# Inactive Customers

<p class="doc-lead">Lists customers with no sales activity since a selected date. Use it to identify dormant accounts, plan re-engagement, and compare field visits against sales outcomes.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/sales/reports/customer-inactive?id=overview">Overview</a>
<a href="#/sales/reports/customer-inactive?id=use-cases">Use Cases</a>
<a href="#/sales/reports/customer-inactive?id=filters">Filters</a>
<a href="#/sales/reports/customer-inactive?id=columns">Columns</a>
<a href="#/sales/reports/customer-inactive?id=actions">Actions</a>
<a href="#/sales/reports/customer-inactive?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Sales → Reports → Inactive Customer</b>.

<p><b>What it shows.</b> Customers with no sale invoice or receipt voucher activity on or after the selected date. Each row includes the last transaction date, closing balance, and the number of field check-ins recorded since that date.</p>

<p><b>When to use it.</b> Flag dormant accounts for follow-up, measure territory engagement, spot customers visited but not converting, and reduce churn through targeted outreach.</p>

<b>Inactive Customer Report</b>
<img src="sales/images/customer-inactive-report.webp" alt="Customer Inactive Report" loading="lazy">

<b>Filtration — Month</b>
<img src="sales/images/customer-inactive-report1.webp" alt="Customer Inactive Report1" loading="lazy">

<b>Filtration — Employee</b>
<img src="sales/images/customer-inactive-report2.webp" alt="Customer Inactive Report2" loading="lazy">

<b>Filtration — Route</b>
<img src="sales/images/customer-inactive-report3.webp" alt="Customer Inactive Report3" loading="lazy">

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Monthly churn review</b> — List customers with zero sales in the current month for re-engagement calls.</li>
<li><b>Route coverage audit</b> — Filter by route to find inactive accounts in a specific territory.</li>
<li><b>Sales rep accountability</b> — Filter by employee to review dormant customers under each rep.</li>
<li><b>Campaign targeting</b> — Export inactive customers for promotional or win-back campaigns.</li>
<li><b>Visit vs sales gap</b> — Use <b>Check-ins</b> to find customers visited by field staff but with no recent sales.</li>
</ul>

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<h2 id="filters">Filters</h2>

<ul>
<li><b>Date</b> — Customers inactive since this date (no sale invoice or receipt voucher on or after it).</li>
<li><b>Employee</b> — Filter by lead owner / assigned sales employee.</li>
<li><b>Route</b> — Filter by sales route or territory.</li>
<li><b>Status</b> — All, Active, or Suspended customers.</li>
</ul>

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| **Code** | Customer party code. |
| **Customer Name** | Name of the inactive customer. |
| **Phone** | Customer phone number. |
| **Lead Owner** | Sales employee assigned to the customer. |
| **Route** | Assigned sales route. |
| **Created Date** | Date the customer profile was created. |
| **Last Transaction** | Most recent sale invoice or receipt voucher date before inactivity. |
| **Check-ins** | Number of field check-ins recorded for the customer on or after the selected date. |
| **Closing Balance** | Outstanding customer balance. |
| **Status** | Active or Suspended. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — Run the report for the selected filters.</li>
<li><b>Export</b> — Download to Excel for field team or marketing use.</li>
<li><b>Print</b> — Print the inactive customer list.</li>
<li><b>Quick view</b> — Open the customer profile from the code or name column.</li>
<li><b>Suspend</b> — Select one or more <b>Active</b> customers using the row checkboxes, then click <b>Suspend</b> in the action bar at the bottom. Requires customer suspend permission.</li>
<li><b>Activate</b> — Select one or more <b>Suspended</b> customers, then click <b>Activate</b> in the action bar. Requires customer activate permission.</li>
</ul>

<p>Suspended customers are highlighted in red on screen. Mixed selections show only the action that applies to the selected status (Suspend for active rows, Activate for suspended rows).</p>

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<h2 id="faq">FAQ</h2>

<b>How is inactivity defined?</b><br>
A customer is inactive when they have no approved sale invoice or receipt voucher on or after the selected date. The report shows their last transaction date before that period.

<b>How are check-ins counted?</b><br>
<b>Check-ins</b> counts active customer check-in records on or after the same selected date. Check-ins are logged from the Field Sale App when a salesman validates GPS at the customer location. A customer can show check-ins but still appear inactive if no sales were posted in the period.

<b>Are new customers with no first sale included?</b><br>
Customers created before the selected date with no sales or receipts since then may appear as inactive.

<b>Does this include cash-only customers?</b><br>
Yes. Any customer with no recorded sales or receipts since the selected date appears on the report regardless of payment terms.

<b>Can I compare this with route check-in reports?</b><br>
Use <a href="#/sales/reports/customer-route-checkin">Customer Wise Route Check In</a> for detailed visit logs. This report adds a summary check-in count alongside inactive sales status.

<b>Can I suspend or activate customers from this report?</b><br>
Yes. Select rows with the checkboxes and use <b>Suspend</b> or <b>Activate</b> in the bottom action bar. Only customers matching the action's required status are processed.

<b>Does the Status filter affect bulk actions?</b><br>
The filter limits which customers appear on the report. Bulk suspend and activate still apply only to the rows you select on the current page.
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