Overview
This section explains how to delete or inactive a Customer both for single and multilocation companies.
How 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) 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:
Information
When a customer has transactions in the system the next message will appear after clicking on Yes in the confirmation screen.
Activate 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.
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.
Editing Customer Locations
Information
This option is only enabled for multilocation companies.
The system allows associating company's locations to a particular customer and show or hides the location
1) Go to setup>>Setting
2)