How To Archive Sales Orders

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COBS Tech Support
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How To Archive Sales Orders

Post by COBS Tech Support »

This tutorial describes how to use the Archive Wizard to remove redundant sales orders from your database.

1. Launch CAPITAL Business Manager.
2. From the main menu select Company|Administration|Maintain
3. Press the Archive Wizard button.
4. Decide how many years of data you wish to export next to Activity older than.
5. Select I will decide which areas get archived.
6. From the drop down list select which parts of the system you wish to archive. In this case tick Sales Orders.

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7. Press the Next > button.
8. Under Please specify where archived data will be placed enter a path location where you wish to store your archived data. This will typically be another location on your computer, however it is recommended that you store this data outside your main ..\CAPITAL folder so that it is not included in your regular back-up schedule.

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9. If you will be performing this operation during working hours with other users in the system leave Compact the database after each archive unticked. You can then run a Database Maintenance operation later and compact your database at a more suitable time. Otherwise, if you will be performing this operation outside normal working hours, tick this setting now. This will compact your database after the operation is completed, however users will not be able to access sales orders while compacting is in progress.
10. Finally press the Finished button and then press Start Now to begin.
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