Tool Stack Management
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- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
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- Google Workspace SSO Integration for Tool Discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary Tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
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- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
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- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
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- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Archive or delete inactive subscriptions Print
Modified on: Mon, 8 Apr, 2024 at 12:19 PM
Applicable to the following Sastrify plans:
| Legacy* | Essentials | Pro | Platinum |
|---|---|---|---|
| ✔ | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
One of the most important best practices for good SaaS procurement management is to ensure that your SaaS stack remains current and up-to-date - which means ensuring that any unused, retired (sunset) tools are properly archived and marked as inactive.
With Sastrify, you can do this easily by changing the status of subscriptions.
IN THIS ARTICLE
Archive a subscription
As mentioned above, archiving inactive or unused tools or subscriptions in Sastrify only requires you to change the status of those subscriptions. You can do this by following one of these two approaches.
Archiving a subscription from your Tool Stack
- Go to the Tool Stack section. Here, you get a bird's eye view of your entire company's subscriptions.
- Click on the 3-dots icon of the tool you want to archive and select “Edit Info”.
- Look for the "Status" field, and select Inactive from the drop down menu.
- Confirm your selection by hitting 'Save.'
- The status will change, and the inactive tool will move from the "In Use" tab to the "Inactive" tab.
Tips: You can also perform a bulk status update in your tool stack at one time by selecting multiple tools and then clicking the "Edit Details" button in the lower right corner of the page. Change the status to Inactive for the selected subscriptions.
Archiving a subscription on the Subscription Page
- Go to the Tool Stack section.
- Select the tool or subscription you want.
- Click the status bubble to the right of the subscription name.
- Change the status to Inactive.
- A pop-up will appear allowing you to add a comment to your colleagues explaining the reason for archiving the tool.
- Confirm by clicking the "Change Status" button.
- The status will change, and the inactive tool will move from the "In Use" tab to the "Inactive" tab.
Once committed, the status will change, and the inactive tool will move from the "In Use" tab to the "Inactive" tab.
Delete a Subscription
If you still wish to delete a subscription, you can do so by selecting it and clicking Delete Tool(s) below.
Please note that once you delete a subscription or tool request, you will not be able to go back and revise your decision or access any associated files.
You can also delete any subscription from its individual subscription page.To do so, click the status bubble to the right of the subscription name and select the "Delete Subscription" option at the bottom of the list.
Frequently Asked Questions
Q: Is it possible to change the status of a subscription or tool that has been set to inactive back to active?
A: Yes, it is. You can always go back and change the status to Active. Simply go to the Inactive tab on your tool stack page. Find the appropriate tool and change the status back to Active by following the same steps as above.
Q: If a subscription or a tool is deleted, is it possible to restore it?
A: No, it is not. Deletion is permanent, so once a subscription or a tool is deleted from the platform, it is not possible to go back and reverse the decision. All related documents and paper trails associated with the tool are also deleted.
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