Sales Order Tracking

Line Item Status to track Submitted Sales Orders more granularly

Updated over a week ago

Tracking overview

Configure and assign custom statuses for each line item to track jobs at a deeper level.

Locating this section in app:

  • Sales > Sales Orders > select a Sales Order > Tracking or

  • Customers > select a Customer > select a Sales Order > Tracking


Tracking page features

Every page has the Sales Order # and Customer name at the top of the page.


Search

Search by Product name.


Status

Create a new status, or search for an existing Status, created in Workflow, to add to each Product line item.


Creating a status

To create a new status selection Create status, enter a Status name, and select a colour from pre-assigned colours, or add a HEX code, or drag your cursor to set a desired colour, and Save.

πŸ—’οΈ Note: Workflow will continue to work as it currently does today, with statuses created specifically for line items not displaying as columns on Workflow.


Changing a Status of a Line Item

Search for or locate the Product line item you want to change the Status on, and change the click on the Status to change the Status.

πŸ—’οΈ Note: select + to expand Products in kits to change the Status of each item.


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