Overview
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This section explains how to delete or inactive a |
customer both for single and |
multi-location companies. |
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
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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.
2) Activate a Customer: |
Once you are in the Customers tab, click |
on Search. In |
the status filter, select Inactive and click on |
Search.
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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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. |
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