Draft #
When created, an order is in the Draft status.
Changes made to an item’s unit price are automatically reflected in Draft sales orders.
Note: If the unit price has already been manually modified in the sales order, subsequent changes to the item will have no effect on that order.
Possible transitions: quote submitted, opened, canceled.
Quote submitted #
An order in the Draft status can be marked as Quote submitted. To do this, click More Actions -> Quote submitted.
Changes made to an item’s unit price are no longer reflected in the sales order. It is still possible to modify prices directly in the order.
Possible transitions: open, canceled.
On hold #
Only an order in the Open status can be put in the On hold status by clicking More Actions -> Hold.
Changes made to an item’s unit price are no longer reflected in the sales order. It is still possible to modify prices directly in the order.
Possible transitions: open, canceled, closed.
Open #
Changes made to an item’s unit price are no longer reflected in the sales order. It is still possible to modify prices directly in the order.
Possible transitions: pending, canceled, closed.
Closed #
An order in the Open or On hold status can be set to the Closed status. Once the order is closed, it is no longer possible to modify it.
Possible transitions: open.
Canceled #
You can cancel a sales order as long as it is not in the Closed status. Once the order is canceled, it is no longer possible to modify it.
Possible transitions: none.