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How to set the Accounts Order Status for Unleashed
How to set the Accounts Order Status for Unleashed

This article outlines how to choose the Unleashed order status on a Quote/Sales Order before you confirm an Order.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago


  • You'll need CRM Admin rights in order to follow the steps in this article

Changing Account Order Status on Quote/Sales Order

Click into any unconfirmed Quote/Sales Order. In the Status section, select the drop-down under "Accounts Order Status".

Choose the status that's most suited for the Order - whether it be "Parked", "Backordered" or "Placed". Press 'Confirm' on the Quote/Sales Order to sync it to Unleashed with the selected status.

Adding Account Order Status to an Order Report

To view all your Orders and their Accounts Order Status, head to the Account Manager Dashboard, and select the 'See More' on the Orders tile.

You'll then be presented with an Orders Report that displays all your current order information from this month.

To see the Order statuses of all your Orders, add the Order Status field to your Report by clicking on the further options menu (three dots) then clicking 'Select Fields'.

You'll be presented with a list of fields to select from. Find the Order Status field, then click 'Submit' to add this column to your Report.

The Report will now show the Order Status for each of your orders.

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