Reassigning an item's tracked Item Type requires manual re-creation due to differences in how these item types are tracked within the system.
Follow these steps to change an item's tracked type:
Zero out and remove all inventory records for the existing tool model, including any assigned units.
Change the old model's item numbers before deleting it so that you can reuse them.
Delete the original Tool model from the system.
Add the item under the correct Materials & Consumables item type (e.g., Filters & Bags).
Assign the original item numbers to the new model.
Adjust stock and inventory levels for the new model as needed.
Ensure the updated models reflect the correct rates in all applicable rate sheets.
Verify that old models are removed, as deleting them will automatically remove them from previous rate sheets.
Alternative Method for Item Numbers: Instead of changing the old model's item numbers first, you can temporarily adjust your system security constraints. Navigate to Administration, select Company Settings, and temporarily set Duplicate Protection to Warn. Save your changes and refresh the page before assigning the item numbers to the new model.