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Archive a partner

How to archive a partner you no longer work with

Aurora avatar
Written by Aurora
Updated over 3 weeks ago

Sometimes it might be the case that you no longer work with a partner but you still need to keep the data. In tex.tracer you can Archive a partner so they are no longer visible on your Partner page or in reporting. The data on the supply chain will remain.

Archive a partner

  1. Go to the Partners page and find the partner you wish the archive

  2. Click on the three dots next to View profile

  3. Click on Archive partner

  4. You will be asked to confirm this selection by clicking Confirm in the pop-up

  5. The partner will then be moved to the Archived partners tab

Unarchive a partner

To unarchive a partner, go to the Archive partners tab and click on Unarchive for the partner you wish to activate again. You will be asked to confirm this by click Confirm. The partner will be move back to the corresponding page (either Contractual partners, Agents, or Nominated partners tab.)

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