How do I set up Order Statuses?
This article is a step-by-step guide to help Administrators configure and customize Order Statuses.
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
Table of Contents
Creating a New Order Status
- Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.
- From the Settings Menu, click Order Statuses.
- Click New Status.
- Enter the Name for your Order Status.
- Enter a Description.
- Assign the new Order Status to a Queue.
- Select the Type of Order Status.
- Select the Time Type. This field indicates where the following expected action will come from when an Order enters this status.
- The Yellow Limit will highlight the Order Status yellow in Order Lists after the defined seconds.
- The Red Limit will highlight the Order Status red in Order Lists after the defined seconds.
- When complete, click Save.
Editing Order Statuses
- Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.
- From the Settings Menu, click Order Statuses.
- Order Statuses are assigned to Queues. Start by selecting the Queue from the drop-down menu.
- Find the Order Status in the list and click the Gear menu.
- Click Edit.
- Edit any information as required.
- When complete, click Save.
- You can also delete an Order Status by clicking the Delete button.