Set up the Status Library

What is a Status Library?

Now that you’ve defined how orders are created, you need a way to track them as they move through your business. The Status Library is a collection of "stages" (e.g., Order created, Processing, Ready for Pickup) that you will use to track the progress of an order.

Think of these as the milestones in your order workflow. By setting these up, you gain the ability to see exactly where every customer's order is at any given moment.

Access the Status Library Tab

Head over to the Status Library tab to start defining the names of your stages in your order record.

On the top navigation bar, click the Gear Icon (Settings).

Select Operations from the dropdown menu.

Within the Operations dashboard, click on Order Management.

This is the central hub where you define your sales orders, the steps necessary for your team to create an order, and the processes tied to that order.

Click on the Status Library tab to start adding your statuses (the name of the different stages in an order).

Add a new Status

To add a new status to your library, click on the + Add New Status button.

A pop-up window will appear. Here is how to set up your fields:

• Status Name: The name of the status (This will appear as a process in the order).
• Status Category: In EasyBiz Cloud, we understand that an order moves through different processes. To ensure that you gain visibility into what is happening in an order and know what process the order is in, you need to link your status name together with the current process of the order.
  • Draft: The order has been created but work has not started yet. Use this for new orders waiting to be processed or sent to the production area.
  • Quoted: Used when an order is awaiting price approval from the customer before any work begins.
  • Confirmed: The order is now official and work is currently in progress. This indicates the order is active in your shop or factory.
  • Fulfilled: The order is fully completed and has been picked up by or delivered to the customer.
  • Cancelled: The order has been stopped and is no longer moving forward.

When you have filled in the details of your new status, click on the Create button to add a new status.

A confirmation on the bottom right of your screen will appear and you should now see the status you just created in the table view of your Status Library.