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 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 |