Archive of orders

Updated 10 months ago by Anna

Moving orders to the archive will keep order on the main list with orders, making it easier to view.

Ways of archiving orders:

  1. Manual transfer of orders to the archive
  • select the Orders module from the menu on the left
  • go to the current tab and select the order from the list that has the status completed (i.e. the one in which the execution has been confirmed)
  • as the Principal, you can transfer the order to the archive yourself by clicking the "Move to the archive" button
Remember
This option is possible only when the order has the "Completed" status

  • the order goes straight to the Archive tab

Information on which user archived the order will appear in the Change history tab.

  1. Automatic transfer of the order to the archive

All orders will go to the archive tab 180 days from the date of completion.

Exception
If the order was created as a result of the concluded transaction / accepted freight, it has not been confirmed and evaluated for 120 days, it will be transferred to the archive automatically and will have the Archived status

  • If the order has a confirmation of execution and 180 days have passed from the date of execution, it will be automatically transferred to the archive with the status of Completed

  • If the order has no confirmation of execution and 180 days have passed from the date of execution, it will be automatically transferred to the archive with the Archived status

In the Change history tab, the information that the order has been automatically transferred to the archive will appear

List of orders in the archive tab

In the "Archive" tab, orders with the following statuses are available:

  • completed - orders in which the user confirmed the service performance
  • archived - an order that has been transferred to the archive automatically
  • canceled - orders that go to the archive tab immediately after cancellation

Filtering orders by status

  • in the menu on the left, select the Orders module
  • go to the Archive tab
  • select Show Filters

  • with the status option, expand the list
  • select one of the available options: completed, archived, canceled
  • confirm with the green button "show results" to see the list

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