You use order statuses to define where an order is in the overall ordering process. Order statuses all belong to one of four classes: Active, Hold, Closed or Cancelled. Enterprise is pre-configured with one default order status for each class.
Add an Order Status
- Click the Order Status link from the Main Menu. The Order Status Master screen opens.
- Click the Add button. The Add Order Status screen opens.
- Enter the following information:
- Description - Name of the order status.
- Code - Unique alphanumeric code.
- Class - Determines how the order status is used:
- Active - Active class statuses are available during the add and edit order process.
- Hold - Hold class statuses have no special restrictions and are for informational purposes only. This is often used for orders awaiting approval or payment.
- Closed - Closed class statuses are available during the close order process. You cannot edit or cancel closed orders.
- Cancelled - Cancelled class statuses are available during the cancel order process. You cannot edit cancelled orders.
- Cancelled With Fees - Cancelled with Fees class statuses are available during the registration cancel order process. When an order uses a status with this class, a pre-configured cancellation fee is automatically added to the order when it is cancelled.
- Weight - Determines the order the status displays in the Status drop-down. Drop-downs display the order status in ascending order by weight. Some Enterprise processing uses the orders status weight and requires the order status weights for each class to fall into the below ranges:
- 01-29 - Tentative statuses
- 30-79 - Firm statuses
- 80-99 - Cancelled and Archived statuses
- Retire - If checked, the order status is not available for selection.
- Background Color - The background color when the order status displays in a drop-down or on a screen.
- Text Color - The text color when the order status displays in a drop-down or on a screen.
- Item Status - When an order is set to the configured status, the items on the order are automatically assigned the selected item status. Only the item statuses configured for the order class are available for selection. See Configuring Order Item Statuses for more information.
- Update Exhibitor Status to - When the order status on a booth (service) order is set to the status you are currently adding, the exhibitor status is set to the value selected in this field. The available exhibitor statuses are configured on the Exhibitor Status screen.
- Click OK.
Change an Order Status
You can change all the information except for the Code and Class of an order status after you have created it. When you change the order status information, it updates wherever the order status is used. If you don't want to update the already existing order status data, then you must add a new order status using the steps in Add an Order Status.
- Click the Order Statuses link from the Main Menu. The Order Status Master screen opens.
- Select the order status to edit.
- Right-click and select Edit. The Edit Order Status screen opens.
- Update the necessary information.
- Click OK.
Inactivate an Order Status
If you no longer use an order status but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an order status inactive, it is no longer available for selection in the Status drop-down.
- Click the Order Statuses link from the Main Menu. The Order Status Master screen opens.
- Select the order status to make inactive.
- Right-click and select Edit. The Edit Order Status screen opens.
- Check the Retire check box.
- Click OK.
Delete an Order Status
If you no longer use an order status and don't want to keep a record of it, you can delete it. When you delete an order status that is used, you receive a prompt to select an order status to replace the order status you are deleting. You cannot undo the delete or delete and replace process. You cannot delete the default order statuses provided by Enterprise.
- Click the Order Statuses link from the Main Menu. The Order Status Master screen opens.
- Right-click on the order status to delete.
- Select Mark for Delete.
- Click the Save button. If the order status is used, the Replace screen opens.
- Select the order status from the drop-down to replace the deleted order status.
- Click OK.
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