Cycling a product out of your practice? Don't offer a specific service anymore? Simply archive that particular product or service from your catalog to keep it current and streamlined. If you decide to offer the product or service in the future, simply unarchive and it's ready to be added to a client's cart. Continue reading to learn more.
Archive a Product or Service
Step 1: Log in to OPUL.
Step 2: Click your Username in the top right corner, then select Practice Settings. This functionality is only accessible to Practice Administrators, so if Practice Settings isn't visible on your dropdown, consult your Practice Administrator.
Step 3: Click Catalog Management and select either the Retail product or Services tab depending on which product or service you want to archive. Search for the product or service you want to archive and click on it to reveal the Product Details panel.
Step 4: From the Product Details panel that populates, click on the Archive Product button.
Step 5: Click Confirm in the pop-up to archive your selection.
The archived product will now have a gray Archived badge and it will no longer be available during checkout. Pricing and tax fields are not editable when a product is archived. If you'd like to make changes to these fields, simply unarchive the item following the steps below. To archive a service, simply toggle over to the Services tab and follow Steps 4 and 5.
Unarchive a Product or Service
Step 1: From Catalog Management, select either the Retail product or Services tab depending on which product or service you want to unarchive. Search for the product or service you want to unarchive and click on it to reveal the Product Details panel.
Step 2: From the Product Details panel that populates, click on the Unarchive Product button.
The product or service is now active and will have a green Ready to Sell badge. All of the pricing and tax fields are now editable and this item is available in the checkout.
Have Questions? Contact OPUL Customer Support at
hello@OPUL.com or (925) 678-5377 for assistance
OPUL-002456_OP00153
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