Making multiple vendors/customers inactive with batch processing

Too Many Vendors?

Tired of scrolling through achingly long lists of outdated vendor records?

Well say goodbye to endless scrolling. Shorten those lists by making the records inactive (and also improve system performance).

Sure, you can go into each record and manually mark them inactive… one… at… a… time, but who has that kind of time?

Clear those inactive vendors quickly with batch processing in just a couple of simple steps. This rarely used feature has been part of your Sage 50 Quantum for a while but it’s not something many people think about using or even realize the function is available.

Use it! It will shave time off tasks every day and, as you know, every second adds up. Here’s how to do it:

  1. To set multiple records as inactive, go to the menu bar, select Maintain, then Make Records Inactive.
  2. There you can make old or unused records inactive all at once and even opt to view records you haven’t used since a certain date.
  3. After you complete the above task, go to Options -> Global to “hide inactive records” so you no longer see them in your lists.  You also have the option to “purge” those records.

This will speed up your day but it should also improve your software performance.  By the way… you can do this same thing with your inactive customers!

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