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Order Sub-Status

Introduction

[Document title] | idreesd

V2020.8.0.0

Table of contents

In this topic:

Background Information

OrderSubStatus

Level 1

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

an order sub-status with main order status.

  1. Order Sub-Status Manager

a.

The order sub-status manager allows a user with the right permissions to

add/edit/delete an order sub-status.

  1. Enabling a Sub-Status

a.

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

change the order status and order sub-status.

Please see below for more details.

ORDER SUB-STATUS MANAGER PERMISSIONS

  1. There are three permissions that allow the user to add/edit/delete an order sub-status.

a.

Allow View Order Sub Status

b. Allow Create Order Sub Status

c.

Allow Edit Order Sub Status

  1. Once the permission is enabled, the user will need to log out and back into the instance.

ORDER SUB-STATUS MANAGER

OrderSubStatus

Level 1

  1. 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:

a.

Click on “Add”.

b. Enter the description of the order sub-status.

c. Click the checkboxes of the main order status need to be tie to the sub-status.

Section 5

OrderSubStatus

Level 1

ENABLING A SUB-STATUS

OrderSubStatus

Level 1

  1. The order sub-status can be enabled on the “Change Status” button on the payment tab on

an order.

a.

Use the “Order Sub-Status” dropdown to select sub-status.

  1. The order sub-status can be enabled by using the “Change Status” dropdown on the order

invoice window.

  1. The order sub-status can be viewed on the payment tab on the order and in the order details.

Section 7

OrderSubStatus

Level 1

Section 8

OrderSubStatus

Level 1