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