Order State and Status
Each order within the OnRent system will have a status and state to tell us where the order is within its lifecycle.
Each status and state have a name; depending on the state will then dictate the icon shown against an order and depending on the status will dictate the colour shown against the order.
State: - The State is primarily used to help separate out your potential sales/rental pipeline and actual sales/pipeline. These will be either.
Quote (empty circle icon).
Provisional (circle with a dot icon).
Order (circle with a tick icon).
Status: - The Status is primarily used for Orders and will be either Open, Active or Complete (A Quote or Provisional Quote will always have the Status Open).
Open: - The Quote, Provisional Quote or Order has been created and no items have yet been Booked Out. Shown in Blue.
Active: - The Order has had at least one item Booked Out. Shown in Orange.
Complete: - The Order has had all items both Booked In and those items have been fully Invoiced. Shown in Green.
Provided all items on an order have been through the Book In process, you may still need to invoice or credit (if overcharged for the rental period) the order to complete it.
Provided no draft invoices are currently against the order, you can perform an invoice run for the order using its invoice run code, depot and specify the invoice run to be only for that customer account, then invoice to a date/time after the last items were returned.
This will create any remaining invoices/credits required for the order and complete said order.
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