When creating a Special Order, Workshop job or a Layaway, you may want to assign a status to the order. You'll have a few order statuses set up already e.g. Awaiting Parts, On Hold, Fraud Check and Ready to Despatch – but you can also create your own custom order statuses, to better reflect your internal processes. These statuses will be visible in Cloud POS, Back Office and the Workshop module.
You can edit, deactivate or delete your current order statuses, and you can create new ones, all from the Order Statuses page in the Back Office.
Creating, editing and deleting Order Statuses
- In the Back Office, open the side menu and click on Customer Orders, then Order Statuses:
- You'll see a page a bit like this – click the New button to create a new order status:
- Give it a Description, then choose the Icon you want to use from the dropdown:
- You can also choose a Colour for it:
- Click on Save on the right, and it will appear in the list. When you create a Special Order, Workshop job or Layaway in Cloud POS, you can then choose the Order Status you want from the dropdown menu:
- To edit the icon, colour, description or display order of an Order Status, click on the pencil icon next to it in the list:
- You can then change any of those options. You can also deactivate an order status by unticking the Active box, or you can change its position in the Display Order:
- To completely delete an Order Status, click on the rubbish bin icon next to it:
Changing the Status of an Order
There are a few different ways that you can change the current status of an open order, both in Back Office and in Point of Sale. From the Back Office, you can find the order in Customer Orders, click on Actions, then Change Order Status:
You can also follow these steps from the Orders and Workshop Jobs tab on the Customer record:
In Cloud POS, you can recall the order at any time and click on the Edit pencil icon:
Then choose a different order status from the Set Order Status dropdown menu:
The current Order Status will have a coloured dot next to it, to show that it's currently selected. Choose your new order status, click on Apply and Close, then Save Order.
