How To: Delete a New Customer Created in Error

Table Of Contents

Warning
Prerequisites
Delete a Customer or Supplier
Additional Information
Related Articles
You can delete customer or supplier records that are no longer required. However, records can only be deleted if they have not been used elsewhere in Khaos Control.
For example, if a customer or supplier has associated records such as communication log entries, sales orders or purchase orders, the record cannot be deleted.

Warning

Only new customer or supplier records with no associated activity can be deleted.
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If the customer or supplier has been used within Khaos Control, you should mark the record as inactive instead. For guidance, see How To: Mark Contact Active or Inactive.

Prerequisites

To delete a customer or supplier, your user account must have the appropriate permissions. For more information, see User Permissions.

Delete a Customer or Supplier

  1. Open either a Customer screen using (show me how), or a Supplier screen using (show me how).
  2. Find and load the customer or supplier record you want to delete.
  3. Click the Delete button.
  4. When the warning message appears, click Yes to continue.
  5. When the confirmation message appears, click Yes to permanently delete the record.
  6. Close the screen.

Additional Information

  • Deleted customer and supplier records cannot be restored.
  • If the record has linked activity, Khaos Control will prevent it from being deleted.
  • In most cases, marking a customer or supplier as inactive is recommended instead of deleting the record, as this preserves historical information while preventing future use.

See Also


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