If your system contains Sales history which is no longer required for Sales Analysis purposes, you may archive that history—effectively removing it from view. Archived Sales history may be restored to view at any point. To archive Sales history, select the "Archive Sales History" option. The following screen will appear:
Note
Archiving Sales history does not delete Sales history. Rather, the historical data is simply relocated to a storage archive on the database. You may restore Sales history from the archive at any time.
When archiving Sales history, you are presented with the following options:
- All Customer Types
Select to archive Sales history for all Customer Types.
- Selected
Specify Customer Type whose Sales history you want to archive.
- Pattern
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
- All Product Categories
Select to archive Sales history for all Product Categories.
- Selected
Specify Product Category whose Sales history you want to archive.
- Pattern
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
- Archive Freight, Sales Tax and Misc. Items
Select to archive all the sales information which is not directly related to the Item Sites for a Sales Order—that is, Freight charges, Tax, etc.
- All Sites
Select to archive Sales history for all Sites.
- Selected
Specify Site whose Sales history you want to archive.
- Start Date
Sales history generated on or after this date will be archived.
- End Date
Sales history by Shipping Zone by Item generated on or before this date will be archived.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without archiving Sales history, returning you to the application desktop.
- SELECT
Archives Sales History using the specified parameters.