To create statuses for your Sales, Purchase, and Bookings

Modified on Wed, 26 Feb, 2020 at 12:46 PM

The user can create defined status for Sales, Purchase, Shipment and Bookings.


Note: Certain status cannot be deleted or changed such as - Created/InProgress/Complete


To create a new status follow the next steps:


Go to Setting


Click in “Status”


On your left you will find a menu of the different status: Sales Status, Purchase Status, Shipment Status and Booking Status.


Select the one you need and the system default status will appear in the screen.


Click in +add fill the information needed and save.



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