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How to Change an Order Status from Within Any Module
How to Change an Order Status from Within Any Module
Oscar Flores avatar
Written by Oscar Flores
Updated over 5 years ago

The "order status" is a concept central to Stokkup's workflow. Each status represents a department which must touch that order, before it makes it's way to the client. There are many advantages to having an order status, some of which include:

  • Giving an account manager the ability to update a client on the progress of an order

  • Allowing each team member to see when it is time for them to touch an order

  • Maintaining full transparency for the shop owner

So, how do we update the order status? Simply follow these easy steps:

1. Navigate to the module in question (orders, invoices, etc).

2. Click on the "order status" drop-down.

3. Select the status that you'd like to assign.

4. Observe, the order status has now been updated across all the modules.

Important Note:
The final five Statuses inside Stokkup will Trigger and automatic resync to QBO. The following Statuses are 

  1. Shipping / Packaging

  2. Ready to Ship

  3. Order- Final Invoice

  4. Order - Paid in Full

  5. Shipped / Picked up

Contact support@stokkup.com for additional questions.

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