A Sale Order will have many different types of progress indicators. Below is a list detailing each status:
- Open
- The order has not yet been finalised by the user (i.e. it has just been created)
- Modifications to the order can still take place while in the Open Status.
- Set the order to Ready to progress to the next step (Click Button - Set Order Ready).
- On Hold
- The sales order has been placed on hold.
- The order will not be processed until the Holding status has been revoked.
- Re-opened
- The order has previously been set to active, however has now been re-opened to make modifications to the order. This is only possible if no dispatch / delivery notes or invoices have been created.
- Invoice Requested
- If a Cash Account customer, payment is required before releasing goods/services. Therefore, an invoice will be requested before delivery.
- If a Credit Account customer, invoices are usually requested following creating of the delivery note. Note: It is possible to create an invoice at any time if there is a balance outstanding. If the “Invoice Requested” statement is not present, the system will inform you and give you the option to continue and create an invoice.
- Awaiting Payment
- An invoice has been created and now Payment is required from the customer. The payment must have been received and the invoice balance “zero” to continue.
- Awaiting Delivery Confirmation
- Delivery confirmation is for a physical delivery or for the completion (delivery) of any service.
- Click the Delivery Confirmed button to confirm that the services, or goods ordered, have been delivered.
- Dispatch Requested
- Delivery of physical line items has been requested.
- The next step is to click New Delivery Note.
- Jobs Outstanding
- The Jobs Required field in the order is set to Yes. There are either zero jobs created or 1 (or more) jobs that require completion.
- Jobs are completed from the Jobs Module.
- A sales order can have an unlimited number of associated jobs.
- Complete
- All outstanding items have been address and the order has been completed.
- The Force Complete button has been clicked.