Deleting Customers

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 agrē Hub - but they can be deleted if you unmap them first.

 

A customer cannot be deleted if they have any of the following:

Blend History

Invoices / Payments / Account/Interest Adjustments

CRM activity

Work Orders

Loadout Tickets

Crop Plans / Field Scouts / Custom Apps

Soil or Tissue Test ResultsSoil or Tissue Test Submissions

Purchase ContractsReceipts / 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.