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Order status codes (#460)

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* Add status code information for Sales Orders

* Add status codes for purchase orders
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Oliver
2023-03-30 23:53:37 +11:00
committed by GitHub
parent b4985d21eb
commit 14a3db3d5b
3 changed files with 31 additions and 9 deletions
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6
docs/sell/return.md
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@@ -44,9 +44,9 @@ Each Return Order has a specific status code, as follows:
| Status | Description |
| --- | --- |
| Pending | The return order has been created, but not sent to the customer |
| In Progress | The return order has been sent to the customer |
| Complete | The return order was marked as complete |
| Cancelled | The return order was cancelled |
| In Progress | The return order has been issued to the customer |
| Complete | The return order was marked as complete, and is now closed |
| Cancelled | The return order was cancelled, and is now closed |
## Create a Return Order

17
docs/sell/so.md
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@@ -12,11 +12,18 @@ To access the sales order page, click on the <span class="badge inventree nav ma
{% include "img.html" %}
{% endwith %}
### Sales Order Reference
### Sales Order Status Codes
Each Sales Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md).
Each Sales Order has a specific status code, which represents the state of the order:
### Create a Sales Order
| Status | Description |
| --- | --- |
| Pending | The sales order has been created, but has not been finalized or submitted |
| In Progress | The sales order has been issued, and is in progress |
| Complete | The sales order has been completed, and is now closed |
| Cancelled | The sales order was cancelled, and is now closed |
## Create a Sales Order
Once the sales order page is loaded, click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Sales Order</span> which opens the "Create Sales Order" form.
@@ -27,6 +34,10 @@ A Sales Order is linked to a specific customer, select one in the list of existi
Fill out the rest of the form with the sales order information then click on <span class="badge inventree confirm">Submit</span> to create the order.
### Sales Order Reference
Each Sales Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md).
#### Add Line Items
On the sales order detail page, user can link parts to the sales order selecting the <span class="badge inventree nav side"><span class='fas fa-list-ol'></span> Line Items</span> tab then clicking on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> button.