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Inactivate a Customer (Read 1313 times)
TwinOaks
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Inactivate a Customer
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?
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Camille
Twin Oaks Industries
4+Yr User of EVO 2013.4 Latest Update
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Kelloggs
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Re: Inactivate a Customer
Reply #1 -
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
Kelloggs
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Evo ERP - 35 Users
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TwinOaks
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Re: Inactivate a Customer
Reply #2 -
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!
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Camille
Twin Oaks Industries
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Kelloggs
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Re: Inactivate a Customer
Reply #3 -
03/20/12 at 14:23:29
http://www.evoerp.com/webhelp/sm_j_m_change_customer_codes.htm
Kelloggs
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Evo ERP - 35 Users
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