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.
🗒️ 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.
🗒️ Note: select + to expand Products in kits to change the Status of each item.