<aside> 💡 Setting a Customer to Inactive is a way to remove Customers that are no longer being serviced in HQ Warehouse. Customers can be archived to remove them from the Active Customer list. These Customers can be found by filtering Customers for Inactive. They also retain all the data that has been associated with the Customer, like Inventory History and Work Orders.
</aside>
Welcome to the MoveHQ help center! We're here to answer your questions. Can't find what you're looking for? Send our support team an email at [email protected]
<aside> 💡 Use the following checklist for all Companies the Customer is Shared with
</aside>
<aside> 💡 An Inactive Customer cannot have any open Work Orders. Navigate to the Customer Work Order tab, and to verify that all Work Orders are set to closed. No records should return if the filter at the top of the page is set to Open.
</aside>
<aside> 💡 An Inactive Customer cannot have any in-warehouse Inventory. Ensure sure nothing shows in the Customer Inventory grid when filtering for In Warehouse.
</aside>
<aside> 💡 Inactive Customers cannot have any active Orders, or an associated weight. If an Order displays on the Customer Orders grid when filtering for Active Orders, double click on the order to view the Order details.
</aside>
<aside> 💡 Uncheck Download and Keep Active then click the Save button
</aside>
<aside> 💡 If there is a value in the Weight field, click the Edit Weight button
</aside>
<aside> 💡 Set the Weight to 0, and select the current date and click the Save button
</aside>
<aside> 💡 Customers must be configured to be inactive. Granted the above-mentioned criteria are satiated, the Customer will be archived. Navigate to Detail tab for the Customer. Set Keep Active and Download to Device to False then click Save toward the top of the page.
</aside>
<aside> ✅ Once this step is completed, the Customer will be inactivated.
</aside>
<aside> 💡 To see the list of inactive Customers, navigate to the Customers grid and set the filter from Active to Inactive or All
</aside>