As a Community Owner, you may need to set a supplier and their assets to an "inactive" or "archived" state. An example of this might be if a supplier is in LTO and you're not currently purchasing products from them. Instead of asking the supplier to unshare or delete their assets from your community, you can set them as inactive. You can update the state at any time.
If you are interested in setting only products to inactive you can view our Setting Products to Inactive article.
If you are interested in setting only locations to inactive you can view our Setting Locations to Inactive article.
Steps to Set a Supplier to Inactive
- Click on Suppliers on the Left Navigation
- Find and click on the Supplier Name that you would like to make inactive to open their supplier summary.
- In the top right corner of the Supplier Summary page, you will see a Status, click the pencil to edit their status and select a status under the "Inactive" header
- You will be given the option to select either:
- Supplier Only: This will only change the status of the supplier to inactive. Their assets will remain in the status they were previously. This shows a count of each asset and what is currently active.
- Supplier & Assets: This will change the supplier status AND all statuses of their documents (to archived) and their products & locations (to inactive). This shows a count of each asset and what is currently active.
- Make your selection and click Inactivate.
Steps to Set a Supplier to Active
You'll follow the same steps above, but will see a slightly different modal when selecting an active status for the supplier.
- Click on Suppliers on the Left Navigation
- Find and click on the Supplier Name that you would like to make active to open their supplier summary.
- In the top right corner of the Supplier Summary page, you will see a Status, click the pencil to edit their status and select a status under any header other than the "Inactive" header
- You will be given the option to select either:
- Supplier Only: This will only change the status of the supplier to active. Their assets will remain in the status they were previously. This shows a count of each asset and what is currently inactive.
-
Supplier & Assets: This will change the supplier status AND all statuses of their documents (to unarchived) and their products & locations (to active). This shows a count of each asset and what is currently inactive.
- NOTE: There is no distinction when making the supplier active again which documents, products, and locations were inactive previously. If you make them active again, then ALL of their assets active/unarchived and you will need to manually review them to make any previously inactive/archived asset returns to that status.
- Make your selection and click Activate.
Inactivating a supplier and their assets ensures the supplier no longer gets email notifications or to-do reminders for those assets. Reactivating the supplier and the assets reinstates the To-Do notifications for the supplier to update documents, locations and product information.