V9 - Order stages and Priorities
Although optional features, Order stages and Priorities are useful in the sales workflow.
Order stages
Order stages can be used in house, as well as in tandem with the Customer portal. They allow you to designate on a sales order or sales receipt the status of a customer's order.
By default, no stages are defined in your account. Choose names that appropriately describe to your customers on the customer portal where their order is within your system. Examples include Quoted, Created, Shipped, In transit, etc.
To define your order stages:
- Go to Tools & settings > Configuration > Lists > Order stages.
- Select +Add.
- Enter a unique Name for the order stage.
- The Customer text is the text displayed to your customer in the Customer portal.
- Assign a Sort order that corresponds to the order for this stage. For example, the first stage would have a sort order of1. This will allow the stages to appear in that order on the Order stage field's dropdown list, which is on a sales order or sales receipt.
- Save the order stage.
Stages must be set manually, but you can create an AOP rule to automate this if desired.
In the Sales orders and Sales receipts lists, you can display the Order stage column by selecting it using the Columns feature.
Priorities
Priorities allow you to show how critical the sales order is, allowing you to attend to orders requiring greater urgency first.
SOS Inventory has three predefined priorities (High, Medium, and Low), but you can add more if needed and set their sort order for the dropdown list. To define priorities, go to Tools & settings > Configuration > Lists > Priorities, then select +Add. Complete the Name and Sort order fields, then save.
A priority can be assigned to sales orders, sales receipts, work orders, and shipments from a dropdown menu and viewed on the corresponding list when the Priorities column is enabled. Priorities must be set manually, but you can create AOP rules to automate them if desired.
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