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Sales - Navigation Tiles

Sales - Navigation Tiles

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Navigation Tile Heading

Description

Notes

Navigation Tile Heading

Description

Notes

Quotes

Orders in the Quote function.

This will show all orders with the Quote function only.

Awaiting Action

Orders in the Needs Processing or Waiting for Check Measure functions.

This will show all orders needed a Check Measure or manual processing.

Awaiting Approval

Orders in the Deposit Approval Needed, Discount Approval Needed or Customer Credit Approval Needed functions.

 

Work In Progress

All orders that have been accepted but not invoiced.

This will show all orders that have been accepted, is currently in progress in job tracking/dispatch. Has not been invoiced. Doesn’t include cancelled or lost orders.

 

Further Reading

Status vs Function - What's the Difference?

Order Status - Function Description

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