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Quote Manager - Admin Guide

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Manage Items > Archive Out-Dated Items
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Archive Out-Dated Items


  • Items which are no longer required can be archived.
  • Archived items are hidden by default and are not available to add to a quote.
  • You can reintroduce archived items to the live list if required.

To archive an item

  • Click 'Items' on the left to view your list of items
  • Locate the item you wish to archive. Use the search feature if required.
  • Click the 'Archive' icon at the end of the item row:




To view archived items

  • Click 'Items' on the left to view your list of items
  • Click the 'Filter' drop-down and select 'Archived':






  • Click the 'unarchive' icon if you want to re-instate the item
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