Delete an Item

Remove an inventory item from the system.

Purpose

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.

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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.

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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.

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Permissions Required

Permission Section	Permission Type	Required For
Roles	Super Admin	Edit, Delete, Duplicate
Roles	Inventory Admin	Edit, Delete, Duplicate
Inventory	Delete	Delete

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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

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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