Using order statuses - order status indicator

Sales > Sales order

You can use the order status indicator to see the current status of a particular sales order, that is what process steps for the sales order have been completed and which are still open. Process steps which have been successfully completed are shown in green and those not yet completed or requiring attention are shown in orange.

The order status indicator in the sales order overview are updated by the cronjob autoversand_berechnen. The same cronjob is carried out when you open a sales order. This can lead to a deviation in the order status indicator in the sales order and the sales order overview, e.g. some icons still being shown as orange in the sales order overview while being green in the sales order itself. Going back to the sales order overview will update the order status indicator in the sales order overview.

You can find the order status indicator in the Monitor column in the sales order overview. The order status indicator looks like this:

The order status indicator is also displayed in each sales order when you open it. You can find it next to the sales order number and customer number on top of the sales order.

These are their meanings:

	Stock of the articles of an order
	All products are available in sufficient quantity in the warehouse
	The stock of at least one product is insufficient
	Postage calculation
	Postage was calculated as provided
	The calculation of the postage was forgotten(n.b. This relates to when a “PROJECT” shipment setting, forces that an Article with the type “Is Porto” is included)
	Checking the VAT ID for corporate customers in other European countries
	VAT-ID check successful / not necessary
	VAT-ID check not successful / not performed
	Receipt of payment registered (relevant only for prepayment methods)
	Paid in advance
	Prepayment not paid
	Calculation of the cash on delivery (COD) fee
	COD fee was calculated as intended / COD fee not necessary
	The calculation of the COD fee was forgotten
	Release for the logistics process
	Released for logistics processes
	Locked for logistics processes (only manual continuation possible)
	Customer verification (e.g. proof of age, etc.)
	Customer check successful / not necessary
	Customer check not yet performed
	Date check for scheduled deliveries
	Delivery date today / no scheduled delivery
	Delivery date is in the future
	Customer credit limit
	Credit limit sufficient / no credit limit set
	Credit limit exceeded (summed up with unpaid invoices)
	Delivery block for customers
	Delivery allowed / no delivery block
	Delivery block set
	Production (only available when the Production app is installed)
	No production available
	Production created
	Production started
	Production finished

You also have the option to deactivate individual order status indicator icons for process steps which are not relevant to your business.

To deactivate individual order status indicator icons:

The order status indicator icons you selected are no longer shown in the overview or the sales orders.

Once a sales order has the status Completed, the Monitor column will contain grey icons with a tick showing to you that the sales order has been successfully completed. There are several ways the sales order can reach the Completed status:

When you cancel an order, the order is no longer displayed in the sales order overview. You can however display canceled orders in the overview by selecting the Canceled filter. In that case the Monitor column will contain grey icons with a cross showing you the sales order was canceled.

Apart from the standard order status indicator, Xentral also includes the Order status indicator app which you can use to add other process steps and display them via icon in the sales order overview and the sales order itself. You can find more information on adding other process steps to the order status indicator in the Adding additional order status indicator symbols article.