Auto Archive Orders

When you have finished with some of your orders, or need them for a different task (e.g. VAT quarter or monthly reconciliation) you can automatically move orders to another site. You will still be able to access the orders (by selecting the other site), but for everyday orders they will be in the current view and will be faster to display and use.

You should first create another site (using the Site menu option, under the File->New menu) to move the orders to. You should then select the orders to automatically archive (move). Select the Auto Archive Orders menu option (under the House Keeping->Archive Orders menu).

You select the number of days between automatically checking for orders to archive. The default is 7 days.

You can archive orders that are older than a certain time. The more orders that are archived the faster the current orders are displayed.

You can also tick the Overwrite orders with the same order number if you have imported the same orders more than once from the import file.

By default, you are asked before orders are archived. If you want to automatically archive orders (without being asked) tick Don't ask before archiving orders.