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Inactive customers

A supplier marks a customer inactive when it stops selling to it. The customer leaves the default list and loses sight of the supplier.

Who uses it​

  • Supplier staff use Mark as Inactive on the customer page and View Inactive Customers on the list.
  • Restaurants simply stop seeing the supplier.

How it works​

While inactive, the restaurant cannot:

  • find the supplier in its list of suppliers,
  • browse the supplier's items, or see them in the catalog summary,
  • see favorited items from the supplier. They are hidden, not deleted.
  • see chat threads with the supplier. They are hidden.

Past records stay visible. Reactivating the customer restores supplier and item visibility.

Calculations​

None.

Where it shows up​

Customers list (Inactive Customers view), the customer page, the restaurant app.

Permissions​

Customers: full access.

Specs​

inactive-customer-restrictions.feature
# prefix: ICR
Feature: Inactive customer restrictions
When a supplier marks a customer (a restaurant) as inactive, the restaurant
loses forward-looking access to that supplier — they can no longer discover
the supplier or its items. Records of past orders, invoices, and payments
remain accessible. If the supplier later reactivates the customer, all access
is restored.

Background:
Given a restaurant is connected to a supplier
And the supplier has marked the restaurant as inactive

Rule: An inactive restaurant cannot discover the supplier or its items

    Scenario: ICR-001 inactive supplier no longer appears in the restaurant's list of suppliers
      When the restaurant views their list of suppliers
      Then the inactive supplier is not included

    Scenario: ICR-002 items from an inactive supplier are excluded from catalog browsing
      When the restaurant browses available items
      Then no items from the inactive supplier are returned
      And items from other connected suppliers are returned normally

    Scenario: ICR-003 favorited items from an inactive supplier are hidden but not deleted
      Given the restaurant had previously favorited items from that supplier
      When the restaurant views their favorited items
      Then favorites tied to the inactive supplier are not returned
      But the underlying favorite records are preserved

    Scenario: ICR-004 inactive supplier's contributions are excluded from the catalog summary
      Given the restaurant has access to a summary of categories, sizes, and suppliers across their available items
      When the restaurant views that summary
      Then the inactive supplier is not listed
      And categories and sizes that exist only because of the inactive supplier's items are not listed

Rule: Past records remain accessible

    Scenario: ICR-007 existing records with the inactive supplier remain visible
      Given the restaurant has past orders, invoices, and payments with the supplier placed before being marked inactive
      When the restaurant views their order history, invoices, or payment records
      Then those records remain visible and accessible
      And in-flight orders placed before the inactivation continue through their normal lifecycle

Rule: Chat threads with an inactive supplier are hidden

    Scenario: ICR-008 chat threads between the restaurant and the inactive supplier are hidden
      Given the restaurant and the supplier had an existing chat thread before inactivation
      When the supplier marks the restaurant as inactive
      Then the chat thread between them is hidden from both sides
      But the underlying chat history is preserved

Rule: Reactivation restores full access

    Scenario: ICR-009 reactivating the customer restores supplier and item visibility
      Given the restaurant had previously favorited items from that supplier
      When the supplier reactivates the customer
      Then the supplier reappears in the restaurant's list of suppliers
      And the supplier's items are visible again when browsing
      And the previously favorited items reappear in the restaurant's favorites
      And the previously hidden chat thread between them becomes visible again

Known limitations​

  • Inactive customers are excluded from the default Customers list and customer pickers.

FAQ​

Does marking inactive delete anything? No. Orders, invoices and favorites remain and return on reactivation.