"Active/inactive" status for customers/vendors

"Active/inactive" status for customers/vendors

Summary


The "active/inactive" status allows you to remove from your list a former customer/vendor with whom you no longer do business, but still keep it for history. This status is reversible and is synchronized with Zoho Books.


 Deactivate a customer/vendor

From the list of customers/vendors


  1. Go either to Sales -> Customers or Purchases -> Vendors.


    OR


  1. In the list, check customer/vendor you want to deactivate.
  2. Click "Deactivate" at the top of the lis.





From the customer/vendor detail screen


  1. Go either to Sales -> Customers or Purchases -> Vendors.
  2. Click on the customer/vendor you want to deactivate. The information of this customer/vendor will appear on the screen.
  3. In the "More actions" menu at the top right, select "Mark as inactive". 




 Activate a customer/vendor

From the list of customers/vendors


  1.  Go either to Sales -> Customers or Purchases -> Vendors.
  2. In the list, check the customer/vendor to activate.
  3. Click on "Activate" at the top of the list.




    From the customer/vendor detail screen


    1. Go either to Sales -> Customers or Purchases -> Vendors.
    2. Click on the customer/vendor to activate. The information of this customer/supplier will appear on the screen.
    3. In the "More actions" menu at the top right, select "Mark as active". 








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