Versions Compared

Version Old Version 15 New Version 16
Changes made by

Former user

Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt

This section explains how to delete or inactive a customer both for single and multi-location companies.

Common Actions

 

Ui expand
titleHow to Delete a Customer?

A customer can be deleted from the system, provided that the customer does not have transaction records in the system.1)

Ui steps
sizesmall
Ui step

Go to Setup>>Customers.

2)
Ui step

 Go to the Actions column for a particular customer ( you can also use the filters to search).

3)
Ui step

Click on the drop-down menu "More Actions" and click on Delete.

Image Removed

4) The

 

Ui step

 The system will ask you for a confirmation:

|

Image Removed

5) The

Ui step

 The next confirmation message will appear at the lower right of the screen:

Image Removed

 

 

 

Info
titleInformation

When a customer has transactions in the system the next message will appear after clicking on Yes in the confirmation screen.

Image Modified

Expand
titleActivate and Deactivate a Customer

1) Activate a customer: the system allows also deactivate a customer. For deactivate a customer click on the drop-down menu in the Actions column for a particular customer and click on Deactivate.

Image Removed

 

 

2) Activate a Customer: Once you are in the Customers tab, click on Search. In the status filter, select Inactive and click on Search.

Image Removed

3.) The system will display all the inactive customers. Click on the drop-down menu in the Actions column for a particular customer and click on Activate.

Image Removed

ui-expand
titleEditing Customer Locations (Multilocation Companies)
Info
titleInformation

This option is only enabled for multi-location companies.

The system allows associating company's locations to a particular customer and showing or hiding the company's locations on the customer's E-commerce.1)

Ui steps
sizesmall
Ui step

Go to Setup>>Customers

Ui step
2)

Go to the Actions column for a particular customer and click on the More Actions drop-down menu.

3)
Ui step

Click on Locations.

4)
Ui step

From the following left-hand checkboxes, you can associate or dissociate a location to the customer, and from the right-hand checkboxes, you can select if the location associated will be available in the Customer's E-commerce.

Image Removed

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("customer-locations","delete-customer")
labelsdelete-customer customer-locations

 

ui-expand
titleHow to Delete a Customer

...

A customer can be deleted from the system, provided that the customer does not have transaction records in the system.

...

Ui steps
sizesmall
Ui step

Go to Setup>>Customers.

...

Ui step

 Go to the Actions column for a particular customer ( you can also use the filters to search).

...

Ui step

 Click on the drop-down menu "More Actions" and click on Delete.

Image Removed

Ui step

 The system will ask you for a confirmation

...

Ui step

...

The next confirmation message will appear at the lower right of the screen:

...

Info
titleInformation

When a customer has transactions in the system the next message will appear after clicking on Yes in the confirmation screen.

Image Modified

 

 

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("customer-locations","delete-customer")
labelsdelete-customer customer-locations