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Configure Sales Order Status

This tutorial guides you through configuring sales order statuses in the WorkTraq application, including how to mark sales orders as late or outstanding and display them on the calendar.

Video Tutorial

1. Open Main Menu

Click the hambuger-menu.png main navigation menu to access system options.

so-status.png

2. Go to Admin Settings

Click "Admin Settings" to open the administration panel.

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3. Select Sale Order Section

Click "Sale Order" to open the sales order configuration area.

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4. Open Sales Order Statuses

Click "Sales Orders Status" to manage sales order statuses.

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5. View Existing Statuses

All existing sales order statuses will appear on the right side of the screen.

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6. Add a New Status

Click the plus-icon.png plus icon to add new sales order status.

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7. Update the Status Name

Enter the status name in the Name column.

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8. Choose a Status Color

Click the color box to assign a color for easy identification on the calendar.

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9. Set as Late

Check the Late box if sales orders with this status should be considered late.

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10. Set as Outstanding

Check the Outstanding box if sales orders with this status should be considered outstanding.

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11. Display on Calendar

Check the Calendar option if sales orders with this status should appear on the calendar.

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12. Set Status as Inactive

Uncheck Active if you want to hide the status from the status list.

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13. Delete a Status

Click the X delete icon to remove the status from the system.

so-status (12).png


You have successfully configured and customized sales order statuses in the WorkTraq application. Review the status list to verify your changes.

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