{"type":"doc","content":[{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"heading","attrs":{"level":1},"content":[{"text":"Overview","type":"text"}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt","parameters":{"macroParams":{"atlassian-macro-output-type":{"value":"INLINE"}},"macroMetadata":{"macroId":{"value":"6693f838-ce94-41c6-ab67-2a937eaa8f3f"},"schemaVersion":{"value":"1"},"title":"Excerpt"}}},"content":[{"type":"paragraph","content":[{"text":"This section explains how to delete or inactive a customer both for single and multi-location companies.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Common Actions","type":"text"}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"ui-expand","parameters":{"macroParams":{"title":{"value":"How to Delete a Customer?"}},"macroMetadata":{"macroId":{"value":"05b5438e-70e8-40bd-96d1-2ffbdafdbbe9"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://static.dg.refinedtheme.refinedwiki.com/refinedtheme-for-cloud/macro-icons/expand.png"}}],"title":"Refined Expand (legacy editor)"}}},"content":[{"type":"paragraph","content":[{"text":"A customer can be deleted from the system, provided that the customer does not have transaction records in the system.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"legacy-content","text":"","parameters":{"cxhtml":"small

Go to Setup>>Customers.

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

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:

Information

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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","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Actions","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":" column for a particular customer ( you can also use the filters to search).","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"bodiedExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"ui-step","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"40b9b172-1aa8-4b6c-96dd-c5e8b3b11241"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://static.dg.refinedtheme.refinedwiki.com/refinedtheme-for-cloud/macro-icons/step.png"}}],"title":"Refined Step (legacy editor)"}}},"content":[{"type":"paragraph","content":[{"text":"Click on the drop-down menu \"","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"More 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Go to Setup>>Customers.

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

Click on Locations.

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.

Delete and Deactivate a Customer

Overview

Common Actions