Deleting Suppliers and Contacts

Suppliers in WorkGuru can only be deleted if they do not have any transaction history.  Suppliers with transaction history have to be made inactive.

• Deleting Clients
• Making Clients Inactive
• Deleting Contacts

Deleting Suppliers

If the supplier doesn't have history, the Delete/Trash icon will be available at the end of the suppliers row in the supplier dashboard. Noting that the delete icon may be hidden by the pages responsive design based on screen size.

Note: If the supplier does have actuals against it, you will be warned that it can't be deleted and must be made inactive instead.

Making Suppliers Inactive

For suppliers with transaction history, you can mark suppliers inactive by editing the supplier and de-selecting the IsActive checkbox.

Inactive suppliers can then be accessed from the Inactive tab from the supplier dashboard.  You can make inactive suppliers active again by selecting the IsActive checkbox.

Deleting Contacts

Client contacts can be deleted regardless of client transaction history. You can delete clients directly from the supplier detail page. Click Trash Delete at the end of the row in the Contacts section.