In order to meet the unique needs of your business, CoreBridge offers the capability to create custom Line Item Statuses and Line Item Substatuses. These can help you in keeping your Orders and Estimates organized within your business.
Table of Contents:
- Setting Up Line Item Statuses
- Setting up Line Item Substatuses
- Linking a Line Item Substatus to a Line Item Status
- Using Line Item Statuses and Line Item Substatuses
Setting Up Line Item Statuses
To create a new Line Item Status navigate to Settings / Workflow / Line Item Statuses.
1. Select Estimate, Order or Purchase Order from the tabs along the top. These are the main system Statuses automated by CoreBridge and cannot be deleted.
2. Select a Substatus from the green and white bar. This is where your new Line Item Status will be located.
3. Click the Green Plus icon.
4. Enter the information for the New Item Status.
Note: Fields with a red asterisk are required.
a. Item Status - This is the name of the new Line Item Status as it will appear internally when creating Estimates and Orders.
b. Customer Portal Name - This is the name that will be shown when viewed by your customer in their portal.
Note: This field will automatically populate with the same name chosen for the Item Status. However, this can be changed to a unique name.
c. Item Substatus - Select which Item Substatus or Substatuses you would like to associate with this New Item Status.
Note: Click the X on the far right to clear this field.
5. Click Save.
Setting up Line Item Substatuses
To create a custom Line Item Substatus navigate to Settings / Workflow / Line Item Substatuses.
1. Select the Green Plus icon.
2. Enter a name.
3. Select the Green Check icon.
Linking a Line Item Substatus to a Line Item Status
After creating a Line Item Substatus, it must be linked to a Line Item Status before it can be used.
To begin linking your Line Item Substatus navigate to Settings / Workflow / Line Item Statuses.
1. Select the desired Line Item Status.
2. Using the dropdown menu, choose the Line Item Substatus you would like to link to the Line Item Status.
Note: You can link multiple Line Item Substatuses to each Line Item Status.
3. Select Save.
Using Line Item Statuses and Line Item Substatuses
Line Item Statuses and Line Item Substatuses can be used within any Order or Estimate.
Navigate to Sales / Estimates or Orders and select an Order or Estimate.
1. Select Line Items tab.
Note: Each Line Item within an Order or Estimate can be labeled with a Line Item Status and Line Item Substatus.
2. Using the drop down menu chose the desired Item Status.
3. Using the drop down menu chose the desired Item Substatus.
