[V9]Delete properly a customer

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[V9]Delete properly a customer

sales invoice pos customer delete

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TKF

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,

Ermin Trevisan

Set the customer to "inactive". That is the proposed way to handle such issues in ERP systems because of the numerous relational interdependencies.

TKF

编写者

I thought about that. But if I do that, it still have order in ODOO for that customer...

Ermin Trevisan

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.

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