Cleanup
Cleanup finds untidy data in your catalog and fixes it in bulk: duplicate products, inconsistent names, mixed-up categories. Each tab shows what it found, and nothing changes until you apply it.
Who can: Owner, Admin
Where: Settings › Cleanup
The tabs
| Tab | What it does | Can it be undone? |
|---|---|---|
| Potential Duplicates | Groups products that look alike, tagged Catalog #, Name match or Fuzzy match. Review & merge → opens the same merge as Products: stock moves to the product you keep and the others are deactivated. | No. The others can be reactivated, but their stock stays moved. |
| Name Formatting Issues | Compares each name with the pattern its type usually follows and proposes a tidier name. Edit a proposal, then Apply, or use Apply all unedited. | Not by the app. Rename the product again. |
| Category Variants | Finds procedure categories that differ only in spelling or case and renames them to the one you choose. Needs a role that manages procedures. | Not by the app. |
| Product Type Variants | The same for product types. | Not by the app. |
| Standard Types | Proposes a product type taken from FDA or GMDN (an international device-naming system) data, for products that have a GTIN barcode. Tick the ones you want and choose Apply selected. Refresh GUDID data first pulls the latest FDA information, for products not checked in the last 30 days. | Applying a type: not by the app. Refreshing: no, it replaces the stored FDA fields. |
| Casing | Finds ALL-CAPS name, brand, vendor and type fields (and the FDA and GMDN terms) and proposes normal capitalization. | Not by the app. |
| Patterns | Shows the name pattern inferred for each type. Read only. | Nothing to undo. |
On the Standard Types tab, Refresh Health Canada data also looks up products that haven't been checked against Health Canada in the last 30 days. Matches fill in licence details, and the vendor only if it was empty. If more than one device matches, the product is tagged for review in Inventory. Up to 200 are done each time, so run it again if it says some remain. Products a manager has cleared are skipped.
Who can
The page opens for owners and admins. Each tab's changes also need the matching role: products for most tabs, procedures for Category Variants.