Why is a Next status option greyed out?
A greyed Next status choice is waiting for its trigger or conditions, such as a signature, full payment or every PO item arriving.
Hover over the row to read the specific requirement. Complete that work or record the missing evidence before selecting the move.
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From other topicsWhy are my statuses or options empty after installation?
OrderPilot can still be finishing setup after your first sign-in, so starter statuses and options may appear a moment later. Reload in a minute and check the list again. Once the records appear, add your own category, vendor and template to complete the setup checklist.
What is the difference between options and order fields?
Options describe a product line and can add to its price; order fields collect information once for the whole quote or order. Fabric belongs on the Linden Sofa line, while Delivery floor belongs to the order.
Order fields never change the price. Options and order fields share one internal-name list, so each name can be used only once.
Do categories decide which options a product shows?
No. A template's options and bundles determine which choices it offers.
Categories group templates, set their Shopify product type, and carry warranty, terms, signature, deposit and commission rules. Assigning Linden Sofa to Sofas does not automatically add Fabric or Cushion Fill.
Can I delete an option?
No. Archive an option through More actions > Archive option instead. The option stops appearing on new products and orders, while saved orders keep their recorded choices.
Archiving preserves its template attachments. Open the option from Archived and choose Restore option to return it where it was used.