Archiving a customer will remove them from your customer lists, and prevent them from being able to log into your online store.
How it works:
Go to the customer's page that you wish to archive
From dropdown, select Archive
You will have to confirm this step
Archived customers, by default, will be excluded from all customer tab views
Archived customers will not show up in Global Search
To view a list of your archived customers, you can set up a tab (see below)
FAQ:
What happens to orders previously placed by my archived customers?
After archiving a customer, all their previously placed orders will remain as placed.
You will see these orders in your list of orders
You will be able to navigate to the customer page from those orders
The customer page will be marked as archived
Will my customers be able to log in and see that they have been archived?
When archived, your customer will no longer be able to log-in to order from you
Their Ordermentum login will still be valid, however they will not be able to select you as a supplier
This will hide all of your products, previously placed orders and imagery from the customer
Can I restore an Archived Customer?
Yes
You will need to setup a customer tab, with the "Archive" is true tab
This will show you all archived customers
If you wish to make one of these active again, simply select that option from the drop down
What's the difference between Archiving, Deactivating and Stop Credit?
The main difference with Archiving is that we remove the customer from your visible list of customers. This includes from results in Global Search and when looking through your "All" list of customers
In Summary:
Customer Status | Customer can Order | Customer can browse your store | Your customers appear in standard list views/search |
Stop Credit | No | Yes | Yes |
Deactivate | No | No | Yes |
Archive | No | No | No |