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Editing Quote & Job Order Statuses

 

Step 11a → Adding or Editing Quote Statuses

Click the Settings Tab > Statuses = Quote Statuses Tab. Here, you can edit the statuses assigned to quotes through the system, or add new quote statuses. To add a new status, click the “Add” button. To assign a status a “bad” or “active” status, click their respective checkboxes.


Step 11b → Adding or Editing Quote Status Groups

Click the Settings Tab > Statuses = Quote Status Groups Tab. Here, you can add or edit quote status groups. To add a quote status group, click the “Add” button. To edit a quote status group, click the pencil icon in the appropriate row.


Step 11c → Adding or Editing Job Order Statuses

Click the Settings Tab > Statuses = Job Order Statuses Tab. Here, you can edit our job order statuses, or you can add new ones. To add a new job order status, click the “Add” button. To edit an existing job order status, click the pencil icon in the appropriate row. To set the job order status to active or to show it on the load board, click their respective checkboxes.


Step 11d → Adding or Editing Job Order Status Groups

Click the Settings Tab > Statuses = Job Order Status Groups Tab. Here, you can add or edit job order status groups. To add a job order status group, click the “Add” button. To make a job order status group active, check the “Active” checkbox.


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