Order State and Status
Each order within the ERP Go 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 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 Delivered. Shown in Blue.
Active: - The Order has had at least one item Delivered. Shown in Orange.
Complete: - The Order has had all items both Deliverd and those items have been fully Invoiced. Shown in Green.
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