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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Customer Orders by Status</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Customer Orders by Status</p>
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_reports.htm">Customer Order Reports</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The <font class="hcp1">Status</font> field on customer orders allows you to track orders, <a href="../qbpos_basic_procedures/basic262.htm">filter</a> 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 <span class="hcp2">O</span><font class="hcp1">pen</font> status. The status of filled orders is automatically flagged as <span class="hcp2">C</span><font class="hcp1">losed</font>.</p>
<p class="Help-Text">A third default status, <span class="hcp2">Pending</span>, 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 <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantity</a> calculations, and thus don't affect reorder reminders or cause <a class="popupspot" href="JavaScript:hhctrl.TextPopup('If an item is committed on an open customer order and you try to sell it on another sale, Point of Sale will inform you that you don/'t have sufficient quantity for both the current sale and the order.','Arial,10',10,10,00000000,0xc0ffff)">insufficient quantity prompts</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> when selling the items.</p>
<p class="Help-Text">If it fits your needs, you can rename the &#160;default status types and define more of your own in <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences</a>. 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.</p>
<p class="Help-Text">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.</p>
<p class="Help-Info-Line">To change the status of an order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the order form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a new status from the drop-down list in the <font class="hcp1">Status</font> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you refund the deposit on a customer order, you are prompted to close the order. Select <font class="hcp1">Yes</font> to close the order or <font class="hcp1">No</font> if you want it to remain open.</p>
<p class="Help-Info-Line">To view the status history of an order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the order form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the icon next to the <font class="hcp1">Status</font> field.</p>
</li>
</ol>
<p class="Help-Indent">All status changes which occurred after the order was created are displayed.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a customer order</a></p>
</body>
</html>