Order statuses
Admin
Documentation
Difficulty level: Easy
Order dashboard - Order
This section only applies if the module CRM is active.
You choose the status of an order in the main block of the order. You can choose any status freely; there is no fixed order. A few statuses do have their own behaviour.
| Code | Status | Meaning |
|---|---|---|
| 10 | draft | New order, still being prepared. Only a draft order can be deleted. |
| 11 | library | Template for new orders. See The order library. |
| 12 | open | Open order (mainly used at the till). |
| 20 | final | The customer agrees. Linked systems can respond to this. |
| 21 | waiting | Waiting for something, for example a response from the customer. |
| 30 | paid | The order has been paid. |
| 40 | Sign requested | With the Box integration: the documents are sent for signing. See Having documents signed with Box Sign. |
| 41 | Signed | The customer has signed; the signed documents are with the order. |
| 42 | Declined | The customer has declined to sign. |
| 43 | Expired | The customer did not sign in time. |
| 90 | archive | Completed. |
A way of working that often fits
draft → (Sign requested → Signed) → final → create invoice → paid → archive
Use Use block status if you also want to keep track per block of what has been delivered.
Finding orders by status
Use Order > Search and filter on status, for example to see all quotations that are still waiting for a signature.
