How to Archive Customers & Products

How to Archive Customers & Products

If duplicate data is present or if there are customers/products to delete, an Archiving process will need to be completed.

Deleting data could effect previous history, sales summaries and totals, which may cause errors. 

Due to this, the DELETE function IS NOT available for use.

1.  Navigate to side menu and select "Data Manager"

2. Within Data Manager we have the ability to archive and restore any form of data within Synkd. Please note the difference between Operational Data and FInancial Data.

3. Select the items you wish to archive, by clicking the side radio butons (blue tick will appear when clicked)

4. Items selected will now show in "Selected" tab.

5. Within "Selected" tab, Click on "Modify Selected"

6. Click "Archived"

7.  Click "Save"

Archiving data will remove items within Service Management and POS. It will also not appear when trying to match & link customers in Synkd. 

Please view the instructional video below for easy reference.

• Related Articles

• The Difference Between Contacts, Customers and Suppliers in Xero

  The Difference Between Contacts, Customers and Suppliers in Xero Xero has three types of data for contacts. They are customers, contacts and suppliers. As a default, all data relating to customers or suppliers are treated as contacts until you sell ...

• Invoices/Job sheets not emailing to customers in Pooltrackr

  Invoices/Job sheets not emailing to customers in Pooltrackr If your customers are not receiving emails of either Job Reports or Invoices directly from Pooltrackr, please double check the email address is correct. If it is correct, and they are still ...

• How to Add a New Product

  How to Add a New Product 1.  Navigate to side menu, Products > New Product 2. Enter relevant properties for your product;       a. Code       b. SKU       c. Barcode, if desired.       d. Name       e. UoM - Unit of Measure       e. Description, if ...

• How to Create an Operational Customer

  How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...

• How to Add a Customer Class

  How to Add a Customer Class Please view article on what is a customer class for more information. 1.  Navigate to side menu, Customer > Classes 2. Select "New Customer Class". 3. Next give the class a name and description. 4. If desired, you can ...