In a company account, you can assign a status against a company location. The three location statuses are:
- Active - This status is the default status for a new location that is created. An active location is a location which has regular orders placed against it by your customer
- Single Use - This status can be assigned to a location if it is a single use address. Single use addresses do not save against the company itself, so updating a location to a Single Use address will then hide it from view once saved. This option would typically only be used to update locations that were created before the introduction of the Single Use Locations feature in Prima.
- Archived - This status is for locations which your customer no longer uses. This could have been a previous address or a one time address which won't be used again. Updating a location to Archived and saving it will remove the location from the company record.
To update a location status:
- Go to Company > Companies and search for the account you would like to update. Double click into it.
- In the Main tab, you will see the list of locations assigned to that company. Click into the location you would like to change the status of
- From there, you will see the below screen. On the right hand side, you will see the drop-down menu labelled Status. Here you can choose the status of the location from the three options above:
- After updating the status, click save at the top of the screen.
Please Note: Once a location is updated to Single Use or Archived, it will be removed from the company record. To recover the location, you can search in the location look-up field by the status of Single Use or Archived and update the status to Active