Order Status Values

You can see the status of your purchase and sale orders on the Purchase and Sales pages, respectively.


The Purchase module has two (2) views, namely, the General View and Accounting View. These views allow updating of selected purchase orders based on the available information shown in them.


The Sales module has three (3) views, namely, the General View, Accounting View, and Fulfilment View. These views allow updating of selected sales orders based on the available information shown in them.


The information displayed on the Purchase and Sales pages depends on the default layout option for the selected View. The Filter options are also different for each view.


The order status values that are reflected in each of these views are discussed below.


Table of Contents

  • General View
    • Purchase orders
      • Simple purchases
      • Advanced purchases
      • Service purchases
    • Sale orders
      • Advanced sales
      • Service sales
  • Accounting view
    • Purchase orders
    • Sale orders


General View


Purchase orders


Simple/Advanced Purchases


Icons
Status
Description
DraftPurchase order has been initiated and saved as a draft, no items have yet been added to the purchase order.
OrderingPurchase order has been initiated and saved as a draft, items have been added to the purchase order.
OrderedBlind receipt (no purchase order) has been checked. Blind receipt orders will have the order symbol greyed out, this does not affect the stock receipt, invoice or payment symbols. 
OrderedPurchase order has been authorised. 'Invoice First' Input Method is selected, invoice has been created but not yet authorised.
OrderedPurchase order has been authorised. 'Invoice First' Input Method is selected, invoice has been created but not yet authorised. Supplier Deposit has been added to the order.
OrderedPurchase order has been authorised. 'Stock First' Input Method is selected, stock receipt has been created but not yet authorised.
OrderedPurchase order has been authorised. 'Stock First' Input Method is selected, stock receipt has been created but not yet authorised. Supplier Deposit has been added to the order.
Received'Stock First' Input Method is selected. Stock receipt has been authorised. Invoice has been created but not yet authorised.
Billed'Invoice First' Input Method is selected. Stock receipt has been authorised. Invoice has been created but not yet authorised. Payments can now be applied to the order.
Billed'Stock First' Input Method is selected. Stock receipt has been authorised. Invoice has been authorised. Payments can now be applied to the order.
Received'Invoice First' Input Method is selected. Stock receipt has been authorised. Invoice has been authorised. Payments can now be applied to the order.
CompletedStock receipt has been authorised, invoice has been authorised, the order has been fully paid and is complete. 


Service Purchases


Icons
Status
Description

Draft
Purchase order has been initiated and saved as a draft, no items have yet been added to the purchase order.

Ordering
Purchase order has been initiated and saved as a draft, items have been added to the purchase order.

Ordered


Received


Billed


Completed

Credited
Purchase order has been authorised and fully billed



Icons 
Status
Description


PO is not created but saved as a draft available for further editing at any time.


Purchase Order created but not yet authorised.

Blind receipt Invoice is created. 


Purchase Order is authorised, Input Method 'Stock First' is selected.

Purchase Order is authorised, Input Method 'Invoice First' is selected. 

Stock receipt is created but not authorised, Input Method 'Stock First' is selected. 

Invoice is created but not authorised, Input Method 'Invoice First' is selected. 

Stock receipt is authorised, Input Method 'Stock First' is selected. 


Invoice is authorised, Input Method 'Invoice First' is selected. 

Drop Ship Invoice is authorised.
 
Blind receipt Invoice is authorised. 

Blind receipt Stock receipt is authorised. 


Both Stock receipt and Invoice are authorised.

Invoice is paid, Stock receipt is not authorised.

Stock receipt is authorised, Invoice is paid, the order is completed.




Blind receipt Invoice is paid, Stock receipt is not authorised.
 
Blind receipt Invoice is paid, Stock receipt is authorised.

Drop Ship Invoice is paid.


SALE ORDER


Icons and Status
Description
Sale Quote created but not authorised.

Sale Quote authorised.

Sale Quote Skipped.
Sale Order is created.
Sale Order is authorised.
Sale Order is backordered.
Pick is created.
Pick is authorised.
Pack is created.
Pack is authorised.
Ship is created.
Shipment is completed (or drop ship), Invoice is created.
Invoice is authorised.
Invoice is paid, shipment is complete.


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