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  1. Setting up and maintaining customer records
  2. Inactivating a customer record

Inactivating a customer record

You can inactivate a customer temporarily. Inactive customers cannot be entered on order entry transactions and are not updated by Customer Transaction Entry, Customer Cash Receipts Entry, and reports.

  1. Select Customer > Setup > Customer.
  2. Select the customer whose record to inactivate.
  3. Click Edit.
  4. Clear the Active check box.
  5. Click Save.
Related topics
  • Deleting versus inactivating a customer record
  • Maintaining a customer record
  • Deleting a customer record
  • Setting up and maintaining customer records
    • Adding a customer record
    • Copying a customer record
    • Maintaining a customer record
    • Inactivating a customer record
    • Deleting a customer record
    • Setting up customer accounts to receive shipping notification emails
    • Setting up customers and ship tos for consolidated invoicing
    • Specifying pick label settings for a customer
    • Adding a ship to/job record
    • Adding a freight billing record
    • Creating a customer master group
    • Assigning a customer to a customer master group
    • Inactivating a customer master group
    • Setting up a manufacturer vendor in Customer Setup