How to make a Customer Inactive

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Before we begin
  • Customers, in ESC, are composed of two components:
    1. Customer
    2. Location
  • A single Customer may have multiple Locations
  • Determine if you want to make a Customer or their Location(s) Inactive
  • If you meant to make a Location Inactive, click here
See it done

 

 

Step-by-Step

 

1. In ESC, click on the Customer Center in the toolbar.

2. Search for the Customer in the list and double-click on them.

 

3. Uncheck the Active checkbox under the Location tab.

4. Uncheck the Active checkbox under the General tab.

5. Click Save.

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