The Order Status is a very important field. It indicates if there should be bills created for an order, if the order should count or not in sales totals, etc. The possible order Statuses are as follows:
Prospect - still just a quote or estimate
Tentative - this will more than likely become an order, but is not yet
Booked - an appointment has been scheduled for the order
Confirmed - an appointment has been scheduled and confirmed
Adding Upsells - this status is used just when a job has been done and you want the changes you make to the order to be counted as add-on sales for the technicians attached to the order. You will only be in this status temporarily while you make these changes, then you will be setting the status to Done.
Done - the order and its activities (job, pickup, delivery, etc.) have been completed, so this is now an Invoice
Cancellation - the order was cancelled
Re-schedule - the order needs to be re-scheduled
Not Home - the order could not be completed because the client was not home (needs to be re-scheduled)
Re-service - we had to return to the site to redo the work
You cannot add to or customize this list of statuses.
Things that Change the Order Status
1. When an order is scheduled, its status automatically becomes Booked.
2. When an order is marked as Done, Bills are added for the client. Bills are created only after the status is set to Done. This means that there is not going to be any accounts receivable until the status is Done, and that you cannot enter any payments for the order until the status is Done.
3. You can manually change the order status to other possibilities in the list at any time.
keywords: upsell, upsales, tracking upsales, tracking upsale, upsale
Add to favorites