Inactivating or Deleting Customers
If you no longer do business with a customer, you can set the customer record to inactive. You can delete a customer record only if it has no associated records, such as transactions.
When you mark a customer record as inactive, the record remains in the system for future reference. However, the inactive customer does not show on transactions for selection in lists.
For instructions, see the following procedures:
Inactivating an Individual Customer
On customer records, the Inactive box is on the System Information subtab.
To inactivate a customer record:
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Open the customer record for editing.
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Click the System Information subtab, and check the Inactive box.
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Click Save.
If the customer becomes active again, clear the Inactive box.
Inactivating Multiple Customers
You can use the customer list to make multiple customer records inactive without opening each record individually.
To inactivate multiple customers using the customer list:
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Go to Lists > Relationships > Customers.
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Check the Show Inactives box.
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If the Edit switch is on for inline editing, slice it to off.
When inline editing is off, the list includes an Inactive column with a box for each customer.
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In the Inactive column, check the boxes next to the customers you want to inactivate.
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Click Submit.
To make multiple customers active again, follow the preceding procedure, but clear the Inactive boxes instead.
Deleting a Customer Record
NetSuite prevents you from deleting customer records that have associated records, such as transactions or multiple subsidiaries.
To delete a customer record:
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Open the customer record for editing.
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From the Actions menu, select Delete.