Sales Orders › Sidebar › Status
The Status section allows users to manage the current state of a sales order using a simple dropdown interface. This function helps organise workflows by clearly indicating the order's progress stage. Use it to reflect sales order fulfilment status—received, confirmed, in production, shipped, delivered, and other values your organisation configures alongside draft or expired states.
Each sales order includes a Status control, accessible via the status button located at the bottom of the sales order card. Users can assign statuses such as Draft, Active, or Expired depending on where the order sits in the process.
Status changes are immediate and visible to all users with access to the sales order, enabling efficient coordination between teams.
Status Options
| Status | Description |
|---|---|
| Draft | Order is being prepared and is not yet finalized. |
| Active | Order is confirmed and actively progressing through fulfillment. |
| Expired | Order is no longer active due to expiry or cancellation. |
Available statuses can be configured in the Site Settings.
Example
How to Update Status
- Open a sales order record.
- Click the Status button at the bottom of the card.
- Select a new status from the dropdown list.
- The updated status will be saved and displayed immediately.
Tips
- Use Draft status for orders still under internal review or awaiting approval.
- Switch to Active only when all prerequisites (e.g., approvals, stock availability) are met.
- Mark orders as Expired to clearly distinguish completed or voided transactions from current ones.