Archiving lets you remove orders from standard list views without deleting them. Archived orders remain available in Pavilion and can be restored if needed.
Use archiving for records you want to keep but do not want shown in active day-to-day lists, such as old quotes, draft orders that did not move forward, or inactive layaways.
ℹ️ If you do not see the Is Archived checkbox or the All Archived list view, contact your administrator.
Archive an order
Open the tab for the order type you want to archive, such as Jobs, Layaways, Special Orders, or Sales.
Open the order record.
In the General Information section, locate Is Archived.
Click the pencil icon to edit the field.
Check Is Archived.
Click Save.
The order is removed from standard list views and moved to the All Archived list view.
Find an archived order
Open the tab for the order type, such as Jobs, Layaways, Special Orders, or Sales.
Open the list view dropdown.
Select All Archived.
Search, scroll, or sort the list to find the archived order.
Open the order record you need.
Restore an archived order
Open the tab for the order type.
Switch to the All Archived list view.
Open the archived order record.
In the General Information section, locate Is Archived.
Click the pencil icon to edit the field.
Clear the Is Archived checkbox.
Click Save.
The order returns to standard list views.
What archiving does
Archiving:
Keeps the order record in Pavilion.
Removes the order from standard active list views.
Preserves the order history, notes, files, and related details.
Allows the order to be found again from All Archived.
Allows the order to be restored later.
Archiving does not delete the order.
Best practices
Archive records when you want to keep them for reference but remove them from active lists.
Before archiving orders tied to active invoices, payments, or open follow-up, check with a manager or finance contact to confirm the order should no longer appear in standard list views.