Order Statuses - Revision history

SarahK at 21:03, 26 April 2022

2022-04-26T21:03:14Z

SarahK at 21:30, 14 April 2022

2022-04-14T21:30:38Z

SarahK at 22:39, 1 March 2022

2022-03-01T22:39:29Z

SarahK at 20:34, 4 August 2020

2020-08-04T20:34:03Z

SarahK at 20:58, 4 May 2020

2020-05-04T20:58:51Z

John at 12:32, 14 August 2012

2012-08-14T12:32:48Z

John: Created page with 'Ticket statuses allow you to better organise your workflow & the setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order…'

2012-07-08T21:54:43Z

Created page with 'Ticket statuses allow you to better organise your workflow & the setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order…'

New page

Ticket statuses allow you to better organise your workflow & the setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order Statuses'''.

The ticket system has '''4''' core statuses. These are '''Pending, Active, Fraud and Cancelled'''. As the core system statuses, this means that tickets are set to them automatically by the system when various events occur. For example when an order is flagged as fraudulent by a fraud protection module it's set to "Fraud. The names of these statuses therefore cannot be changed, but you can still edit their color and the way they are treated.

This is particularly useful for more complex products for which completion may take longer such as dedicated servers or website design so staff members can see more detailed updates on the progress of the client's order. For web design statuses such as ''Awaiting Approval'', ''Design Sent'' or ''Pending Revisions'' may be appropriate, for dedicated servers statuses such as ''Building'' or ''Software Configuration'' could be used.

You can add any additional statuses that you want and these will then appear in the admin order details page as options for you to assign orders. The options you select allow you to determine how they are handled by the system and are explained in more detail below. The status of an order can be changed from the [http://docs.whmcs.com/Order_Management#Managing_Orders Order Details page].

==Status Options==

For each order status, you can set the following attributes:

*'''Status Color''' - A six-digit hexadecimal representation of the color to display that status in
*'''Include in Pending''' - Ticking this box includes the status in the orders considered Pending (Orders > Pending Orders)
*'''Include in Active''' - Ticking this box includes the status in the orders considered as Active (Orders > Active Orders)
*'''Include in Cancelled''' - Ticking this box includes the status in the orders considered as Cancelled (Orders > Cancelled Orders)
*'''Sort Order''' - This determines in what order the orders statuses are displayed.

@@ Line 9: / Line 9: @@
 This is useful products that take longer to complete, like dedicated servers or website design. It allows staff members to see more detailed updates on the progress of the client's order. For web design, statuses like ''Awaiting Approval'', ''Design Sent'' or ''Pending Revisions'' may be appropriate. For dedicated servers' statuses, you could use ''Building'' or ''Software Configuration''.
-You can add more statuses, which will then appear in the admin order details page as options for you to assign orders.  The options you select allow you to determine how the system handles them (see below). You can change the status of an order on the [http://docs.whmcs.com/Order_Management#Managing_Orders Order Details page].
+You can add more statuses, which will then appear in the admin order details page as options for you to assign orders.  The options you select allow you to determine how the system handles them (see below). You can change the status of an order in the [[Order Management#Managing_Orders|order details]].
 ==Status Options==
@@ Line 16: / Line 16: @@
 *'''Status Color''' — A six-digit hexadecimal representation of the color to display that status in.
-*'''Include in Pending''' — Check this box to include the status on Pending orders (Orders > Pending Orders)
+*'''Include in Pending''' — Check this box to include the status on '''Pending''' orders ('''Orders > Pending Orders''')
-*'''Include in Active''' — Check this box to include the status on Active orders (Orders > Active Orders)
+*'''Include in Active''' — Check this box to include the status on '''Active''' orders ('''Orders > Active Orders''')
-*'''Include in Cancelled''' — Check this box to include the status on Cancelled orders (Orders > Cancelled Orders)
+*'''Include in Cancelled''' — Check this box to include the status on '''Cancelled''' orders ('''Orders > Cancelled Orders''')
 *'''Sort Order''' — This determines the display order for statuses.

@@ Line 1: / Line 1: @@
 Order statuses allow you to better organise your workflow.
-You can work with order statuses at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''.
 == Core Statuses ==

← Older revision		Revision as of 22:39, 1 March 2022
Line 1:		Line 1:
−	Order statuses allow you to better organise your workflow. ~~The setup area allows you to customise the default~~ statuses ~~as well as creating your own via~~ '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''.	+	Order statuses allow you to better organise your workflow.
		+
		+	You can work with order statuses at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''.
		+
		+	== Core Statuses ==

	The order system has '''four''' core statuses. These are '''Pending, Active, Fraud, and Cancelled'''. The system sets orders to these automatically when various events occur. For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.		The order system has '''four''' core statuses. These are '''Pending, Active, Fraud, and Cancelled'''. The system sets orders to these automatically when various events occur. For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.

← Older revision		Revision as of 20:34, 4 August 2020
Line 1:		Line 1:
−	Order statuses allow you to better organise your workflow. The setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order Statuses'''.	+	Order statuses allow you to better organise your workflow. The setup area allows you to customise the default statuses as well as creating your own via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''.

	The order system has '''four''' core statuses. These are '''Pending, Active, Fraud, and Cancelled'''. The system sets orders to these automatically when various events occur. For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.		The order system has '''four''' core statuses. These are '''Pending, Active, Fraud, and Cancelled'''. The system sets orders to these automatically when various events occur. For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.

@@ Line 1: / Line 1: @@
-Order statuses allow you to better organise your workflow & the setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order Statuses'''.
+Order statuses allow you to better organise your workflow. The setup area allows you to customise the default statuses as well as creating your own via '''Setup > Other > Order Statuses'''.
-The order system has '''4''' core statuses.  These are '''Pending, Active, Fraud and Cancelled'''. As the core system statuses, this means that orders are set to them automatically by the system when various events occur.  For example when an order is flagged as fraudulent by a fraud protection module it's set to "Fraud. The names of these statuses therefore cannot be changed, but you can still edit their color and the way they are treated.
+The order system has '''four''' core statuses.  These are '''Pending, Active, Fraud, and Cancelled'''. The system sets orders to these automatically when various events occur.  For example, when a fraud protection module flags an order as fraudulent, the system sets it to "Fraud. You can't change the names of these statuses, but you can still edit their color and the way the system handles them.
-This is particularly useful for more complex products for which completion may take longer such as dedicated servers or website design so staff members can see more detailed updates on the progress of the client's order. For web design statuses such as ''Awaiting Approval'', ''Design Sent'' or ''Pending Revisions'' may be appropriate, for dedicated servers statuses such as ''Building'' or ''Software Configuration'' could be used.
+This is useful products that take longer to complete, like dedicated servers or website design. It allows staff members to see more detailed updates on the progress of the client's order. For web design, statuses like ''Awaiting Approval'', ''Design Sent'' or ''Pending Revisions'' may be appropriate. For dedicated servers' statuses, you could use ''Building'' or ''Software Configuration''.
-You can add any additional statuses that you want and these will then appear in the admin order details page as options for you to assign orders.  The options you select allow you to determine how they are handled by the system and are explained in more detail below. The status of an order can be changed from the [http://docs.whmcs.com/Order_Management#Managing_Orders Order Details page].
+You can add more statuses, which will then appear in the admin order details page as options for you to assign orders.  The options you select allow you to determine how the system handles them (see below). You can change the status of an order on the [http://docs.whmcs.com/Order_Management#Managing_Orders Order Details page].
 ==Status Options==
@@ Line 11: / Line 11: @@
 For each order status, you can set the following attributes:
-*'''Status Color''' - A six-digit hexadecimal representation of the color to display that status in
+*'''Status Color''' — A six-digit hexadecimal representation of the color to display that status in.
-*'''Include in Pending''' - Ticking this box includes the status in the orders considered Pending (Orders > Pending Orders)
+*'''Include in Pending''' — Check this box to include the status on Pending orders (Orders > Pending Orders)
-*'''Include in Active''' - Ticking this box includes the status in the orders considered as Active (Orders > Active Orders)
+*'''Include in Active''' — Check this box to include the status on Active orders (Orders > Active Orders)
-*'''Include in Cancelled''' - Ticking this box includes the status in the orders considered as Cancelled (Orders > Cancelled Orders)
+*'''Include in Cancelled''' — Check this box to include the status on Cancelled orders (Orders > Cancelled Orders)
-*'''Sort Order''' - This determines in what order the orders statuses are displayed.
+*'''Sort Order''' — This determines the display order for statuses.