Deleting Customers (Set to Inactive)

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:

1. Search the customer and click on it to open the customer screen

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2. Refer to the heading Status and change this to INACTIVE

3. Hit save once done

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4. If you try to search your customer list again the specific one should be hidden now.

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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.

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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”

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Once done you can then set the customer to inactive.