Support Center

Archiving the entire cart for multiple applicants at a time

Last Updated: Jul 20, 2016 08:32AM PDT
Archiving the cart for multiple applicants will move all of their paid for products into their previous orders, cancelling out their active balance for those products. Note that only paid for products can be archived - products which have not been paid for can either be deleted or left in the cart (depending on whether or not you expect the applicant to complete their payment).
 
To begin, make sure you are in User Management by selecting the “Users” tab located to the right of the Regpack logo:
 
 
Select your applicants using the checkbox.
 
 
Click “tools” and a series of functions will appear. Select "archive cart."
 
 
Here you’ll have to make a choice - read the two descriptions below and make your selections.
 
“What date do you want the order to be set for?”- this will let you control how the “paid for” dates display on reports
“Please select what you would like the system to do with unpaid items:” - if you expect the applicant to complete a payment for un-paid products, then you’ll want to keep them in the cart.  If you do not expect the applicant to complete a payment (such as an applicant who abandons registration, or once it is too late to make a payment), then you can delete the unpaid products from their cart
 
 
Click “archive” when you’re done!
 

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