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As time goes on and you have more and more orders in your database, consider archiving older orders to take them out of view. Archiving does not delete the orders from the database, it simply hides them, and you can always unarchive them if you need to look back in time.

Simply click the archive button in the orders section: (Note that your row of buttons may look different depending upon your business type, your user permissions and the features you have activated - but the archive button will always look the same.)

Then select the archive strategy you’d like to follow and click execute:

Archiving orders removes them from the Order List screen in the Order Management System. Archived orders will not be found via an Order or Line Item Search, and cannot be edited. Archiving is best used on old orders that no longer need to be referenced, thus reducing clutter, improving performance, and preventing accidental edits.

Archiving orders does not remove them from reports, exports, and dashboards, and archiving also does not remove them from detail screens that list orders, such as the Customer Detail screen.

You may also choose to schedule archiving for orders that age past scheduled criteria. If in use, the scheduled archiving takes place at 1:30 AM Pacific Time, daily.


*Only orders with a status of Shipped, Picked Up, Sent, or Canceled may be archived. *Outstanding orders may not be archived.

*Archived orders are taken into account when performing an Order History Search.

rev: 10/22/20

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