Other Actions for Customers & Suppliers
In MindX Inventory, various actions can be performed within the Customers/Suppliers module to efficiently manage your data. Below are the actions available:
Edit Customers/Suppliers
To modify the details of any customer or supplier:
- Navigate to Sales > Customers (for customers) or Purchases > Suppliers (for suppliers).
- Locate the specific customer or supplier and click the Edit button in the Action column.
- Make the necessary changes.
- Click Save to update the details.
Info
When editing customer or supplier information, ensure that all changes are accurate to maintain reliable records.
Filter Customers/Suppliers
You can sort customers or suppliers based on specific criteria:
- Go to Sales > Customers (for customers) or Purchases > Suppliers (for suppliers).
- Click the Filter option at the top of the page.
- Select the desired filter to view the results.
Delete Customer/Supplier
Delete a Customer
If you need to remove a customer, follow these steps to delete them:
- Go to sales on the left sidebar and select Customers.
- Locate the customer you wish to delete from the list.
- Select the checkbox next to the customer you want to mark for deletion.
- Click the Delete button at the bottom of the page.
Removing outdated customers helps maintain a clean and organized customer database.
Delete a Supplier
If you need to remove a supplier, follow these steps to delete them:
- Go to Purchases on the left sidebar and select Suppliers.
- Locate the supplier you wish to delete from the list.
- Select the checkbox next to the supplier you want to mark for deletion.
- Click the Delete button at the bottom of the page.
Warning
Deleting unnecessary suppliers ensures your supplier list remains relevant and manageable. However, ensure that there are no outstanding transactions linked to the supplier before deletion, as this action is irreversible.
Deleting unnecessary suppliers ensures your supplier list remains relevant and manageable.
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