Moving, Copying, and Archiving Materials

🔀 Moving, Copying, and Archiving Materials in Ontraccr
 

Overview

As your materials database evolves, you’ll often need to reorganize, duplicate, or clean up your data. Ontraccr provides flexible options to move, copy, or archive individual or multiple materials and assemblies — without deleting anything permanently.

This article shows how to manage these actions and explains when to use each one.

✅ Selecting Items

To begin any bulk action:

1. Go to the Materials Page.
2. Use the checkboxes beside materials, assemblies, or folders to select them.
3. Once selected, a new action bar appears at the top with bulk tools.

📄 Copying Materials or Assemblies

The Copy action allows you to duplicate selected items into another folder.

To copy materials:

1. Select one or more items.
2. Click the Copy button in the action bar.
3. Choose the destination folder.
4. Click Submit.

Your selected items will be duplicated into the new folder. The originals will remain unchanged.

📌 Use Case: Create a pricing variant for another division by copying and modifying a base item.

📂 Moving Materials or Assemblies

The Move action relocates materials to a new folder without creating duplicates.

To move materials:

1. Select one or more items.
2. Click Move in the action bar.
3. Choose a new folder.
4. Click Submit.

📌 Tip: Use move when you’re re-organizing folders or correcting item categorization.

🗃 Archiving Materials

Archiving removes items from your active view — without deleting them from your system.

To archive:

1. Select one or more items.
2. Click the Archive button.
3. Confirm the archive prompt.

Archived items will disappear from the main view but can still be accessed by applying the “Archived” status filter.

📌 Use Case: Retire old products or legacy assemblies while preserving their data for reference.

🧠 Real Use Cases

• Copy a base “Electrical Kit” to create multiple variants for different job types.
• Move all plumbing materials into a newly created “Division B” folder.
• Archive outdated inventory while retaining audit history.