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Order statuses

Daniel
  • Updated

Quotes and orders can have a status set (independent of the customer's status). The statuses are user created so you can setup as many different statuses as your business needs and customise their colours. Statuses can be shown on the quotes/orders list and can be used to filter orders for quick tracking.

This article covers:

Adding and customising an order status

Setting an order status on a quote/order

Viewing order status

 

Watch the video or follow the steps below:

Adding and customising an order status

  1. Locate a quote/order either in Customer List or Projects (it doesn't matter which order).
     
  2. Right-click the Order Ref. and select Order Status.
     
  3. Click the Edit Popup Contents icon next to Order Status:


     
  4. Click the Add button and type a name for an order status - for example Quoted.
     
  5. Right-click on the colour swatch to use the colour picker to select a new colour.
     
  6. In Seq you can enter a number for the sequence statuses are shown.
     
  7. Tick either Won Flag or Lost Flag if the status denotes an accepted quote to order, or if the order is lost and will not proceed. These status flags enable reporting.

    This example shows several statuses and customised colours:

    EQ_OrderStatusEdit.png
     
  8. Click Update to save and close.
    Repeat to add as many different statuses as you like.

 

Setting an order status on a quote/order

Recommendation

To make it more visible and easier to access, enable the Order Status button. Otherwise you will access order status just on the right-click menu.
  1. Click System Config on the top toolbar.
  2. Select Heading Prompts on the left.
  3. Tick the box Show Lost Button.
  4. Type the name Status next to Lost Button Caption.

    EQ_ConfigStatusBtn.png
  1. Locate a quote/order either in Customer List or Projects.
     
  2. Right-click the Order Ref. and select Order Status.
    OR
    Double-click the Order Ref to open the order and see the Order Status button on the bottom toolbar:

    EQ_OrderStatusButton.png
     
  3. Select an Order Status from the drop down box:
    EQ_OrderStatusPick.png

    Optionally change the date and add some notes.
     
  4. Click Update to save and close.
    The chosen status is assigned to your quote/order.

 

Viewing order status

When viewing on the Customer List screen there is a Status column on the Quotes and Sales Orders  tabs.

When viewing on the Projects Screens, you can add a column for Order Status if it is not present:

  1. Open Projects > Sales Orders
     
  2. Click Select Columns:


     
  3. Check Status and click Update.



    The column is now added to the list. You can click and drag a column heading to move it to a new position, if you wish.

 

The order status column shows your status with the colour coding:

EQ_OrderStatusEx.png

 

To use order status effectively you can filter your Quotes or Sales Orders screen by order status to quickly get to selected quotes/order, print the list or export the list. See the article Projects filter lists

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