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Deleting the delivery information within your customer's structure

If you no longer deliver to one of you customer's locations, or you need to make broad changes to the whole location, you can use the delete button.

triSaaS Support avatar
Written by triSaaS Support
Updated over 4 months ago

To make those changes to your customer's locations, follow these steps:


  1. Head to customers in the left-hand menu.

  2. Choose your customer from the list

  3. Navigate to the Structure tab

  4. Select the Location you need to modify

  5. Select the red delete button to bulk remove all the delivery rules, account numbers, and price lists information tied to each department and the entire location.

Everything will then be removed and updated showing no information tied to that customer's location.


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