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Topic · 8 guides

Statuses and workflow

Your order statuses, the status map and what moves an order on.

  • 8 guides
  • About 43 minutes in all
  • Updated 3 Nov 2026
Start with How order statuses work

Five guides, in the order you’ll use them

I want my statuses to fit our work
  1. GUIDE 1 · 6 MIN

    How order statuses work

    Learn how one status list runs quotes and orders, which moves the app makes for you, and what customers see of each status.

    Start guide 1

    YOU’LL BE ABLE TO

    • Explain how one status list serves both quotes and orders
    • Name the statuses and customer groups a new shop starts with
    • Predict which moves the app makes on its own, and which of them email
  2. GUIDE 2 · 6 MIN

    Set up your statuses and customer groups

    Add your own order statuses, choose what each allows, sort them into the customer groups shoppers see, and retire the ones you no longer use.

    Start guide 2

    YOU’LL BE ABLE TO

    • Add a status of your own and choose what it allows
    • Rename, recolour and reorder statuses, and move them between groups
    • Lock editing at a status, and know how Force Edit gets past the lock
  3. GUIDE 3 · 7 MIN

    How the status map works

    Understand how connections on the status map decide when an order moves, what each event, condition and action means, and what the editor shows.

    Start guide 3

    YOU’LL BE ABLE TO

    • Explain how the map picks which connection moves an order
    • Tell an automatic connection from a Next status button, and a system connection from your own
    • Look up every When, Only if condition and Then action a connection can use
  4. GUIDE 4 · 5 MIN

    Connect statuses and add Next status buttons

    Draw connections between statuses on the status map and give staff Next status buttons, such as Vendor confirmed, that move an order in one click.

    Start guide 4

    YOU’LL BE ABLE TO

    • Draw a connection between two statuses and name it
    • Turn a connection into a Next status button that can wait for a condition
    • Remove a connection you no longer need
  5. GUIDE 5 · 5 MIN

    Test, publish and restore the status map

    Check what your status map would do to a real order, publish it so orders follow it, apply it to open orders now, or restore an earlier version.

    Start guide 5

    YOU’LL BE ABLE TO

    • Test a draft or published map on a real order without moving it
    • Publish the map, and apply it to open orders at once if you want
    • Discard a draft you don’t want

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogCustomers and portalOnline storeEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

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