Overview
In Weighsoft, you can move an address from one account to another using the Link Address feature. This process also allows you to transfer associated orders, jobs, quotes, prices, and transactions, making it the recommended method for moving an order between accounts.
Before You Begin
Ensure you have the following details of the address you want to move:
Address Number
Address Name
Line 1 of the Address
Step-by-Step Guide
1. Remove the Address from the Current Account
Navigate to the current account the address is linked to.
Click on the Addresses option on the left-hand side.
Locate the address you want to move.
Click Delete next to the address.
Note: This action removes the address from the account but does not delete it from the system.
2. Link the Address to the New Account
Go to the target account where the address should be moved.
Click Link Address on the left-hand side.
On the new screen, configure the following options:
Link Address Options
Select Address: Choose the address you previously removed.
From Date:
Leave blank to move all associated data.
Set a date to move only data from that date onward.
Move Orders:
Enable to move orders linked to the address.
Works in conjunction with the "From Date".
Move Prices:
Enable to move any address-specific pricing.
Works with the "From Date".
Move Quotes:
Enable to move quotes associated with the address.
Works with the "From Date".
Move Transactions:
Enable to move financial transactions linked to the address.
Works with the "From Date".
Sync Account Invoice Settings to Address:
Enable to update the address’s invoice settings to match the new account (e.g., invoice grouping).
Important: There is no option to choose or exclude contacts when an address is moved, by default all contacts will be moved over to the new location.
If there are contacts that you do not want to be moved over they will need to be deleted from the address before the merge process is carried out.
3. Finalize the Move
Once all options are set as required, click the Link button at the bottom of the screen to complete the process.
Warning: If you are moving an address from a Credit account to a Cash account be aware that orders linked to the address will not switch to cash orders automatically - these will need to be amended manually.
Summary
This method ensures a clean and complete transfer of an address and its associated data between accounts. It’s especially useful when reassigning customer orders or restructuring account relationships within Weighsoft.