In this video, we introduced the new job status field that allows you to categorize and track orders and invoices based on their current status, such as pending, in progress, or completed. You can find this field on both your orders and invoices, and selecting a job status is as simple as clicking the drop-down menu. We also explained how to create job statuses in the point-of-sale settings, similar to creating sales tags. Once added, you can view these statuses in your reports, including the Open Orders Report and Sales Performance Report.
Standard Operating Procedure for Assigning Job Status to Orders and Invoices
Objective
This SOP outlines the steps to assign job statuses to orders and invoices, enabling effective categorization and tracking of jobs based on their current status.
Key Steps
1. Accessing Job Status Field 0:19
Navigate to your orders or invoices.
Locate the job status field.
2. Assigning Job Status to an Order 0:26
Click on the job status field.
Select the appropriate job status (e.g., Pending, In Progress, Completed).
Click 'Save Order' at the bottom of the screen.
3. Assigning Job Status to an Invoice 0:37
Go to the job status field on the invoice.
Choose the desired job status.
Click 'Save Tags and Job Status' to save your changes.
4. Creating Job Statuses in Point-of-Sales Settings 0:50
Access point-of-sales settings.
Go to the 'Sales Tags' tab.
Click the plus tag button to create new job statuses.
Enter the name of the job status and select the sales type.
5. Using Job Statuses in Reports 1:21
Open your Sales Performance Report.
Click on 'Advanced Filters'.
Select your job status from the Sales Tags dropdown to filter the report.
6. Viewing Job Statuses in Reports 1:52
Review the filtered report to see orders associated with the selected job status.
Cautionary Notes
Ensure that job statuses are created before attempting to assign them to orders or invoices.
Double-check that the correct job status is selected to avoid misclassification.
Tips for Efficiency
Regularly review and update job statuses to reflect current workflow needs.
Utilize the filtering feature in reports to quickly access relevant data.