Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hi,
I would like to properly delete a customer that have already bought sale order/invoice/etc. (and delete all his activities)
Could you tell me how to do it properly (step by step) ?
To be more precise, that customer has :
Sale on Point of Sale (invoice or not), sessions already closed and sales reconciled
Sale from Backorder
Invoices
Regards,
Set the customer to "inactive". That is the proposed way to handle such issues in ERP systems because of the numerous relational interdependencies.
I thought about that. But if I do that, it still have order in ODOO for that customer...
Yes, of course. If an order has been fulfilled, the necessary documents have to remain in the system for legal purposes. Otherwise you have to unreconcile/reverse/cancel the corresponding documents.
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
3
ago 20
|
3742 | ||
|
0
apr 24
|
1679 | ||
|
0
dic 22
|
4747 | ||
|
2
set 22
|
8312 | ||
|
1
lug 19
|
3407 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
