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Setting up and maintaining customer records

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
  • Customers
    • 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
    • Entering invoices and miscellaneous transactions
    • Adjusting payment schedules and terms
    • Applying payments and credits
    • Reversing a payment
    • Form and field descriptions