Edit An Outlet

There is the option to bulk edit outlets by clicking on the Bulk Edit Outlets button. You can download the sample csv file, then fill in the details of the outlets you want to edit, save the file and upload.

To edit a single outlet at a time, you can search for the outlet using the search button below the bulk edit button. Then click on the edit button. This will open up an edit panel showing you the outlet’s name, username of the rep managing the outlet, outlet type and channel, location, phone number and so on. You can reassign the outlet to a different field rep by changing the username of the rep. You can also assign credit limit, credit balance and credit duration to the outlet. If you are assigning a credit limit to a customer for the first time, please note that the amount you type into the credit limit field should be the same as the credit balance. Also, please type in the amount without the comma (,). When you are done editing, please click on the Update Outlet button.

Please note that you cannot edit an outlet’s address using the single edit feature. To do so, kindly use the bulk edit feature.