This FAQ goes over the Sales Order Status feature, and how it can be used in RepDesk.
The Sales Order Status is used to identify what status a sales order is in. There are 6 main statuses that are most relevant when searching or categorizing the sales order.
- Submitted- The means your order is complete and has been sent to the Vendor by submitting it.
- Unsubmitted- this means it has not been sent to the Vendor, this could be for various reasons, most likely the order is not ready.
- Commission Not Received- This order has not been reconciled with the commission to the rep.
- Commission Paid- The commission has been paid to the rep.
- Deleted- When you delete an order it can be searched with this filter.
- Canceled- When an order is completed but needs to be canceled by customer or rep.
*Note the sales order status can be customized but it is recommended to keep them as is.