Update or Retire a Customer
How to Update or Retire a Customer in Muhasib ERP
Overview
This guide will help you correct customer data or retire access while preserving transactions, balances, and audit history.
Who can do this
You need access to Customer Update; Customer Delete plus explicit business approval for removal.
Before you start
Review open sales/orders/quotations/appointments, balance, payments, credits, cheques, loyalty, contacts, integrations, and legal retention.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Manage Customers.
Update or Retire a Customer
Step 1: Select the exact customer by stable ID/contact
Step 2: Update approved identity/contact/address/group/credit fields and save
Step 3: Prefer disabling/retiring when supported
Step 4: Settle/correct open operational items through their own workflows
Step 5: Delete only with explicit approval after reading the retained-transaction warning
Check your work
Confirm historical sales/payments/ledger remain attributable and the retired customer cannot be selected for unintended new work.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not delete to clear a balance or duplicate-contact error.
- Merge behavior is not assumed; escalate duplicates.