Order statuses
The main button at the top right of an order is its next step. Other actions are under More actions (the ⋮ button).
Submitter means the person who created the order, even if a colleague submitted it. See Permissions.
The Orders list shows status names without spaces, such as pendingConfirmation. Those are also the names to use in filters.
Its creator is still building it.
| Action | Who | Required first |
|---|---|---|
| Submit Order → Submitted | The submitter, or Order Managers if the quote is shared | Line items, and the required customer, project, and area details |
| Cancel → Canceled | The submitter, or Order Managers if the quote is shared | A reason |
Can be changed: details, shipping method, presets, and line items, by the submitter or, if the quote is shared, by Order Managers.
Submitted
Section titled “Submitted”The submitter has sent it to Order Managers for pricing.
| Action | Who | Required first |
|---|---|---|
| Confirm with Submitter → Pending Confirmation | Order Managers | A shipping price, and any other required charges |
| Accept Order → Accepted | Order Managers, in place of Confirm with Submitter, on an order that doesn’t need the submitter’s confirmation | A shipping price, and any other required charges |
| Return to Quote → Quote | Order Managers | Nothing. Not available for orders designed in SketchUp. |
| Reject → Rejected | Order Managers | A reason |
| Cancel → Canceled | The submitter, or Order Managers if the order is shared | A reason |
Can be changed, by Order Managers: shipping method, shipping price and other charges, the net cost factor (if your organization uses one), and manufacturer notes.
Pending Confirmation
Section titled “Pending Confirmation”An Order Manager has priced it, and the submitter needs to accept it.
| Action | Who | Required first |
|---|---|---|
| Accept Order → Accepted | The submitter, or any Order Manager if the order doesn’t need the submitter’s confirmation | Nothing |
| Reject → Rejected | Order Managers | A reason |
| Cancel → Canceled | The submitter only | A reason |
Can be changed: nothing. The charges are locked while the submitter decides.
Accepted
Section titled “Accepted”Its price has been accepted. It’s ready for an Order Manager to schedule.
| Action | Who | Required first |
|---|---|---|
| Release to Production → In Production | Order Managers | An estimated ship date |
| Reject → Rejected | Order Managers | A reason |
Can be changed, by Order Managers: the estimated ship date.
In Production
Section titled “In Production”The shop is building it.
| Action | Who | Required first |
|---|---|---|
| Mark as Staged → Staged | Order Managers | Nothing |
Can be changed: nothing.
Staged
Section titled “Staged”It’s built and ready to ship.
| Action | Who | Required first |
|---|---|---|
| Mark as Shipped → Shipped | Order Managers | Nothing |
Can be changed: nothing.
Shipped, Rejected, and Canceled
Section titled “Shipped, Rejected, and Canceled”These are final. Nothing can be changed, and the order can’t move to another status. To start again from one of these orders, duplicate it.
SketchUp orders
Section titled “SketchUp orders”Orders designed in SketchUp can’t have their details, presets, or line items changed in the browser, in any status.
Email notifications
Section titled “Email notifications”Every order email is off until the person receiving it turns it on in their notification settings.
| This happens | Who gets the email | Setting |
|---|---|---|
| An order is submitted | Order Managers and admins | Order Manager Order Events |
| Confirm with Submitter | The submitter | Submitter Order Events |
| Return to Quote | The submitter | Submitter Order Events |
| The submitter accepts an order | Order Managers and admins | Order Manager Order Events |
| Another Order Manager accepts an order that doesn’t need the submitter’s confirmation | Order Managers and admins, except the submitter | Order Manager Order Events |
| Another Order Manager accepts an order that doesn’t need the submitter’s confirmation | The submitter, once | Order Manager Order Events or Submitter Order Events |
Rejecting or canceling an order doesn’t send an email. See Turn on order emails.