Step-by-Step Process

1. Find the Customer

• Search for your customer and bring them up on the point of sale

2. Change Active Status

• Locate the active/inactive toggle

• Click to change the status:
• Blue = Active customer
• Gray = Inactive/deceased customer

Verifying Inactive Status

Check Customer Status

• Go to Maintenance > Customers

• Search for the customer using their name in the top right search box

• Check the Active column - it will show False for inactive customers

What Happens When Customers Are Inactive

• Search Results: Inactive customers will not show up in regular searches

• Marketing Reports: They will not appear on marketing reports

• Communications: They will not receive any marketing communications