Archived Documents
You can archive purchase orders, estimates, jobsheets, and checklists, if you want to save a copy of a document for later use.
Types of Archived Documents
- Archived Estimates and Vehicle Inspection Estimates:
- An Estimate or a Vehicle Inspection Estimate is archived when you delete it.
- An archived estimate can be copied to another document using Copy Document function.
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Using the Restore action from the archived document, you can restore the archived Estimate or Vehicle Inspection Estimate, where the original still exists and it’s not posted.
- Archived Jobsheets and Return Jobsheets:
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A Jobsheet or Return Jobsheet can be archived by deleting it or by using the Archive Document action, and it can be archived multiple times, saving different Archived Versions.
- An archived jobsheet can be copied to another document using Copy Document function.
- Using the Restore action from the archived document, you can restore the archived Jobsheet or Return Jobsheet, where the original still exists and it’s not posted.
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- Archived Checklists:
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A Checklist can be archived by deleting it or by using the Archive Document action, and it can be archived multiple times, saving different Archived Versions.
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You can print or email an archived checklist by selecting Print menu from the menu bar, followed by Print Vehicle Inspection or Email actions.
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- Archived Purchase Orders:
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A Purchases Order can be archived by using the Archive Document action, and it can be archived multiple times, saving different Archived Versions.
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You can print an archived purchase order by selecting Related from the menu bar, followed by Version, and then Print.
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