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.
Note
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.
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:
These are their meanings:
Note
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 Important
|
|
|
|
|
|
|
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 |
To deactivate individual order status indicator icons:
-
Go to Administration > System > Basic settings > System subtab.
-
Scroll down to the Hide order status indicator section on the right hand side and select the check box for the icon you no longer want to show in your order status indicator.
-
-
Scroll down to the bottom and click Save.
Important
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 ??? article.
Tip
Filter icon |
Action |
---|---|
|
Show all sales orders |
|
Only show orders where the additional process step has been marked as done |
|
Only show orders where the additional process step hasn't been markes as done |