Statuses

A status is the state of a document or a counterparty: "New", "In progress", "Done". Statuses are separate for each object type: customer order statuses are not shown in a shipment.

How to set up

In the card or in the list open the status field and choose "Configure…". In the dialog you can:

• add a status with the "+ Status" button;
• set a name and a color from the palette;
• choose a type: regular, final positive or final negative (types are used for the sales funnel);
• reorder statuses with the arrows - this is exactly the order they are shown in the list;
• delete a status with the cross.

Deleting a status that is in use

If a status is already set on documents, the system will ask which status to replace it with. The replacement is done in one operation; if you choose nothing, the first status in order is used.

The limit is 100 statuses per object type.