The Delete Item action allows authorized users to permanently remove an inventory item from the system only when it is no longer in use on any site or project.
How to Access
Open the main menu → Select Inventory → Stay on the Inventory Overview Tab → Click the Gear Icon button (visible only when permitted)
Notes:
Visibility depends on permissions.
Buttons and actions may be hidden based on role.
Step-by-Step Workflow
Overview
Open the Inventory list, select a row, open the actions menu, and choose the Delete action.
Step 1: Open the Inventory List
Go to Inventory and open the Overview tab.
The table displaying your inventory items will include a gear icon on each row.
Step 2: Open the Item Actions Menu
Click the row you want to act on.
Click the gear icon in that row.
A menu with the available actions for that item.
Step 3: Choose Delete Action
This will permanently remove the item from your inventory.
Scenario
Item State
System Behaviour
Required Action
Delete Action Successful
No quantity issued to sites
No quantity assigned to projects
In Use balance = 0
Available balance = Total Quantity
System allows deletion
User is prompted to confirm the delete action
Item is permanently removed from the inventory
Item no longer appears in the inventory list
Confirm the delete action
No further steps required
Delete Action Blocked
Quantity issued to sites
Quantity allocated to active projects
In Use balance greater than 0
System prevents deletion
Return all issued quantities from sites or projects
Ensure In Use = 0
Ensure Available = Total Quantity
Retry the Delete Item action
If the Delete action is blocked, the system will display an alert showing
If the Delete action is successful, the system will display a confirmation window to confirm if you woudl like to proceed with deleting the item.
Permissions Required
Permission Section
Permission Type
Required For
Roles
Super Admin
Edit, Delete, Duplicate
Roles
Inventory Admin
Edit, Delete, Duplicate
Inventory
Delete
Delete
Troubleshooting and Common Questions
Delete option not visible:
Check your role permissions or contact an administrator
Delete blocked:
Verify all issued quantities have been returned and balances are correct
Item still visible after delete:
Refresh the inventory list or re-open the Inventory Overview page
Important Notes
Deleted items are fully removed from the system
Items cannot be deleted while actively issued or allocated
Deletion helps maintain accurate inventory records and prevents orphaned data
