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.) and production status (e.g. stock on order, customer good release, etc).

Create a Status

• From the Order Options page (Settings > Dockets > Order Options)
• Scroll down to Statuses
• Click New

Name

When you hover over a Status this is the Name that will appear.

Icon

• Select an option from the dropdown

Custom Icon

• For Custom Icons go to fontawesome.com/icons
• Select Free from the left-hand side to filter for free icons only
• Select an icon
• Select the desired version of the icon
  Multiple versions of the icon are available (Only those without PRO will be free)     
• Click Start Using Icon button and copy the icon code in quotations
• Enter the icon code into the Icon field and hit Enter. The icon should now appear next to the icon code.

Color

Click into the value field and select a color using the color selector. You can also paste a HEX Value into the value field.

Production Queue Display

Select Included or Excluded. If Excluded is selected you can Exclude specific Queues.

Excluded Production Queues

Choose the queues that should be excluded.

Edit a Status

• From the Order Options page (Settings > Dockets > Order Options)
• Scroll down to Statuses
• Click on an existing Status 
• Make changes
• Click Save

Delete a Status

• From the Order Options page (Settings > Dockets > Order Options)
• Scroll down to Statuses
• Check the box to the left of a Status
• Click Delete
• Confirm Deletion

Searching Statuses

Statuses can be searched from the following locations:

• Quote Screen - Status
• Quote Items Screen - Status
• Orders Screen - Status
• Order Items Screen - Status
• Production Workflow - Status
• Custom Export - Status