Archive Documents

User can archive sales and purchase orders, quotes, etc.  The documents can archive several times, saving a different archived version each time.

Auto Archive when Print the document report

Document can auto archive by system when print the document report.  To archive the document when print, user can select [Archive Document] in Print option.

 


Manual archive 

If you intended to archive the original version then make the change to the document, follow the steps below for Archive the Document.   

Step 1 - Open the document (e.g., Sales Order) that you want to archive.

Step 2 -Choose the Archive Documents action.

Step 3 - Click [Yes] to confirm archive the document.