Archiving and Unarchiving Buyers in Loop

This article explains how to archive and unarchive buyer profiles within the Loop platform.

Steps:

Archiving a Buyer:

1. Navigate to the Buyers Grid:
   • From the left-hand navigation panel, click on "Buyers."
   • This will display the grid containing all buyer profiles.
2. Select the Buyer:
   • Locate and select the buyer you wish to archive. (e.g., Mr. Jamie Stops).
   • Clicking on the buyer's name will open their buyer file.
3. Initiate Archiving:
   • In the top right-hand corner of the buyer file, click the three vertical action dots (ellipsis).
   • From the dropdown menu, select "Archive."
4. Confirm Archiving:
   • A warning message will appear, asking for confirmation.
   • Click "Archive" to proceed.
5. Buyer Archived:
   • The buyer's status will change from "active" to "archived." The buyer will no longer be visible in the active buyer list by default.

Unarchiving a Buyer:

1. Access Archived Buyers (if needed):
   • Depending on the loop interface, you may need to filter or select to view archived buyers.
2. Navigate to the Buyer File:
   • Locate the archived buyer you wish to restore.
   • Click on the buyer's name to open their buyer file.
3. Initiate Unarchiving:
   • In the top right-hand corner of the buyer file, click the "Unarchive" button.
4. Buyer Unarchived:
   • The buyer's status will revert to "active," and they will reappear in the active buyer list.

Support:

• If you have any further questions or require assistance, please contact support at support@loop.software