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Sales

Customers - Deactivate a Customer

Deactivating a Customer will set the customer status to Inactive, and you will no longer be able to access the customer from the front end in BPO2.

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site where the Customer can be located.
    • The example has Durban selected.
  3. Select the Status of the Customer.
    • The example has Active selected.
  4. Select the row of the customer whom you wish to deactivate.
  5. Click on Deactivate.

  1. When you receive the Inactive Customer message to confirm;
    • Are you sure you want to inactivate this customer, code [customer code]?
  2. Click on Yes, if you are certain about your selection.

View Customer in Inactive Status

  1. The Customer can now be viewed in the Customer Listing screen,
  2. where the Status is set to Inactive.

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