Archived Sales |
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Archived Sales
When you do the month-end closing steps at the end of December, Shopkeeper moves (finalized) sales that are more than two years old to the Archive files.
I.e. The current file contains the current calendar year to date plus the two prior calendar years.
However, the Archive files are still fully accessible directly in Shopkeeper; the older sales are simply moved to an archive file to keep the current files from getting too large and slow. (I.e. you do not need to resort to backups to review Archive data.)
From the X-Tra search Customer screen,
find a customer . . .
. . .and select the Old Archive Files option at the bottom
Another approach to retrieve Archive transactions, is to click the drop arrow by the sale number in the sales screen and then click the Archived button.
For a single customer, you can get a complete (current + archive) report via X-Tra Search when you choose Entire History
Reporting-wise, the Itemized Sales Report generally works off just the Current files, but you can click "Full Selection" and choose Both Archived and Current in order to consider all sales. Of course, checking both sets of books takes extra time, so it's not the default selection
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