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Sales Order Statuses tutorial video

Points to note

Add a Sales Order Status

Manage custom Sales Order Statuses

Use custom Sales Order Statuses

Custom Sales Order Statuses can be added to your System Settings to further assist you with tracking and managing your Sales.

Initially, Unleashed offers the following fixed Sales Order Statuses:

• Parked
• Deleted
• Completed
• Backordered
• Placed

You can create a further 10 custom sales order statuses, alongside the fixed statuses, to streamline your operation and to save you time by being able to focus on a particular status.

Sales Order Statuses tutorial video

Points to note

• Custom sales orders statuses are an extension of the PARKED status.
• A maximum of 10 custom Sales Order statuses can be added.
• Each custom Sales Order status can have a maximum of 15 characters.
• To add and update Sales Order statuses, the Sales Order Statuses permission must be enabled for the User's role. 

Add a Sales Order Status

To create a new custom Sales Order status:

1. From Unleashed's main menu, go to Settings, System and select Sales Order Statuses.
2. Under Custom Status, provide a Name for the new status. This name will be the status' label.
3. Select a Color, which will apply to the new status.
4. Click Add.

The custom Sales Order status will then be available to apply to Parked Sales Orders and available for reporting. 

Manage custom Sales Order Statuses

Once a custom Sales Order status has been added it can be edited, obsoleted or deleted. Any changes made to an existing custom Sales Order status will automatically apply to any Sales Order currently saved with the status.

To edit a custom Sales Order status:

1. From Unleashed's main menu, go to Settings, System and select Sales Order Statuses.
2. Click on the current status's Name, and it will become an editable field that you can make the necessary changes in. 
3. Click on the current Color chosen for the status and update as needed. 
4. Click away from the existing status to save the changes. 

If a custom Sales Order status is no longer needed, but still in use for previous orders it can be obsoleted. This means the status wont be available to allocate but will remain allocated to any previous orders.

To obsolete a custom Sales Order status:

1. From Unleashed's main menu, go to Settings, System and select Sales Order Statuses.
2. Tick the Obsolete checkbox along the existing custom Sales Order status.

When a custom Sales Order status is no longer needed and is not in use on Sales Order, it can be deleted. 

To delete a custom Sales Order status:

1. From Unleashed's main menu, go to Settings, System and select Sales Order Statuses.
2. Click on the bin icon, in the Delete column, along the existing custom Sales Order status.

Use custom Sales Order Statuses

All active custom Sales Order statuses will be available to allocate to open Sales Orders that haven't been completed.

To allocate a custom Sales Order status to a Sales Order:

1. Open the Sales Order.
2. Go to the Save dropdown button, in the top right of the page.
3. Select the appropriate status.
4. Click Save. 

Report with custom Sales Order statuses

To following pages can be filtered by custom Sales Order status:

• View Sales Orders
• Sales Enquiry
• Backorder Enquiry