Order Statuses
Order statuses play an important part in the business processes and how stock / availability is shown in OCAT
The list of order statuses always includes the basic ones, plus any that are specific to platforms you connect to. E.g Woo-commerce
Quote or Order – Differentiated by status
A quote is just an order with the status Quotation / Offer
Active & In-Active statuses
When OCAT Displays inventory information (Qty Shipped, Qty Invoice etc) it uses the status to decide if the order’s inventory totals are included in the summary figures
To display the inventory summary, click on any of the inventory buttons at the top right of the product or order product grid:-
Icons
- Red battery = Stock level is below the minimum quantity
- Green warehouse = Quantity in stock
- Blue Order Book = Quantity on purchase orders
- Gold Order Book = Quantity on sales orders
Statuses fit into two groups:-
- Active – Ordered quantities are included in the inventory summary
- In-active – Ordered quantities are not included in the inventory summary
In-Active statuses
- OCAT Quotation / offer
- OCAT Despatched
- OCAT Received
- OCAT Fulfilled
- OCAT Cancelled
Active Statuses
All the other statuses are active statuses. The quantities of product on orders with these active statuses are reflected in the inventory summary
Sending & Receiving Items
When you send items or receive items OCAT automatically changes the status of an order:-
- All the stock has been sent or received – Status changes to OCAT Despatched / Received
- Stock has been partially sent or received – Status changes to OCAT Partially Despatched / Received
- Stock has been over sent or received – Status changes to OCAT Over Despatched / Received