Create custom statuses for demands
Allows you to manage optional custom statuses to identify the stages in the flow of active demands.
The system allows you to register up to 10 optional statuses.
The statuses can represent all the stages of the request until the demand is finalized, according to the following example flow:
Approved: the request has been analyzed and accepted.
Fulfilled: the order has been placed.
Invoiced: the invoice has been issued.
Forwarded: the order has been sent to the customer.
Lost: the order has not reached the customer.
Received: the customer has confirmed receipt of the order.
This form facilitates traceability and control of demand, since it is possible to filter the desired statuses.
In addition, the statuses can make it possible to control logistics factors, such as deadline, carrier name, etc.
Who can use this feature
Users with the Admin or Supply settings management permissions
Instructions
Go to Settings > Supplies
Locate the Customised demand statuses option
Click on the + Create button
Enter the name for the status that will be assigned to the supply demands
Click on the Save button
To delete a status, go to Edit or delete records.
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