Making Customers Inactive

In HirePOS, users have the ability to manage their customer records effectively by marking customers as inactive. This feature is particularly useful for excluding outdated or unused entries from reports and selection lists, while still retaining historical data for reference. When a customer is made inactive, it is archived in an Inactive tab and will only be visible in historical records, such as associated sales records.

The process for making a customer inactive is similar to that of an item:

1. Go to Setup > Customers and choose the customer you wish to edit.

2. Click on Options at the top right of the screen.

3. Select Make Customer Inactive.

If you need to reactivate an item or customer at a later time, you can do so by following these steps:

1. Access the Inactive tab in Setup > Customers.

2. Select the customer you wish to reactivate.

3. Click on Options and then choose Make Active.

By effectively managing inactive customers in HirePOS, you can maintain organised records and ensure that only relevant information is included in your reports and lists.