Deactivate or soft-delete a customer
Remove an inactive customer from new work while preserving linked jobs. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Courier & Logistics → Customers → Open customer
What you’ll accomplish
Remove an inactive customer from new work while preserving linked jobs. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Check open jobs and finance records.
- Set Active off when temporary inactivity is sufficient.
- Use Delete only when the supported retention process permits it.
- Check historic jobs remain accessible.
Fields and options to review
This action uses the values already stored on the selected source record. Review that record before continuing.
Rules the system enforces
- Active-only selectors exclude inactive/deleted customers.
- Do not delete a customer to resolve an invoice or payment issue.
How to confirm it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
Continue with related guidance
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