Order settings
Overview
This page maintains the order module's status catalogue. Shipped are draft, confirmed, awaiting payment, partially delivered, delivered, completed and cancelled — all adjustable, because statuses are data rather than program.
Worth placing correctly: the status is the order's overall position. The three progresses for delivery, invoicing and payment are not replaced by it and continue to run independently, see Orders.
Core tasks
Maintain statuses. Per entry: key, label, category, colour, sort order, plus default and active. The categories are open, in progress, done and cancelled.
The category is again the field with consequences: from it the system knows whether an order is still running. A custom status such as "awaiting customer approval" without a category falls out of every evaluation of open orders.
Set the default. The status marked as default is pre-set on new orders.
Deactivate rather than delete — existing orders keep their status.
Fields in detail
The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.
Order status
| Field | Required | Values / format | What it does |
|---|---|---|---|
Key key | yes | short, stable text | The technical identifier for automation, reporting and the interface. Do not change it once orders sit on it. |
Label label | yes | text | What the user sees. Freely changeable without touching existing documents. |
Category category | no | open, active, done, cancelled | The business meaning behind your name. The system decides by it which orders are due for picking and what counts as open order backlog — not by the name. |
Colour color | no | colour value | Colour of the status marker. |
Order sortOrder | no | number | Position in the selection. |
Default isDefault | no | yes/no | The status a new order starts on. |
Active active | no | yes/no | Off means no longer selectable; existing orders keep it. |
Settings & permissions
- Module
module.sales. - Permission
sales.config.manage. - The key is permanent, the label changeable at any time.
- Order numbers come from the number scheme, not from here, see
FAQ & troubleshooting
The evaluation of open orders is wrong. Check the categories. Only what counts as open or in progress is included.
A status cannot be selected. It is deactivated.
New orders start in the wrong status. Check which entry is marked as default.
Where do I set when delivery is allowed? Not here. Delivery release depends on the payment method and the permission, see Orders.