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Delete or Archive a Product or Service

How to delete or archive a product/service you no longer want

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Written by Support
Updated this week

If you have a Product or Service that you no longer want in your database, you can either delete it or archive it depending on whether or not it has been used as a line item already.
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Deleted products/services will be permanently removed with no way to restore them.
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Archived products/services will be removed from searches and lists within Pool Brain but they can be restored later if desired.
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To delete or archive a product or service:

  • Go to Products & Services page

  • Find the product or service in the category menus or search for it in the top search bar

  • Click the product or service you want to delete or archive

  • If the product/service has NOT already been used on a line item, a "DELETE" button will display. Click the button to permanently delete the product or service. (this can't be undone)

  • If the product/service HAS already been used on a line item, an "ARCHIVE" button will display. Click the button to archive the product or service (this can be undone later if needed)

To view or restore archived Products/Services

  • Click the "Active" drop down menu at the top of the page

  • Select "Archived" from the menu options

  • Click the product or service you want to view

  • Click "UNDO ARCHIVE" button to restore the product or service

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