How to disable products on specific accounts
Summary
Site Administrators and Account Administrators have the ability to disable products, for certain accounts, rather than performing this operation for the entire site. This knowledge base article provides instructions on this process. See the example image above the instructions.
Instructions
1) While logged in as a Site Admin or Account Admin, select Admin from the upper navigational bar. (Account Admins can skip to step #4)
2) From the lower navigational menu, select Accounts.
3) Click on the account from which you wish to disable a product.
4) On the account navigational bar, click Products.
5) On the Products page, select the appropriate vendor.
6) In the list of products, locate the product to be disabled.
7) Click the pencil icon.
8) Remove the check mark under Enabled.
9) Press Update.
- The disabled product (in this example, Fabric Roman Shades) will no longer be listed on the dropdown screens on the Product tab for new quotes.
- The disabled product will still appear on all existing quotes made prior to disabling it here. Disabling the product does not remove it from existing quotes.
Applies To:
- Solatech Focus
- Solatech DOS
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