Inactivating or Deleting Customers
If you’re no longer doing business with a customer, you can set the customer to inactive. You can delete a customer only if it doesn’t have any associated records, like transactions.
When you mark a customer as inactive, their record stays 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 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, turn it off.
When inline editing is off, you’ll see 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 won't let you delete customers that have associated records, such as transactions or multiple subsidiaries.
If you have the Compliance 360 SuiteApp installed, you can't delete customer records that are associated with activity logs.
To delete a customer record:
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Open the customer for editing.
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From the Actions menu, select Delete.