Order Status - Function Description
- Shonal Singh
Function Name | Example Status Description | Is Required? | Function Description | Example of Order (click to enlarge image) |
|---|---|---|---|---|
Quote | Quote | Yes | Quote or order not yet accepted by customer. |  |
Work in progress | Work in Progress | Yes | Accepted orders that have been approved and processed. |  |
Complete | Invoiced (Complete) | Yes | Invoiced/completed (Note - a copy of the invoice is not automatically emailed to the client in the order summary screen, this is a manual process). Refer to the Bulk Invoicing help page for this feature. | |
Cancelled | Cancelled | Yes | Order has been cancelled. Refer to Order Options Button Function page for how to Cancel an order. | |
Discount Approval Needed | Discount Approval Needed |
| Discount exceeded max discount for 1 or more Groups and requires discount approval. *If function is deactivated, BUZ will not do a discount check on any orders. Refer to Discounts In BUZ for more information. | |
Deposit Approval Needed | Needs Minimum Deposit Approval |
| Checks if a deposit has been paid. This is used in conjunction with the Deposit Percentage field in Customer Groups. *If function is deactivated, BUZ will not check orders for minimum deposit. Refer to Minimum Deposit help page for more information. | |
Customer Credit Approval Needed | Credit Approval Needed |
| Credit Approval Needed exceeded max credit limit. More help on credit limits can be found here. *If function is deactivated, BUZ will not check customers credit balance. | |
Needs Processing | Accepted (Needs Processing) |
| Orders require manual processing. Please inform BUZ support via email if you are activating this function. More information can be found here. *If function is deactivated, orders will be automatically processed. | |
Waiting for check measure | Pending (Waiting for) Check Measure |
| Accepted order waiting for check measure. *If function is deactivated, orders will not go into Check Measure status. For more information on Check Measures, please click here. | |
Lost | Declined (Lost) |
| Quote send to customer, customer declined/did not want to proceed with the order.
| |
Won Date Confirmed | Won Date Confirmed |
| Order accepted and date is confirmed. |
|
Processing | Processing |
| Order is processing. |
|
Dispatched | Dispatched |
| Order is dispatched. |
|
To be invoiced | Installed (To Be Invoiced) |
| Installed not yet invoiced | |
Credit Note | Credit Note |
| Credit Note to refund an order. *If function is deactivated, you will not be able to create credit notes in BUZ. | |
Needs Remote order Finalize | Needs Remote Finalizing |
| Accepted BUZ 2 BUZ needs finalizing (processing) from supplier. |
|
Web Cancelled (Legacy) | Web Cancelled (Legacy) |
|
|
|