'Sales status' is a field (in the list of 'Sales') that informs about the status of the process related to the sale of a work:
- Partially paid
- Reserved paid
- Reserve cancelled
- Sold in Showroom
- Reserved in Showroom
- No info
States are associated with a colour to make it easier to identify them. By default, when recording a sale, it will appear as 'Outstanding', with a yellow tag. Once payment has been registered, the status will automatically change to 'Partially paid', with a blue tag. You can also edit manually the status of a sale.
How can I modify a sales status?*
- Under the 'Sales' module, within the list, select the sale(s) whose status you want to modify, by checking the white box
- In the 'Tools' button that is located in the upper right corner, click on 'Change status'
- Select from the pulldown menu the new status that you want
- Lastly, click on 'Save'.
* Remember that when registering payments within a sale , the status of this will change automatically.