains in the system for reporting/history, but cannot be used going forward.

NB. For a quick tutorial watch below