Catalog / 12

Move and delete catalog items

Reorganize the catalog by moving supplies or line items between categories, and delete the ones you no longer use.

3 minutes
Product screenshot: Move and delete catalog items
Step by step

How to complete catalog organization

  1. 01

    Open the row menu

    Select ... at the end of the row. You will see Edit, Move, Add to budget and Delete.

    Step 1: Open the row menu
  2. 02

    Move one item

    Move opens a dialog with the current location and the category tree. Choose the destination, or Uncategorized, and confirm with Move.

    Step 2: Move one item
  3. 03

    Move several at once

    Tick the row checkboxes and use Move in the selection bar.

    Step 3: Move several at once
  4. 04

    Delete

    Delete asks for confirmation: the item is no longer available in the catalog. You can also delete several from the selection.

    Step 4: Delete

What you'll learn

  • How move and delete catalog items works inside Perfour.

  • What information you need and how it stays connected to Catalog.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

If I delete a supply, does it disappear from my budgets?+

No. Line items you already added to a budget keep their own copy.

I can't move or delete an item+

You are in a read-only catalog, such as the general Perfour catalog.