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Archiving Orders

Move outdated or completed sales orders out of the active list while keeping them for record-keeping.

Overview

Sales orders cannot be deleted from Factory, but they can be archived to remove them from the active list while preserving them for record-keeping. Archived orders are placed into Archived status, where they remain accessible via the Sales Orders filter.

πŸ‘₯ Access Permissions

  • Only users with permission to access Sales Orders can archive orders. Review user roles before granting access.

πŸ“ Location in the app

  • Global Search > search and select a sales order > Options

  • Sales > Sales Orders > select a sales order > Options

  • Sales > Customers > select a customer > search and select a sales order > Options


Archive an order

A single order can be archived from either the Order details page or directly from the Sales Orders list. Multiple orders can be archived together from the Sales Orders list using checkboxes.


From the Order details page

  1. Ensure the order is not in Draft status.

  2. Go to Options > Archive.

  3. A short confirmation pop-up appears. Select Undo if needed; otherwise, the order moves to Archived.


From the Sales Orders page (single order)

  1. Right-click the order row.

  2. Select Archive.

  3. A short confirmation pop-up appears. Select Undo if needed; otherwise, the order moves to Archived.


From the Sales Orders page (multiple orders)

  1. Tick the checkboxes next to the orders to archive.

  2. Select Options > Archive.

  3. A confirmation pop-up appears. Use Undo to cancel if needed; otherwise, the selected orders move to Archived.


View archived orders

  1. Go to the Sales Orders page.

  2. Select the Filter icon.

  3. In the Where field, select Status.

  4. In the is field, select Archived.

  5. Click Apply.

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