Archiving orders in eCC Desktop

When all transactions are complete on an order, you can archive it by clicking on the archive button or the archive link in the actions column. Remember you cannot move an order back from the archive to the inbox. 

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The Archive orders tab is used to store orders that have been archived manually or automatically using archive order rules. Click here to view the various order archive rules.

By default orders that are older than 30 days are readily viewable in the archive and any orders that are older than 30 days can be viewed in the Order Archived Orders area.

 

Archive_orders

 

The order can also be automatically sent to the archive based on how old the order is from the current date in each. See the Auto-Archive functionality area below for more information

 

How orders are viewed in the Archive Tab (Default Functionality)

The orders that are in between 1 day to 30 days, of the current date that are moved to the archive tab will be displayed here. The orders can be filtered based on the specifications:

 

Archive_filter

 

Orders that are older than 30 days from the current date are moved to a special database, called Show Orders Since. Click the dropdown and select Old Archive Orders to view them:  

 

Archive_old_orders_filter

 

Viewing Old Archived Orders

 

Old_archive_orders_view

To view older orders click the Show Orders Since and make a selection

 

Archive_old_orders_filter_select

  

Auto-Archive Functionality

Orders can be automatically sent to the archive tab by enabling this feature in the advanced settings. While on the dashboard, select File and Advanced Settings.

 

Auto_archive_orders_adv_settings

 
Select the box to enable the auto-archive feature.

 

Select how older orders must be from the current date, to automatically send to the archive. Orders between 7 and 180 days can be selected.

 

Note: This will not override the display settings in the archive and how orders are viewed.

 

 

To set the archive order rules, go to Orders >>  Rules >> Archive

 

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