Use the Manage Customers window to delete customers from the database. Once you delete a customer, it cannot be undone.
You cannot delete customers with history - but you can delete the history then delete them.
You also cannot delete customers mapped to CRS Hub - but they can be deleted if you unmap them first.
A customer cannot be deleted if they have any of the following:
Invoices / Payments / Account/Interest Adjustments
Crop Plans / Field Scouts / Custom Apps
Soil or Tissue Test Results / Soil or Tissue Test Submissions
Purchase Contracts / Receipts / Settlements / Payments
Sales Contracts / Shipments / Invoices / Payments
To delete a customer
Navigate to File > Accounts Receivable > Manage > Customer.
The Customer Search window opens.
Find the customer using the various search criteria.
Tip
If the customer you want to delete does not appear in the list, click New Search and change your criteria.
Confirm the selected Location if you have more than one.
Select the customer then click Delete.
Click Yes to confirm the deletion.
The customer is deleted.
Note
For any customer that can't be deleted, a message displays listing the specific reason(s) why.