Status vs Function - What's the Difference?
- Shonal Singh
In BUZ, Statuses and Functions work together to indicate the current state or progress of various items such as leads, quotes, orders, jobs, and installations. However, these two concepts serve different purposes and are used in distinct ways.
Statuses
Statuses represent the current stage of a lead, quote, order, job, or installation. They are customisable and can be adjusted according to your business needs to reflect the progress or requirements of an item.
For example:
An order might have a status of "Quote", indicating that a quote has been prepared but not yet accepted by the customer.
Another order might have a status of "Needs Processing", meaning the customer has accepted the order, but it requires a manual review before progressing to job tracking and dispatch.
You can create and modify statuses to best suit your workflow, and even use different names for similar stages.
Functions
Functions are the internal mechanisms used by BUZ to manage, update, and process orders, leads, and jobs. They are not visible to users and cannot be edited, as they are essential for the backend operations of BUZ. Functions ensure that all processes, such as creating quotes, placing orders, or advancing jobs, happen smoothly.
For instance, there may be a Quote function, and you can use different statuses like "Quote Sent" or "Quoted" to describe this stage. While the status names are customizable, the underlying function remains the same and cannot be altered.
Key Differences
Statuses are flexible and customizable, designed to visually represent the progress of an order, lead, or job in a way that makes sense for your business.
Functions are fixed backend operations that BUZ uses to manage workflows. Every status must align with a specific function for the system to process orders and manage activities correctly.
In summary, functions are the engine that powers your workflow, while statuses are the labels you see that indicate where an item is in the process. You can create as many statuses as you need, but each one must link to a corresponding function to ensure smooth operation.