2.6 Customer Cancellation

A customer whose account has been suspended will not be able to place orders unless the account is reactivated again. If you wish to stop invoicing the customer instead, then cancel all active orders for this customer. To suspend a customer:

• 1. To accomplish this, search for the customer you want to Suspend.

  2. Click on the "Suspend Customer" to suspend the customer.

Fig 11.1 shows how to use the suspend customer button

3. The customer account will be suspended and the system will display a confirmation at the top of the page saying that the customer account was suspended.

Reactivating a Customer

A suspended customer will not be able to place orders unless the account is reactivated. To reactivate a customer:

• 1. Go to the Customer Details page for the customer whose account needs to be reactivated.

  2. Click on the "Reactivate Customer" button

Fig 11.2 shows how to reactivate a customer

3. The customer account will be reactivated and the system will display a confirmation at the top of the page saying that       the customer account was reactivated.

Deleting a Customer

Customer Accounts that are no longer needed can be deleted from the Customer Details page. Only customers without any transactions (such as orders, payments, etc.) can be deleted. Customers with transactions can only be suspended.

Note: This action cannot be undone, once you delete a customer the only way to retrieve the customer is to change the status of the customer from InActive3 to Active. This can be done by taking out a customer report for InActive3 customers and changing the customer status to Active.

To delete a customer:

• 1. Go to the Customer Details page for the customer whose account needs to be deleted.

  2. Click on the "Delete Customer" button

Fig 11.3 shows how to delete a customer

3. The system will prompt for confirmation to delete the customer account. Click on the "OK" button in the pop-up window. The customer account will be deleted and a confirmation will be displayed on the Customer Home page that the customer account was deleted.