This article outlines the steps required to fully offboard a customer from the Facility Module.
Delete the Following Records
Customer Contacts
- Step 1: Navigate to the Customer Setup menu and click on Customer Contact.
- Step 2: Scroll to the right and click Delete. Repeat for every customer contact.
Delivery Schedules
- Step 3: Under the Customer Setup menu, click on Delivery Schedules.
- Step 4: Scroll to the right and click Delete. Repeat for every delivery schedule.
Customer Charges
- Step 5: Under the Customer Setup menu, select Customer Charges.
- Step 6: Scroll to the right and click Delete. Repeat for every customer charge.
Item Types
- Step 7: Under the Facility Setup menu, select Item Types.
- Step 8: Select the following filters:
a) Choose Customer to see customer owned inventory items.
b) Select the customer name to view their item types.
- Step 9: Scroll to the right and click Delete. Repeat for every item type.
Note: If there are more than 30 item types to remove for the customer, reach out to customerservice@laundris.com for assistance in deleting the records.
Pending Orders
- Step 10: Under the Management Operations menu, select Orders.
- Step 11: Filter by Pending status.
- Step 12: Scroll to the right and click on Delete. Repeat for each pending order.
Inactivate the Customer Record
- Step 13: Under the Customer Setup menu, select Customers.
- Step 14: Scroll to the right and click Edit.
- Step 15: Click the drop down under Status and select Inactive. Scroll down and click Edit Customer.
The customer has been successfully offboarded.