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Overview

Excerpt

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

Common Actions

 

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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.

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Go to Setup>>Customers.

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

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

 

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 The system will ask you for a confirmation:

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 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.

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Ui expand
titleActivate and Deactivate a Customer

1) Deactivate 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.

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

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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.

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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. This option works for the E-commerce Visual , E-commerce List and Aoo mobile.

Ui steps
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Go to Setup>>Customers.

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

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Click on Locations.

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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.

 

 

 

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.

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

 The system will ask you for a confirmation

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

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

.

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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
Ui step
Ui step
Info
titleInformation

 

 

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titleRelated Articles

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

 

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