In this article, you will learn how to remove items, item groups, and item categories from your price book.
Your price book may be made up of various items, item groups, and item categories. New items, item groups (and flat rates), and item categories can be added in just a few steps. They can also be removed from your price book to ensure your team always has access to an up-to-date catalog.
Removing items
Removing an item from your price book can be done in one of two ways:
- Disabling the item: Removing the item from your price book altogether, but keeping the item stored for record-keeping purposes
- Hiding the item: Removing visibility of the individual item in your price book, while allowing it to appear in related item groups
Disabling items
To maintain the integrity of your historical data, items in Workiz cannot be permanently deleted. Instead, you can remove items from your price book by disabling them, preventing your team members from seeing these items in the future.
- From the sidebar menu, select Price book
- Check the boxes for all of the items you want to disable
- From the bulk actions menu, select Update item status > Disable
- Select Yes, disable
Please be aware that disabling an inventory-managed item will also permanently delete all related inventory levels. Reenabling these items will not restore inventory levels.
Disabled items will not be permanently deleted. You can reenable one of these items by filtering by disabled items from your price book settings page.
Hiding items
If an item exists as part of an item group, you may instead choose to hide the individual item. This way, the item remains accessible within the group but is not available as a standalone item.
- From the sidebar menu, select Price book
- Select the item you want to hide
- Turn the toggle switch off for Show item on price book
- Select Save
- Repeat Steps 2-4 for all of the remaining items you want to hide
These items will no longer be visible in your price book. To make them visible again, open the item and turn the toggle switch back on.
Removing item groups
Removing an item group from your price book can be done in one of two ways:
- Disabling the item group: Removing the item group from your price book, but keeping the item group stored for future use
- Deleting the item group: Since item group usage is reported at the item level in your Items and Services report, item groups may be permanently deleted from your Workiz account. Deleting item groups will not remove the historical usage of the individual items.
Disabling item groups
This capability is currently only available to users who are part of the beta program.
To join the beta, please contact support.
- From the sidebar menu, select Price book
- Select the Item groups tab
- Select the item group you want to disable
- Next to Enable, turn the toggle switch off
- Select Save
This group will be disabled and no longer visible in your price book. To view or re-enable a disabled item group, you can filter your item groups by "All" or "Disabled."
Deleting item groups
If you'd prefer to permanently delete an item group altogether, you also have that option. Please be aware that item groups cannot be recovered after deleting.
- From the sidebar menu, select Price book
- Select the Item groups tab
- Under Actions, select the trash can icon for the item group you want to delete
- Select Confirm
This item group will be permanently deleted and no longer available in your price book.
Removing item categories
Removing an item category from your price book can be done in one of two ways:
- Disabling the item category: Removing the item category from your price book, but keeping the item category stored for future use
- Deleting the item category: Permanently deleting the item category from your price book
Disabling item categories
This capability is currently only available to users who are part of the beta program.
To join the beta, please contact support.
- From the sidebar menu, select Price book
- Select the Item categories tab
- Select the item category you want to disable
- Next to Enable category, turn the toggle switch off
Disabling an item category will also disable all subcategories, item groups, and items within the category.
This category will be disabled and no longer visible in your price book. To view or re-enable a disabled item category, you can filter your item categories by "All" or "Disabled."
Deleting item categories
Like item groups, item categories may also be permanently deleted from your Workiz account.
- From the sidebar menu, select Price book
- Select the Item categories tab
- Under Actions, select the trash can icon for the item category you want to delete
Having trouble deleting an item category? You may need to remove all items and sub-categories from within this category first.