Good afternoon,
I am curious if there is a way to add a status to a sales order process or are they the set in stone as:
Open
Awaiting Payment
Pending Processing
Shipping
Back Order
Completed
Just feel like Completed is rather misleading when reviewing things and wanted to see if there is a way to add something like “Fulfilled” as a middle man between shipping and completed.
Thank you!
+16
You can maintain internal status and train the team to follow instead of changing workflow.
+16
Like this
+20Hello
New Order Statuses may be added using Low Code/No Code customizations.
Order types are quite flexible. I am not an expert in this area, though I can recommend checking out the variety of Order Types that Acumatica includes in their Sales Demo tenant, so see whether one of the available order types includes additional steps that you are seeking. Ask your Partner/Value Added Reseller (VAR) to assist you, if you’re not familiar with these Acumatica features.
Good luck!
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