Hey team — ran into something today that's probably come up for others. We've got a bunch of parts in our inventory that are discontinued by the manufacturer. Can't get them anymore, but we still have historical jobs where these parts were used. Don't want to delete them from the system since that breaks the record chain, but I also don't want them showing up as available when techs are adding parts to jobs.
Right now I'm just renaming them with "OBSOLETE -
" prefix, but that's hacky and techs still occasionally grab them by mistake. What I really want is a way to mark parts as inactive/archived so they stay in the database for historical reference but get hidden from active selection.
Pro tip: This matters for warranty tracking too. If a customer calls back on a 3-year-old install and you deleted the part number, you're flying blind on what was actually used.
Is there a proper way to handle this in FieldPulse? Looked through the inventory settings but didn't spot anything obvious.
in my experience there's no real archive function. your prefix method is what most people do, or just zero out the quantity and hope people notice.
honestly i've been asking for this since 2024. don't hold your breath.
in my experience there's no real archive function. your prefix method is what most people do, or just zero out the quantity and hope people notice.
honestly i've been asking for this since 2024. don't hold your breath.
