Use the archive option to store orders you want to keep for reference without deleting them. Archiving is useful for Quotes (Draft Orders) that never convert, old layaways you want to retain, and any record you do not want cluttering your active lists. Archived records remain available for review, but are excluded from normal list views so your day-to-day lists stay clean.
š” If you do not see the Is Archived checkbox or the All Archived list view, contact your administrator.
Archiving an Order
1. Go to the tab for the order type (for example, Jobs, Layaways, Special Orders, or Sales) and open the specific order record.
2. Within the record, in the General Information section, locate the IsArchived checkbox and click the pen icon to edit the field.
3. Check Is Archived (1), then click Save (2). The record will be removed from regular list views and appear in All Archived.
Finding Archived Orders
1. Go to the tab for the order type (Jobs, Layaways, Special Orders, or Sales)
2. Select the All Archived list view to see only archived records.
3. Scroll through the list or sort by columns (such as date or order number) to quickly locate the archived order you need.
Restoring an Archived Order
1. Open the appropriate tab and switch to the All Archived list view.
2. Open the archived record you want to restore.
3. Clear the IsArchived checkbox and save the record. The order will return to normal list views.
What Archiving Does and Does Not Do
Archiving stores the record for future reference. It does not delete the record.
Archived orders are hidden from standard list views so your active lists remain uncluttered.
Archived records remain accessible in All Archived.
Archiving preserves the recordās history and any attached notes, which can be useful for reporting or financial reconciliation.
Best Practices
Archive Draft Jobs (quotes) that you do not intend to pursue, rather than deleting them, so you keep a clean audit trail.
Establish an internal rule for when quotes should be archived, for example, after a customer has not responded within a set timeframe.
Check with finance or managers before archiving records that are tied to active invoices or pending payments.