Order Statuses

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General

The status of an order indicates what stage of the workflow it is in. It also restricts what an order is capable of.

Invoices

Unissued
Awaiting Payment
Issued

Picks

Purchase Order

Bidding
Once a bid has been sent or saved from the Bids tab, the order will update to the bidding status. Modifications to the order and line items can be made as necessary.
Unissued
An order that has been created and has no bids associated with it will remain in the unissued status until it is issued. Modifications to the order and line items can be made as necessary.
Issued
Once a purchase order has been decided on, it will need to be issued. Once an order is issued, no further modifications can be made to the order or line items. If an order needs to be modified after this point, the order will need to be unissued.
Complete
After the items in a purchase order have been received in full, and the receipt is in a complete state, the purchase order will be placed in a complete state as well.
Voided
Voiding an order keeps a record in the database for historical reference. No further actions can occur to the order.

Quotes

Proposal
This is the first stage of a quote, and all quotes are created in this status.
Negotiation
This status is used to indicate a higher chance of converting the quote to a sale.
Won
Quotes that are approved for a sale are considered won. Changing a quote status to won will create a sales order and display a corresponding link on the details tab.Once a quote is won, it can only be changed to the void status and no further modifications can be made.
Lost
If a quote is not proceeding with a sale, it may be marked as Lost. Lost quotes may be reopened and changed back to negotiation, proposal, or won to proceed with converting the quote to a sales order. Lost quotes may not be voided.
Void
Quotes may be marked as Void to prevent counting against the loss history. This allows you to retain a copy of the quote record in your system, and is particularly useful if a customer was window shopping or if the customer isn't a good fit in the long-run. A voided quote may be changed to another status at any time.

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Receipts

Not Started
Complete
In Progress
Voided

Reconcile Records

Not Started
Complete
In Progress
Voided

Return Order

Unissued
Issued
Complete
This is the final status of a return order which has been successfully finished. Once a return order is complete, you cannot unissue or otherwise undo the return order.
Voided

Sales Order

Unissued
Once an order is created, the order is placed in an unissued status. Orders in this status can be modified as many times as necessary.
Issued
Issuing a sales order indicates to Locate that the order will enter the operations workflow. Line items are locked and cannot be edited. If a modification must be made a line item post-issuance, the order should be unissued and modified as needed. This may only occur if a pick for the order does not already exist. Address and details can be modified until the order enters the complete status.
Complete
The order is now historical data and no part of the order can be modified or voided. A complete order indicate the order has been picked, packed, shipped, and picked up in full.
Voided
Voiding an order keeps a record in the database for historical reference. No further actions can occur to the order.

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Transfer Order

Unissued
Issued
Complete
Voided
Voiding an order keeps a record in the database for historical reference. No further actions can occur to the order.

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