Delete a retail plan

Delete a retail plan only when it should be removed from the Plans collection. This is different from leaving a completed plan in place as a record of a past selling period.

1. Open the plan's row action menu on Plans.

2. Select Delete Plan.

3. Review the plan name in the confirmation dialog.

4. Select Delete to confirm.

You need permission to edit the plan. Confirm that no one still needs its product, order, or build information before deleting it.

Decide before confirming

The confirmation dialog is the last chance to stop the action. Read the plan name carefully, particularly when several plans have similar seasonal names. Deleting a plan removes it from the collection, so use it for an unwanted test, duplicate, or abandoned plan rather than as a way to mark normal work complete.

If the plan may be useful for comparison, production questions, or a future template, keep it and organize the collection with names, dates, tags, or search instead.