Status Library Setup

Setting up your automated Sales Order process requires linking three key components. The first and most essential step is creating your Status Library, which defines all the names and terms your team will use across the system.

First, let's make sure the system speaks your language. EasyBiz Cloud uses a set of fixed system steps (like Draft and Fulfillment) that are the foundation for your custom workflows.

You control the Display Name for each of these steps, allowing you to use your existing, established names. This makes every stage instantly clear and recognisable to your staff.

Let's walk through the steps for setting up a new status in the status library:

Find the Setup Screen: Head over to Settings > Order Management and select Status Library.
Create a new status: Click the + Add New Status button to define a new status name.
Customise the Name and Category: In the creation window, you have two key decisions:
- Status Name: Enter the exact name your team uses (e.g., "Pending Pickup" or "Ready for Collection"). This name will appear in Workflow Step when building your Workflow, and it will be visible to your staff on the sales order.
- System Category: Choose the appropriate high-level category (e.g., DRAFT, FULFILLMENT, etc.) from the dropdown menu. This tells the system the fundamental stage of the order that this status represents.
Click Create when you are done.

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Up next

Designing Your Workflow

With your custom status names defined, you are ready to build the sequential process that is unique to your business.