mirror of
				https://github.com/inventree/inventree-docs.git
				synced 2025-10-30 20:35:38 +00:00 
			
		
		
		
	Order status codes (#460)
* Add status code information for Sales Orders * Add status codes for purchase orders
This commit is contained in:
		| @@ -12,11 +12,18 @@ To access the purchase order page, click on the <span class="badge inventree nav | |||||||
| {% include "img.html" %} | {% include "img.html" %} | ||||||
| {% endwith %} | {% endwith %} | ||||||
|  |  | ||||||
| ### Purchase Order Reference | ### Purchase Order Status Codes | ||||||
|  |  | ||||||
| Each Purchase Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md). | Each Purchase Order has a specific status code which indicates the current state of the order: | ||||||
|  |  | ||||||
| ### Create Purchase Order | | Status | Description | | ||||||
|  | | --- | --- | | ||||||
|  | | Pending | The purchase order has been created, but has not been submitted to the supplier | | ||||||
|  | | In Progress | The purchase order has been issued to the supplier, and is in progress | | ||||||
|  | | Complete | The purchase order has been completed, and is now closed | | ||||||
|  | | Cancelled | The purchase order was cancelled, and is now closed | | ||||||
|  |  | ||||||
|  | ## Create Purchase Order | ||||||
|  |  | ||||||
| Once the purchase order page is loaded, click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Purchase Order</span> which opens the "Create Purchase Order" form. | Once the purchase order page is loaded, click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Purchase Order</span> which opens the "Create Purchase Order" form. | ||||||
|  |  | ||||||
| @@ -27,6 +34,10 @@ A purchase order is linked to a specific supplier, select one in the list of exi | |||||||
|  |  | ||||||
| Fill out the rest of the form with the purchase order information then click on <span class="badge inventree confirm">Submit</span>  | Fill out the rest of the form with the purchase order information then click on <span class="badge inventree confirm">Submit</span>  | ||||||
|  |  | ||||||
|  | ### Purchase Order Reference | ||||||
|  |  | ||||||
|  | Each Purchase Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md). | ||||||
|  |  | ||||||
| ### Add Line Items | ### Add Line Items | ||||||
|  |  | ||||||
| On the purchase order detail page, user can link parts to the purchase order selecting the <span class="badge inventree nav side"><span class='fas fa-list'></span> Order Items</span> tab then clicking on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> button. | On the purchase order detail page, user can link parts to the purchase order selecting the <span class="badge inventree nav side"><span class='fas fa-list'></span> Order Items</span> tab then clicking on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> button. | ||||||
|   | |||||||
| @@ -44,9 +44,9 @@ Each Return Order has a specific status code, as follows: | |||||||
| | Status | Description | | | Status | Description | | ||||||
| | --- | --- | | | --- | --- | | ||||||
| | Pending | The return order has been created, but not sent to the customer | | | Pending | The return order has been created, but not sent to the customer | | ||||||
| | In Progress | The return order has been sent to the customer | | | In Progress | The return order has been issued to the customer | | ||||||
| | Complete | The return order was marked as complete | | | Complete | The return order was marked as complete, and is now closed | | ||||||
| | Cancelled | The return order was cancelled | | | Cancelled | The return order was cancelled, and is now closed | | ||||||
|  |  | ||||||
| ## Create a Return Order | ## Create a Return Order | ||||||
|  |  | ||||||
|   | |||||||
| @@ -12,11 +12,18 @@ To access the sales order page, click on the <span class="badge inventree nav ma | |||||||
| {% include "img.html" %} | {% include "img.html" %} | ||||||
| {% endwith %} | {% 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. | 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. | 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 | #### 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. | 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. | ||||||
|   | |||||||
		Reference in New Issue
	
	Block a user