Deleting Customers (Set to Inactive)

Owned by Sandra Petrovic
Last updated: Mar 21, 2024

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

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

  3. Hit save once done

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

image-20240321-061914.png

 

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.