Deleting Stock items and Customers from MYOB

Question

Since moving to the cloud we have been unable to Delete permanently Our Customers that we no longer require in the system. It keeps coming up saying there is a log History.

The customers have not placed order some going back as far as 2018

This is the same instance for the stock items

They say they have a log history However they have not had orders against them for over 5 years

The reason for wanting to delete is everytime we need to do a customer search in an area and specific search it takes sometimes 5-10 minutes to load.

Then if you click in a customer and make changes it again has to do the same load time.

Also would love to clean up the company file properly.

Our internet conection is fine.

Is this a user access tick that I need?

Can this be done in bulk?

Thanks in advance

Olivia

isaiah_c · Answer

Hi livmors,
&nbsp;
I can see how having old customer and stock records in your system can make searching more time-consuming. It doesn't allow the permanent deletion of customers or stock items if there is any transaction history associated with them. This is because it maintains a log history for compliance and audit purposes.&nbsp;
&nbsp;
Instead of deleting, you can mark customers and stock items as inactive, so they no longer appear in searches unless specifically filtered for. This helps declutter your records without losing historical data. Deactivating and reactivating a customer or supplier and Deactivating and reactivating items can guide you through the steps to deactivate them.
&nbsp;
Regards,
Sai
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gavin12345 · Answer

Hi livmors&nbsp;&nbsp;If you prefer not to use suggestion by Sai, get in touch with MYOX Services - they can delete Cards or Items even if they have history.&nbsp;RegardsGavin

livmors · Answer

Good Morning Sai&nbsp;We do inactivate the cards we have 21,000 on file&nbsp;We need to search the whole file as sometimes when we go to trade fairs the old customers come in as New customers so we have to always search for&nbsp;If they are existingIf we have other customers in the area we want to search via postcodeEven with refined searches it is looking via postcode or suburb takes so long to load.&nbsp;

livmors · Answer

Fantastic Thank you

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Deleting Stock items and Customers from MYOB

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