How To: Delete Customer From Delivery Round

Table Of Contents

Steps
Additional Information
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If a customer no longer needs to be assigned to a delivery round, you can remove the delivery round from their record. This article explains how to remove an existing delivery round assignment and save the changes.

Steps

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Open the [ Customer | Detail | Other | Delivery Rounds/Call List ] tab.
  4. Press Alt + E or click Edit to enter edit mode.
  5. Select the delivery round you want to remove from the grid.
  6. Click the black cross button to delete the selected delivery round.
  7. Press Ctrl + S or click Save to save the customer record.

Additional Information

  • Removing a delivery round only removes the assignment from the selected customer record.
  • Changes will not be applied until the customer record has been saved.
  • Ensure the correct delivery round is selected before deleting it.
Note: Delivery rounds are created and maintained in the [ Repeat Orders | Delivery Rounds ] tab.

See Also


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