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Archiving Multiple Products for all Applicants

 

Archiving products for all of your applicants will move those products into the applicant’s previous orders, cancelling out their active balance for those products.

 

Note that only paid for products can be archived. Products which have not been paid for can either be deleted or left in the cart (depending on whether or not you expect the applicants to complete their payment).

 

To archive products for all of your applicants, first make sure you are on the Product Management page. Navigate to the “Settings” drop-down menu. Select “Products” to get to the Product Management page.

 

Settings_Products

 

Check the box next to the products that you want to archive, and click tools at the top of the page.

 

Select_multiple

 

You’ll see a box pop up that will allow you to make changes to your product. Click the “Archive / Restore Existing Orders” down at the bottom, and click “archive” again to confirm.

 

Tools_Archive_Restore_Existing_Orders

 

The system will ask you if you want to “Archive or Restore”. Click “Archive”.

 

archive product

 

You’ll have to make two choices here. Read the description below, and make the appropriate choice.

 

  • “What date do you want the order to be set for?”– This will let you control how the “paid for” dates display on reports.
    • You can choose to archive “Today”, “Order date” and “Date product marked as paid”.
  • “Please select what you would like the system to do with unpaid items:” – If any users have this product in their cart and it is NOT paid for you, you can either keep or delete the product in their carts.
    • If you expect the applicants to complete a payment for un-paid products, then you’ll want to keep them in the cart.  If you do not expect the applicant to complete a payment (once it is too late to make payments, for instance), then you can delete the unpaid products from their cart.

 

Click the green “Archive” button at the bottom when you are done!