Removing a 3PL client permanently deletes the client and all associated data from your database. This action cannot be reversed.
The permissions you will need to delete a client and their data are:
AdminDeleteAllOrders
AdminDeleteAllOrderErrorEntries
AdminDeleteAllProducts
AdminDeleteClient
Before you start
Complete these preparation steps before requesting client removal:
Remove all client notification settings.
Delete any scheduled reports for the client.
Remove all integrations (order, courier, and accounting).
Make the client inactive in the system.
Delete All Orders.
Delete All Order Error Entries.
Delete All Products.
Warning: Once a client is removed, we cannot restore their data. Ensure you've exported any required information before proceeding.
Make a client inactive
Clients must be set to inactive status before removal.
Go to Clients then click Overview.
Find the client you want to remove.
Click Actions then click Edit.
Click the Defaults tab.
Change the Active field to N.
Click Save.
Note: To remove user accounts associated with this client, see our separate help guide on managing user access.
Remove client notifications
Clear all notification settings for the client before requesting removal.
Go to Clients then click Overview.
Find the relevant client.
Click Actions then click Change Notification Settings.
Delete all user entries from the notification list.
Click Save.
Remove scheduled reports and integrations
Check and remove the following items:
Scheduled reports - Delete any automated reports set up for the client.
Order integrations - Remove connections to order management systems.
Courier integrations - Delete courier service configurations.
Accounting integrations - Remove links to accounting software.
Client Deletion
After completing all preparation steps, you can now delete the client yourself.
To do this please go to:
Clients, Overview.
Actions against the Client.
Delete Client.
Important: Once a client and their data has been deleted they cannot be restored so please ensure you delete the right client.
Deleting Data on a Client Level
There are additional actions you can do on a client level which will delete data across the client.
The options now are:
Delete All Orders.
Delete All Order Error Entries.
Delete All Products.
Remove Default Locations.
Delect Client Specific Courier Service Prices.
Clean up BackOrder Allocations.
To see the relevant permissions you will need to complete these actions, please review this guide.