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Order Sub-Status

[Document title] | idreesd

Background Information

On Exigo Admin version TBA and greater, Exigo has a implemented a feature which allows users to use

  1. Order Sub-Status Manager

      1. Enabling a Sub-Status
    • Users can access the order sub-status on the payment tab on an order and by using the "Change Status" dropdown on the invoice screen. b. Users must have the "Allow Edit Order Status" permission enabled to be able to Please see below for more details. 1. There are three permissions that allow the user to add/edit/delete an order sub-status.
    • Allow View Order Sub Status b. Allow Create Order Sub Status
    • Allow Edit Order Sub Status 2. Once the permission is enabled, the user will need to log out and back into the instance.

    ORDER SUB-STATUS MANAGER

  2. The order sub-status manager can be found under Administration>Settings>Accounting

Settings.

  1. The order sub-status manager allows a user to view, add, edit, and delete an order sub-status.

  2. To add an order sub-status:

    • Click on "Add". c. Click the checkboxes of the main order status need to be tie to the sub-status.

    ENABLING A SUB-STATUS

  3. The order sub-status can be enabled on the "Change Status" button on the payment tab on

an order.

- 2. The order sub-status can be enabled by using the "Change Status" dropdown on the order invoice window. 3. The order sub-status can be viewed on the payment tab on the order and in the order details.