Archive

Archiving orders on a regular basis improves performance and keeps your workspace free of unnecessary information, so you can focus on current business. Invoices, shipments, and credit memos can be archived automatically or manually, and can be viewed at any time.

The Archive option appears in the Sales menu only when archiving is enabled.

Orders, Invoices, Shipments, Credit Memos Archiving Move Order to Archive

To enable archiving:

  1. On the Admin sidebar, click Stores.

  2. In the Settings section, choose Configuration.

  3. In the Sales section on the left panel, choose Sales.

  4. Expand the Orders, Invoices, Shipments, Credit Memos Archiving section, and do the following:

    • Set Enable Archiving to Yes.

    • Set Archive Orders Purchased to the number of days to wait before completed orders are archived.

      By default, orders are archived thirty days after the purchase.

    • In the Order Statuses to be Archived list, select each order status to use for identifying orders to archive. To select multiple items, hold down the Ctrl (Windows) or Command (Mac) key as you click each item.


      Orders, Invoices, Shipments, Credit Memos Archiving

  5. Click Save Config.

To manually archive an order:

  1. On the Admin sidebar, click Sales.

  2. In the Operations section, choose Orders.

  3. To select the order on the grid, mark the checkbox in the first column.

    Mark the Order(s) to Archive

  4. Set the Actions control to Move to Archive.

    Then, look for the message that order has been archived.

    Mark Checkbox

To view an archived order:

  1. Open the archive view using one of the following methods:

    • In the button bar above the Orders grid, click Go to Archive.

    • On the Admin sidebar, click Sales.

    • In the Archive section, choose Orders.

    Like the Orders page, the title of the archived orders page is “Orders.” The only noticeable difference is the option in the button bar to “Return to Order Management.” The URL of the page also indicates that you are in the order archive.

  2. In the Action column, click View.

    View Archived Order

To restore an archived order:

  1. On the Admin sidebar, click Sales.

  2. In the Operations section, choose Orders.

  3. In the button bar, click Go to Archive.

  4. Find the record to restore, and click the checkbox to select it.

    Select Order to be Restored

  5. Set the Actions control value to Remove to Archive.

    Look for the message that the archived order has been removed from the archive.

  6. In the button bar, click Return to Order Management.