Introduction
Archiving product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product. in Anrok involves storing no longer utilized product IDs for future reference or retrieval. There are typically two reasons why you might want to archive a product ID:
- You are no longer selling the product — You can easily archive the product in Anrok to end further usage of this product ID on future transactions. Archiving the product ID will not impact your past transactions.
- The product's tax configuration needs to be changed — After you create a product ID in Anrok, you cannot directly edit its taxability. To update a product's tax configuration, you must first archive the original tax configuration in Anrok. You can then set up the product ID with the updated tax configuration.
When a product ID has been archived in Anrok, the product ID’s name will be updated to reflect its archived status, along with the date and time was archived. For example, if you archive a product named REIMB
, it will change to REIMB_archived_2023-01-01T09:30:00Z
.
Note
If a product ID has been archived and then reconfigured, past transactions that included the archived version will not have their taxability automatically updated. This ensures no past transactions are mistakenly impacted. If you need to update past transactions to include the new tax configuration, please contact support@anrok.com.
Archive a product ID
You can archive an existing product IDProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product. in Anrok if you’ve determined that you no longer need to utilize the product ID in future transactions.
Try archiving a product ID in the demo above ☝️
- In the Anrok app , go to Product IDs. Take me there!
- Next to a product ID, click the Options Menu button , then select Archive.
- Click the Archived tab to view the archived product ID.
Unarchive a product ID
You can unarchive a product IDProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product. within Anrok if the product ID needs to be utilized again in future transactions.
Try unarchiving a product ID in the demo above ☝️
- In the Anrok app , go to Product IDs. Take me there!
- Select the Archived tab, then next to an archived product ID, click the Options Menu button .
- Select Unarchive, then click the Active tab to view the unarchived product ID.