This article explains how to do a Batch Modification to close or deactivate staff


Batch Modification


Closing Staff in Y2 is a 2 part process:


   1. Closing their respective customer account

   2. Set the staff deletion date to current date


Part 1:

  •   Back office>Basic data> Customers> Close Customer
  • Using the Select all option(arrow highlighted) selects all the customers to close 
  • Alternatively select specific customer record and press space bar to close only the desired customer records
  • Once selected, click the Launch process icon(folder shaped) to execute customer closing


  • Click Yes to the pop up warning message.


Part 2: Set deletion date for staff record


               Back office>Basic data>Sales representative>Batch modification

            Select the  desired staff record( pressing spacebar) 

            Note: the select all (arrow) option selects all the records and the user can then deselect the ones manually that is not required to be closed.

Once selected, click on the gear icon(highlighted) to batch modify

          

  set the deletion date on the staff to current date through batch modification


  •     Click the validate (Tick)button to complete changes