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Ariel Muhizi

Ariel Muhizi

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Introduction

This documentation aims to highlight the process of closing a location in Pulse that is no longer operating, rendering it inactive and preventing further use. This is also known as setting a location to an inactive status.

Regarding permissions, only users with the Admin role can close a location.

Info

There are a few criteria that prevent a location from being closed in Pulse namely:

  • The presence of active customers assigned to the location

  • The presence of active users assigned to the location

  • The existence of assigned stock at the location

  • The existence of active child locations

Suppose a user attempts to close a location with any of the above criteria present. In that case, they will receive an error message stating, "This location cannot be closed because of [specific reason(s)]." The specific reason(s) will correspond to the applicable criteria mentioned above.

Once a location is set to inactive, it is no longer available to be assigned to users or customers, nor can it be used as a destination or origin for stock movements.

Description

Let’s take a look at how Pulse users can close a location with the inclusion of the help of screenshots below:

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