Status Management
Status management may be used to adjust the status of a Sales Order. It's use is limited as most statuses are automated based on various factors.
Possible Actions
| Field | Purpose |
| Convert to Order |
This will change the status of the Sales Order to Payment Pending
It is possible to use this to create a Sales Order without any payment
This button will only appear on Sales Orders with the Draft and Quote statuses |
| Convert to Quote |
This will change the status of the Sales Order to Quote
This will created a quote reference, but will not automatically email the customer with the Retrieve a Quote email; to send this, use the Quick Access Buttons
This button will only appear on Sales Orders with the Draft and Abandoned statuses |
| Flag for Action |
This will change the order status to Awaiting Action
This button is always visible |