Delete a vendor item from the portal
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Remove a vendor-item mapping through the supported portal action.
Where to goVendor Portal → Items → Delete
Before you start
- Use an account with Authenticated active vendor contact and enabled portal and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Remove a vendor-item mapping through the supported portal action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Vendor Portal → Items → Delete.
- Go to the exact record and review linked documents, payments, approvals, files and portal visibility.
- Select the supported Delete, Remove, Void or Cancel action.
- Verify the action only after checking the consequence described below.
- Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.
Fields and options
Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.
Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.
Item masterCommodity/item code, description, group/subgroup, unit, purchase price, tax and purchase eligibility.
Vendor-item mappingVendor, group and selected item list, shared visibility and vendor-specific values where exposed.
Files/importAttachments, spreadsheet import rows, validation errors and generated barcode/code.
Rules and limits
- Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
- Item and vendor-item operations use separate capability groups.
- Spreadsheet imports can create an error file for rejected rows; review it before retrying.
Check it worked
- The supported delete a vendor item from the portal flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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