Track Customer Orders by Status

Customer Order Overview | Customer Order Reports

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The Status field on customer orders allows you to track orders, filter your order lists, and create reports based on the current entry. By default, Point of Sale assigns two order status types. New orders are assigned the O pen status. The status of filled orders is automatically flagged as C losed.

A third default status, Pending, should be applied to customer orders that don't commit item quantities to sales, such as orders made for estimates or customer quotes. Pending orders are not included in available quantity calculations, and thus don't affect reorder reminders or cause insufficient quantity prompts when selling the items.

If it fits your needs, you can rename the default status types and define more of your own in company preferences. An order's status can be manually changed as an order is made and as it proceeds towards completion. Status field entries can be defined for each order type independently.

As the status of an order is changed, Point of Sale records the date and the employee who made the change, so you have a running history of the orders progression.

To change the status of an order:

1. Display the order form.

2. Select a new status from the drop-down list in the Status field.

3. Select S ave.

If you refund the deposit on a customer order, you are prompted to close the order. Select Yes to close the order or No if you want it to remain open.

To view the status history of an order:

1. Display the order form.

2. Click the icon next to the Status field.

All status changes which occurred after the order was created are displayed.

Related Topics

Locate a customer order