8.13.7. Archive Sales History

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:

Archive Sales History

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, as described in Section 1.2.9, “Topic: Pattern Matching with 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, as described in Section 1.2.9, “Topic: Pattern Matching with 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 Warehouses: Select to archive Sales history for all Warehouses.
Selected: Specify Warehouse 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.