How to Delete or Deactivate Equipment in Rapid ERP

Understanding Deleting vs. Deactivating Equipment

Before removing an equipment unit, it’s important to understand the difference between these two options:

• Delete Equipment
  Equipment can be permanently deleted only if it has never been associated with any jobs and the user has the appropriate delete permissions.
• Mark Equipment as Inactive
  If the equipment has been associated with one or more jobs, it cannot be deleted. Instead, it must be marked as inactive.
  Inactive equipment is removed from the active equipment list but remains in the system for historical and reporting purposes.

How to Permanently Delete Equipment

You can permanently delete an equipment unit if:

• The user has Delete permissions for Assets → Fleet, and
• The equipment has no jobs associated with it.

Steps to Delete Equipment

1. Navigate to Assets → Fleet.
2. Locate the equipment unit you want to remove.
3. Right‑click on the equipment.
4. Select Delete Equipment.

If the equipment meets the requirements, it will be deleted immediately.

Important Note

If you receive an error message stating that the equipment cannot be deleted because it has jobs associated with it, the unit must be marked as inactive instead.

How to Mark Equipment as Inactive

Equipment that has been used on jobs cannot be deleted, but it can be removed from active use by marking it as inactive.

Steps to Mark Equipment as Inactive

1. Navigate to Assets → Fleet.
2. Double‑click the equipment unit to open its details.
3. In the bottom‑left corner, check the Inactive checkbox.
4. Click Save and Close.

Once saved, the equipment will no longer appear in the active equipment list.

Viewing Inactive Equipment

Rapid ERP allows you to filter the equipment grid to control what is displayed.

Equipment Grid Filters

You can filter the list to show:

• Active units only
• Inactive units only
• Both active and inactive units

To confirm that an equipment unit was successfully marked inactive:

1. Set the filter by clicking Show to Inactive units only.
2. Click Go.

The inactive equipment will appear in the filtered list.

Summary

• Users must have Delete permissions for Assets → Fleet to permanently delete equipment.
• Equipment without job history can be deleted.
• Equipment with job history must be marked as inactive.
• Inactive equipment is hidden from active use but retained for record‑keeping.
• Grid filters allow easy viewing of active and inactive equipment.