If you need to correct inventory records or remove items that are no longer needed, understanding how to manage inventory deletion and status changes is important for keeping your inventory accurate. In the following video, we’ll walk you through how to delete serial inventory and provide a reason, un-receive unpaid inventory when appropriate, and mark model inventory as obsolete when a model is no longer being used.
SOP: Delete Serial Inventory Items and Mark Model Inventory as Obsolete
Objective
This SOP explains how to remove items from serial inventory, un-receive items that have not been paid for, and mark model inventory as obsolete when it should no longer be active. It also covers how to reverse an accidental obsolete action.
Key Steps
1. Navigate to Serial Inventory 0:11
From the main menu, select Inventory.
Click Serial Inventory.
Locate the serial-numbered item you want to remove.
2. Delete a Serial Inventory Item 0:21
Click the black triangle next to the item to expand its details.
Select the red Delete button.
Enter the required reason for deletion when prompted.
Click Submit to complete the deletion.
Confirm the item no longer appears as active in serial inventory.
3. Verify Serial Inventory Movement History 0:43
After deletion, review the Movement section on the right side of the serial inventory screen.
Confirm the item shows a history entry indicating it was deleted.
Use this history to validate the action for audit purposes.
4. Un-Receive a Serial Item if It Has Not Been Paid For 1:02
If the item has not been paid for yet, you may choose un-receive instead of deleting it.
Expand the item using the black triangle.
Click the un-receive button.
Confirm the prompt by selecting OK.
Verify the item is now marked as un-received.
5. Navigate to Model Inventory 1:24
From the main menu, click Model Inventory.
Find the model item you want to update.
Review the item before making changes, since model inventory is typically retained for sales history.
6. Mark a Model Item as Obsolete 1:48
Instead of deleting model inventory, mark the item as obsolete.
Expand the model item by clicking the black triangle.
Click the Obsolete button.
Confirm the system assigns an obsolete date.
Verify the model number displays in red, indicating it is no longer active.
7. Reverse an Accidental Obsolete Status 2:26
If the wrong model was marked obsolete, open the item and click Edit.
Select the calendar icon next to the obsolete date.
Remove the obsolete date.
Click Save to restore the item’s active status.
Confirm the obsolete indicator has been cleared.
Cautionary Notes
Do not delete model inventory unless your system/process specifically allows it; model inventory is usually retained to preserve sales history.
Only un-receive items that have not been paid for yet.
When deleting a serial item, a reason is required—enter an accurate reason for recordkeeping.
Always verify the item status after completing the action to ensure the correct inventory record was updated.
If you mark the wrong model obsolete, correct it immediately to avoid inventory reporting errors.
Tips for Efficiency
Use the black triangle to quickly expand item details before taking action.
Check the Movement history after deleting a serial item to confirm the change without searching elsewhere.
For model inventory, prefer Obsolete over deletion to preserve historical sales data.
Keep deletion reasons standardized to make future audits and reporting easier.
Confirm payment status before choosing between Delete and Un-receive for serial inventory.