Removing a 3PL client permanently deletes the client and all associated data from your database. This action cannot be reversed.
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.
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.
Request client removal
After completing all preparation steps, raise a support case with the following information:
Client name(s) - List all clients to be removed.
Database name - Specify which database if you have multiple.
Confirmation - Explicitly confirm you understand that the client and all their data will be permanently deleted.
Include a reference to '3PL Client Removal Request' in your support case for faster processing.