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Evo-ERP and DBA Classic >> Sales >> Inactivate a Customer
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Message started by TwinOaks on 03/20/12 at 12:41:42

Title: Inactivate a Customer
Post by TwinOaks on 03/20/12 at 12:41:42

We have a duplicate customer that both has sales history.   How do you mark a customer as "inactive" in EVO / DBA?


Title: Re: Inactivate a Customer
Post by Kelloggs on 03/20/12 at 13:44:27

I am assuming that both have a different customer id right?

You can "merge" customer ids

SM-J-M

:P

Kelloggs

Title: Re: Inactivate a Customer
Post by TwinOaks on 03/20/12 at 13:51:15

Yes, there are two different customer code ID's.   Do I just put "old" as the one I want to merge into "new"?

I really need to learn lots more of what EVO can do!

Title: Re: Inactivate a Customer
Post by Kelloggs on 03/20/12 at 14:23:29

http://www.evoerp.com/webhelp/sm_j_m_change_customer_codes.htm

8-)

Kelloggs

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