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How do I delete a Supplier or Customer? I accidentally made a double of one with a slightly different spelling and need to delete the right one.
Good morning Jessie!
Whether you are in AgExpert Analyst or AgExpert Accounting, you will not be able to "delete" customers or suppliers, but either merge or make them inactive.
In AgExpert Analyst, go to Setup > Contacts. In Analyst we usually recommend that you merge the two contacts into one, just in case entries have been done. This will consolidate all the available information. Click on the first contact, click Merge, and then select the second contact to merge them together.
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In AgExpert Accounting, you will go to either Purchases > Suppliers, or Sales > Customers. Find the contact in your list that you want to hide and click on it to open in edit mode. From there, you can click the checkbox to hide the contact so that it no longer appears on your active list.
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You can always unhide contacts later if necessary.
Let us know if you need anything else! Have a great day!