Statuses - Creating a New Status


Overview

Statuses are an easy way to visually identify what is occurring/has occurred on an order.

There are 3 system statuses for orders: Posted, Unposted and Void. 

There are 3 system statuses for quotes: Converted, Active and Lost.

Other examples of statuses that my be useful would be priority indicators (i.e. rush, time sensitive, etc.), production status (i.e. stock on order, customer good release).



Creating a Status


Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Statuses} on the right-hand side of screen to auto scroll to Statuses

             section.

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  3.      Select {New} under Statuses. A New Status modal window will open.

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  4.      Complete the fields.

Fields
Description
Name
Enter status Name.
Icon
Select Icon from the drop-down menu.
Color
Select Color from the swatch.



  5.      Select {Save}.  A results window will pop-up to indicate the selected status has

             been saved.

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  6.      Select X to close pop up results window.