Customer Orders

The CRM -> Customer Orders section displays all the orders from the customers. New Customer Orders can be added from here.

Use the drop-down menu above the table to choose whether to show a list of "Customer orders" or a list of all "Items" ordered.

Click Sales pipeline and List view buttons to toggle between the sales pipeline and list views.

Jump to:

  1. Demo video: Customer Orders.
  2. Customer order details.
  3. Customer order reports.
  4. Customer order statuses.
  5. Product statuses.
  6. Source statuses.
  7. Invoice statuses.
  8. Payment statuses.
  9. CRM FAQ.

Customer Order, Product, Invoice, and Payment statuses

Customer Order Statuses

The CO statuses show the progress of one order through the sales process, from quotation through manufacturing until delivery.

Some statuses are assigned automatically by the software (for example if production starts, or finishes), some need to be assigned by the user, and some can be skipped.

  1. Quotation - a request for a quotation is received, a Quotation should be created and sent to the customer. This stage is equivalent to a Sales Opportunity. Assigned manually.
  2. Waiting for Confirmation - waiting for the customer's confirmation. Assigned manually.
  3. Confirmed - the order is confirmed. Either booking needs to be made for products that are available in stock, or production should be planned. Assigned manually.
  4. Waiting for Production - all Manufacturing Orders have been scheduled, and all goods are booked to the order. Assigned automatically.
  5. In Production - the production operations have started. Assigned automatically.
  6. Ready for Shipment - all products are in stock and can be shipped to the customer. Assigned automatically.
    • A shipped CO still stays in the pipeline as Ready for shipment, when the booked quantity is bigger than needed.
  7. Shipped & Invoiced - this status shows that all products have been shipped. Assigned automatically.
  8. Delivered - this status confirms that CO is finished, products have been received by the customer. Assigned manually.
  9. Canceled - order is canceled. Assigned manually. As a result, all bookings are released. A canceled CO cannot be restored.

Demo video: How to gain an overview of the status of all sales orders.

Product statuses

Product status shows the current situation with products on the order (or when viewing "items", then the particular product.).

The following statuses are automatically assigned:

  • Not booked - the products are not booked in full quantity.
    • When Tracing is enabled, this status shows that no demand has been generated for the items.
    • Change the Customer orders status to Confirmed to book items.
  • Not enough - the demand is generated, but there are not enough products for this order.
    • The number of products currently in stock or planned is insufficient to fulfill this order.
    • After shipping orders with higher priority there will be not enough for this order.
    • In use only when Tracing is disabled.
  • Requested – all products are booked. But some products are not ordered yet. Their stock lots have the status Requested.
  • Expected on time - all products are booked and are expected to be shipped on time, according to the promised delivery date.
  • Possibly delayed - warning that there is a good chance that shipment of the products will be late. This is assigned if:
    • MO finish date is same as CO delivery date;
    • Expected date of PO is same as CO delivery date;
    • CO delivery date is today and products are not received.
  • Delayed - warning that the delivery of products will definitely be late. This is assigned if:
    • MO finish date is after CO delivery date;
    • Expected date of PO is after CO delivery date;
    • CO delivery date is in the past and products are not received.
  • Ready for shipment - all products are in stock and can be shipped to the customer.
  • Delivered - all products have been shipped to the customer.

Statuses Possibly delayed and Delayed are assigned whether along with other manual actions (for example, when CO, MO or PO is updated) or automatically once per day between 1 a.m. and 3 a.m.

Source statuses

The field Source shows the MOs, POs, and TOs from where the products of this customer order are coming.

The background color shows the state of the order.

Manufacturing orders:

  • Not booked- some parts are not booked.
  • Requested - the MO is not approved or not scheduled, or some parts are in status Requested.
  • Expected on time - all parts are whether received or expected on time, and all operations are not delayed.
  • Possibly delayed - some parts are not received on time, or some operation is not started on time, or some operation is not finished and the planned finish time has passed.
  • Delayed - the MO is not finished on time.
  • Received - the MO is finished.

Purchase orders:

  • Requested - the PO is requested, but not confirmed and ordered.
  • Expected on time - the PO will be received on time for the promised delivery date.
  • Delayed - the PO has not been received, and the promised delivery date has passed.
  • Received - the PO is received.

Transfer orders:

  • Expected on time - the TO will be received on time for the promised delivery date.
  • Possibly delayed - the TO has not been shipped, but the planned shipment date has passed.
  • Delayed - the TO has not been received, and the planned arrival date has passed.
  • Received - the TO is received.

Invoice statuses

Invoice status shows whether the customer order is invoiced, partially invoiced, or not invoiced. The following statuses are automatically assigned:

  • Not invoiced - no invoices issued. (Invoices in status Dummy are not considered)
  • Part invoiced - CO is partially invoiced. A percent shows the part of the CO that has been invoiced.
  • Invoiced - CO is fully invoiced.

Only invoices with the type Invoice and status UnpaidPaid partially, and Paid are counted.

Payment statuses

Payment status shows whether the invoices are paid, partially paid, or not paid. The following statuses are automatically assigned:

  • Not paid - no payments received.
  • Part paid - Invoices are partially paid. A percent shows the part of the invoiced total that has been paid.
  • Paid - Invoices are fully paid.
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