The purpose of this option is to let you change the status of orders on your system. The order status can take any of the following values:
A Active, which means that there are still some order details which have yet to be fully invoiced. Active orders can be changed to hold, completed or deleted status.
C Complete, which usually means that all the order details have been fully invoiced.You can mark an order as complete here, even though it is not in fact. You can change a completed order status back to an active or a deleted status.A completed order can be removed by the Remove Completed Orders function.
D Deleted. An order can only take a deleted status if it hasn’t been processed (delivered or invoiced) – if it has been processed the system offers to complete instead. Once marked as deleted, you cannot change this status. Deleted orders are removed by the Remove Completed Orders function.
H Hold.The hold status ensures that this order is omitted from any automatic process such as batch delivery note or invoice print runs. A hold status can be changed to an active, completed or deleted status.
F Forward. This is a special facility available for Diamond and Premier users to mark an order with a forward status. The forward status can help in scheduling orders for future delivery.
Q Quotation. This is a special facility within Datafile Diamond and Premier to allow you to enter a quotation into the order processing system so that you can later change it to an active status if the customer decides to buy. A quote can be changed to active, completed or deleted status.
Choosing this option asks: displays orders in sequence entered?
The usual response here is ‘No’ so that you can manually select the orders whose status you wish to amend. Responding ‘Yes’ lists all orders in turn and, with a large file, it is likely to takes some time to get to the orders you wish.
The following shows the order status screen. You may only change the status code to one of those described above, under the rules given above. Once changes are complete press <Esc> on the order reference input.
Article ID: 1420
Created On: Tue, Jul 3, 2012 at 1:33 PM
Last Updated On: Wed, Jun 14, 2023 at 5:14 PM
Online URL: https://kb.datafile.co.uk/article/status-â€-amend-an-order-status-1420.html