Guide - Change Customer Active Status/Delete Customers

Go to Customers / Manage and search for the customer by code or name. When you have found them, select View:

Activate/Deactivate a Customer

To make the customer inactive click 'Make Inactive' under their image:

Choose the date to make them inactive from:

 

To make the customer active just carry out the previous steps but to make them active

N.B. If a customer is set to inactive you will be unable to place orders for them.

Delete a Customer

To remove a customer select Delete Customer. You will be shown a warning message and asked to confirm whether you want to delete the customer:

 

N.B. If a customer is deleted, the customer code cannot be re-used. If you need to reinstate any deleted customer, you will need to contact the service desk and you may be charged for this service. An alternative option would be to set the customer to inactive.