Overview
The Move Records function in Weighsoft should only be used when the original address must remain on the account, such as when there are open orders that need to stay linked to the existing account.
If everything related to the address (e.g., orders, quotes, transactions) needs to be moved, use the steps in the "Move an Address between Accounts" article.
Important: The Move Records function is very powerful and should only be used if you are confidant in carrying out the process
Before You Begin
Ensure you have:
The address you want to move items from
The address you want to move items to
These addresses must already exist or be created before proceeding.
Steps to Move Records
Hover on Administration
Click on Admin Functions
Click on Move Records in the top-right corner
Set the Current location and filters
Option | Notes |
Move Type | "Address" will move all selected records to the address. |
From Address | The address the records will be moved from. Note: if you have selected the "Account" type them the Address itself will also be moved |
From Date | Only data on or after the date entered will be moved. |
Include Deleted | If enabled, deleted entries on the address will also be moved |
Trade Contracts - Only Live (enabled by default) | By default the process will only move Trade Contracts that are marked as "live" |
Quotes - Exclude Converted (enabled by default) | By default the process will not move quotes that have already been converted to orders |
Quotes Include Converted Orders (disabled by default) | By default the process will not move any orders that were converted from quotes |
Skip Orders - Exclude Closed (enabled by default) | By default the process will not move skip orders that are marked as Closed. |
Mat Order - Exclude Completed (enabled by default) | By default the process will not move material orders that are marked as Completed. |
Haz Order - Exclude Completed (disabled by default) | By default the process will move Hazardous orders that are marked as Completed. |
One you have set the required filters click on Get Records.
Any records against the From Address that match the filters will be displayed in the "Records" section of the screen
Set the Destination
In the "Move" section click on the Account box and select an account to which the address and/or records will be moved.
Move the Records
Once you have set the destination and click Get Records you can select which items you wish to be moved.
Select specific items
If there are only certain items you wish to be moved you can tick the box against those items and then click on Move Selected
Select all records
If you want to move everything against the From Address then click on Move All