Deleting Customers (Set to Inactive)
- Sandra Petrovic
- Jessica Inocencio
Below steps will guide you through how to delete a customer. We typically refer this to setting them to inactive in case you need to find them again.
Please follow the steps below:
Search the customer and click on it to open the customer screen
Refer to the heading Status and change this to INACTIVE
Hit save once done
If you try to search your customer list again the specific one should be hidden now.
Please note: if a customer has ACTIVE sales orders against it the system won’t let you set the customer to inactive. You will receive the below message.
The best thing to do is to search all active sales orders against this customer and either:
Invoice the orders out if you need to
Set the status of the sales order to “CLOSED” or “CANCELLED”
Once done you can then set the customer to inactive.