How to Delete a Customer in EDGEBIC (and What Survives)

To delete a customer in EDGEBIC by User Solutions, open the customers tab, click the remove control on their row, and confirm. The prompt says what matters: the action cannot be undone. Before you click it, understand what survives, because deletion here is not the clean sweep people expect.

Deleting a customer does not delete their work. Manufacturing orders, quotes, and sales orders all survive and keep scheduling normally. What they lose is the connection back to the customer, so the customer field on those records goes blank. That is a good outcome for a duplicate created by accident and a poor one for an account with three years of history behind it.

Before You Start

• Ask whether deactivation does the job. In almost every case it does, and it is reversible. How to deactivate a customer in EDGEBIC covers it.
• Check what is attached. The confirmation prompt does not list linked records, so find out beforehand.
• Know that quotes keep the name. Quote documents retain the customer's name as text for the historical record, so those stay readable.
• Accept there is no undo. There is no restore inside the application.

Step 1: Find the Customer

Open the Customers tab and type into the grid's search panel to filter to the customer. The Active Only checkbox in the page header controls whether inactive customers appear at all, so untick it if the record you are hunting was already retired.

Step 2: Look at Their History First

Click the View History control on the customer's row. The Customer Order History window opens, titled with the customer's name and carrying two tabs:

The counts in the tab captions are the number you need. Zero and zero means the record is genuinely unused and deleting it costs nothing. Anything else is your list of records that will end up with a blank customer field.

Close the window when you have the answer.

Step 3: Decide Between Deleting and Deactivating

Use this as the rule:

• Nothing attached, created by mistake. Delete. There is nothing to lose.
• Anything attached, account genuinely closed. Deactivate. The customer leaves the pickers, every link stays intact, and reporting stays honest.
• Anything attached, record is a duplicate. Re-point the live work at the surviving customer first, then delete the duplicate, or deactivate it and move on.

Deactivation is almost always better than deletion. The record and its history stay intact while the customer disappears from active pick lists, which is the outcome most people actually want.

Step 4: Delete

Click the Remove control (🗑️) on the customer's row.

A Confirm Delete prompt appears asking whether you are sure, and stating that the action cannot be undone. Click Yes.

The row disappears from the grid immediately.

Step 5: Check What the Deletion Left Behind

If the customer had work against them, open one of those manufacturing orders. It still exists, still schedules, and its customer field is now blank.

Decide what you want those records to say. On live jobs it is usually worth setting a customer so dispatch lists and reports remain readable. On closed historical work, a blank field is often acceptable, and quotes are less of a problem because they carry the name as text.

How to Check It Worked

1. The customer is gone from the grid, with the active only filter unticked so you are not just looking at a hidden record.
2. The pickers no longer offer them when creating a new order or quote.
3. Their old jobs still schedule. Open one and confirm it is intact apart from the blank customer field.
4. A quote still reads correctly. The name survives as text on the quote itself.

Common Mistakes

Deleting to tidy a long list. A long customer list is a filtering problem. Use the search panel and the active only checkbox instead, and reserve deletion for records that should never have existed.

Assuming the orders go too. They do not, and the surprise usually arrives weeks later as a report full of blank customer fields.

Skipping the history check. The confirmation does not itemize what is linked, so the history window is the only warning you get.

Deleting a duplicate that has work against it. The work does not migrate to the surviving record. It ends up unlinked, and re-linking is manual.

Expecting a same-named replacement to reconnect. Creating a new customer with the same name does not restore the old links, because those pointed at the record rather than the text.

Next Steps

If the goal is only to get an old account out of the way, how to deactivate a customer in EDGEBIC is the reversible version of this job. For adding customers properly in the first place, including the contact fields that flow into quotes, read how to add a customer in EDGEBIC. More task guides live on the EDGEBIC how-to hub, and the EDGEBIC product page shows where customer data feeds orders and quoting.