Overview
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This section explains how to delete or inactive a Customer both for single and multilocation companiesforsingleandmultilocationcompanies. |
Common Actions
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A customer can be deleted from the system, provided that the customer does not have transaction records in the system. 1) Go to Setup>>Customers 2) Go to the Actions column for a particular customer ( you can also use the filters to search) 3) Click on the drop-down menu "More Actions" and click on delete.
4) The system will ask you for a confirmation
5) The next confirmation message will appear at the lower right of the screen:
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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.
2) Activate a Customer: |
Once you are in the Customers tab, click |
on Search. |
In the status filter select Inactive and click on |
Search.
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.
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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) Go to Setup>>Customers 2) Go to |
the Actions |
column for a particular customer and click on |
the More |
Actions drop-down menu. 3) Click on Locations.
4) 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 will be available in the Customer's E-commerce.
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