To retain all of the data that is linked to a Product, such as Tastings, Orders, Notes, etc. Vinosmith will not allow you to permanently delete a Product.
You can disable a Product so that it is not visible on the Wines tab and accessible in Search; the wine effectively becomes invisible.
*** Disabled Wines can always be found by going to the Wines tab and checking the box Include Disabled Wines?
There are multiple ways that an product can be disabled:
Individually by going to each Product page
Batch disable by using the Wine Properties import/export flow
Batch disable by using the Batch Edit button on the Wines page
Batch disable by using the Interactive Inventory tool
To disable an individual Product:
Go to the Wine tab and click on Edit on the left
Toggle the wines Active? dropdown and choose No
Click Save
To disable via batch by using the Wine Properties import/export flow:
Export your data
Click on Wines
On the left-side menu, click on Export Properties
Check the box next to Active Only?
Click on Export
tip #1 - please save a copy of the original file before making any changes
tip #2 - please review the Import Instructions so that you have successful import process :) -- https://vinosmith.com/rep/wines/properties/import_intro
Update your data
Delete any optional columns and any rows of data that don't need changes
Make your changes as needed
Disabled? is in column AA
Save your file
Import your data
Click on Wines
On the left nav, click on Import Properties
Upload your file
Click on Import
To disable via batch by using the Batch Edit button:
Click on the Wines page
On the left-side menu, scroll down to the Operations section
Click on Batch Edit
Select your product(s)
In the yellow dialogue box, next to the Status field, select Disabled
Click on Update
To disable by using the Interactive Tool:
Click on the Wines page
On the left-side menu, click on the Interactive Inventory
Filter your products (i.e. by Producer, Warehouse, Availble, etc)
Scroll down to the bottom of the page
Click on Perform Actions with the above filtered Products
Select the product(s) to be disabled
At the bottom of the page, in the With Select Wines box, select your preference:
Disable Wines (disable the whole wine)
Disable Inventory (disable just the warehouse/inventory record)
Please note: disabling a wine's primary inventory record but keeping the wine active might lead to confusion. Consider disabling the whole wine
Next to With Checked:, click on Perform Action