How Do I Set a Supplier as Active or Inactive?

How Do I Set a Supplier as Active or Inactive?

How to Change a Supplier's Active Status

This guide explains how to change a supplier's active status in Clarus WMS without deleting their record. You can easily mark suppliers as active or inactive.



Step-by-Step Guide

1. Toggle Active Status

To change a supplier’s status, go to their detail screen. You will see an Active? checkbox. Tick this box to make the supplier active or untick it to set them as inactive.


2. View Active Status

The supplier’s active status will be shown on the main supplier screen, allowing you to quickly see their current setting.



FAQs

Can I set a supplier as inactive without deleting them?

Yes, you can mark a supplier as inactive by unchecking the Active? box in their details. This keeps their record in the system.

How do I know if a supplier is active?

The Active? status is displayed in the supplier data grid on the main Suppliers screen.

What happens when I mark a supplier as inactive?

The supplier will not appear as active in reports or transactions but will remain in the system for reference.

Can I reactivate an inactive supplier?

Yes, simply check the Active? box in their details to make them active again.

Is there a quick way to see which suppliers are inactive?

You can sort the Active? column in the supplier data grid to quickly identify all inactive suppliers.


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