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--- erp-manual:cloud:relation:customer [2026/01/21 08:18]
Kalpesh Popat [Alternate option for quick edit]
+++ erp-manual:cloud:relation:customer [2026/01/21 08:42] (current)
Kalpesh Popat
@@ Line 142: / Line 142: @@
 Note: Duplicate entry will disappear from the main search screen and it will show under "Duplicate" section of the search screen
+ ===== Scenario 7: Mark customer as inactive =====
+If a customer is inactive for any reason and you do not wish to deal with it further. You cannot delete the record as it will affect existing sales / leads entry. Instead of deleting the customer the better way is to change the status of the customer.
+Follow the steps below to change the customer status:
+    * **Go to** the **Customer Management** menu
+    * **Search** for the customer that needs to be modified
+    * **Open** the customer record
+    * Go to the tab labeled General
+    * Next to the label **Status**, there is an arrow, click on it
+    * Choose the status that is appropriate: Inactive, Expired, Not interested, etc
+    * and then Click **Save** button on top
+This customer will not appear while making a new Sales / Leads entry
+ ===== Important Data Points =====
+  * Account Name should be correct as per the legal requirement
+  * If Account Name belongs to company, set **Is Company** to yes
+  * If the Account is company, then **tax id** is important.
+  * Name of the Account must match with the name in Odoo, otherwise it will cause problem with synching with Odoo and with accounting reports.
+  * Birth date is important to maintain a relation with the customer

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