Statuses - Editing a 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).



Editing 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.      Hover mouse over the name of Statuses to be edited. A pencil icon will appear on the

          right-hand side of the name. Select the pencil icon. A modal Edit Status window

          will open.

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  4.      Make required changes. 

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

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  6.      Select X to close pop up results window.