Table of Contents

Bonus Archiving

Bonuses with the Closed status can be archived. After archiving the bonus card cannot be changed anymore. Archiving a bonus card is irreversible.

To archive a closed sales bonus

  1. Choose the Tell me what you want to do icon, enter Sales Bonus List, and then choose the related link.
  2. Search for a bonus with the Closed status.
  3. Choose the Edit action to open the Sales Bonus Card page.
  4. Choose the Archive action and confirm the operation.
  5. Choose the Lightbulb that opens the Tell Me feature icon, enter Archived Sales Bonuses, and then choose the related link.
  6. Review the archived bonus card.

To archive a closed purchase bonus

  1. Choose the Tell me what you want to do icon, enter Purchase Bonus List, and then choose the related link.
  2. Search for a bonus with the Closed status.
  3. Choose the Edit action to open the Purchase Bonus Card page.
  4. Choose the Archive action and confirm the operation.
  5. Choose the Lightbulb that opens the Tell Me feature icon, enter Archived Purchase Bonuses, and then choose the related link.
  6. Review the archived bonus card.
Important

Bonuses created based on a bonus contract can be archived only by archiving the bonus contract.