The prerequisites to archive Quote records are:

1. After activation, System Utility access for each user must be setup in the ManEx Security module.  Users with “supervisor’s rights” will automatically have access.
2. All product numbers for that quote number must have a status of either "Transfered",  "Cancelled", "Won", or "Lost".

Enter System Utility/Archiving/Archiving Module

The following warning will appear:

Depress Yes, to continue, and the following warning will appear:

Depress Yes, to continue, and the following warning will appear: 

Depress Yes, to continue, and the following screen will appear: 

Depress Next, the following screen will appear:

Select to archive Quote by:  Quote Number, or Customer. Complete the date range.  The default is to only archive "Transfer" and "Cancelled" statuses.  For users that would like to archive  quotes with "Won" and "Lost" statuses also,  they can select the 2nd option. 

Depress Next, a list of Quote Numbers will appear that have a status of "Transfered" , and  "Cancelled", or "Transfered", "Cancelled", "Won", and "Lost", depending on which option was choosen.   

Select Quote numbers to archive by highlighting the quote number and depressing the > button.  To archive all quote numbers listed depress the >> button.

Depress the ARCHIVE button, and the following message will appear listing the xl spreadsheet created. 

Depress the OK button, and the following  option screen will appear: 

Depress Yes, to continue and the following warning will appear:

Depress OK, the following message will appear:

Depress OK, and the following screen will appear.

Enter System Utility/Archiving/Restoring Module

The following warning will appear:

Depress Yes, to continue and the next warning will appear:

Depress Yes, to continue and the next warning will appear:

Depress Yes, to continue and the next warning will appear:

Depress Yes, to continue and the following screen will appear: Select item to restore:  Work Order/Kit/SQC, Inactive Inventory Part Number, Quote.

Depress Next, another option screen will appear:  Select to view Quote list by:  Quote Number, Customer, Quote Date, or Archived Date.

Depress Back to return to previous screen or depress Next to continue.  A list of Quotes that have a status of Transfered or Cancelled, will appear:

Select the Work Order(s) to restore by highlighting them and depressing the > button.  If you would like to restore all the Work Orders listed depress the >> button.

Depress the Back button to return to the previous screen.  Depress the RESTORE button to continue, the following message will appear:

Depress OK, the following screen will appear:

Depress Yes to continue, and receive the following message:

Depress OK, and receive the following message:

Depress OK, and the following screen will appear: