Basics: What is an Order Status?

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Function of Order Statuses

Every order that you create in Assignar has a status. Order statuses have 2 functions:

  1. Signals which stage an Order is in.
  2. Allows workers to confirm or decline their shift.

Types of Order Statuses

There are 5 order statuses in Assignar. Each status has a color to help you see which stage the order is in. These are fixed and cannot be customized.

  1. Pending - (Orange) - ensures the allocation is not live in the app for workers to see. You would use this status while creating an order and still allocating resources.

  2. Confirmed - (Green) - pushes the allocation to the worker's app, notifying them of upcoming work to confirm or decline.

  3. Declined - (Red) - removes the allocation from the app and helps you keep track of canceled jobs.  

  4. Invoiced - (Pink) - used when your accounts team has processed the order data and sent an invoice to the client. 

  5. New - (Blue) - used when someone creates an order from the Assignar Mobile App.

 

How to Change an Order Status

There are 2 ways to update an order status:

Option 1:

  1. Go to Work Planning > Work Orders

  2. Click on the order ID of the order you wish to update

  3. Select a new status from the drop-down list in the Status column

  4. Click on the green checkbox (last column on the right) to confirm. You'll see a confirmation message stating “Work Order updated”

Option 2:

  1. Go to Work Planning > Work Orders
  2. Find the order you wish to update
  3. Click on the three vertical dots in the last column > Edit
  4. Select a new status from the drop-down list in the Status field

  5. Click Save Work Order when finished. You'll see a confirmation message stating “Work Order updated”

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