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Editing or deleting a product

Change the price, VAT and settings of a product, disable it or delete it.

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On the product page you change everything about a product. Changes take effect on new invoice lines.

Required:Edit products

Editing a product

Open the product

Go to AdministrationProducts and click the product name or the pencil icon in the row.

Change the details

Product detail page with General, Extra invoice lines, Invoice line actions and Events

On the left you find the General and Extra invoice lines cards. On the right are Invoice line actions and Events. General contains the same fields as when creating, plus the Disable product option.

Save

At the bottom of the Extra invoice lines card, click Save. That button saves all changes on the page, including those in General and Invoice line actions. The button is only active once you have changed something.

If you want a new price to apply only from a later date, use the Scheduled prices card. See Scheduling a price change.

Under Events you see a timeline of changes to the product, such as price, ledger and actions. Each change shows the time, the user and, where possible, the difference between before and after.

Disabling a product

Tick Disable product and save. A disabled product can no longer be chosen on invoices, but it stays in the list and on existing invoices. In the list and on the product page you see it as Disabled. That way you keep the history without using the product any more.

Deleting a product

Choose delete

In the list, click the bin icon next to the product. On the product page, open the menu with the three dots in the header and choose Delete product.

Confirm

Confirmation dialog for deleting a product

In the dialog, click Delete.

Note

Deleting cannot be undone. Invoices that already contain the product stay unchanged. If the product is a step in the bundle of another product, Tillor skips that step from then on. If you just want to stop using the product, disable it instead.

What happens next?

  • A new price, different ledger or different action applies to lines you add afterwards. Existing invoices stay as they were.
  • A disabled product disappears from the selection list on invoices, but stays visible in the product list.
  • Every change goes on the product's Events timeline, with user and time.

Problems?

See also

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