Sales order statuses – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Sales order statuses


Status Description Quote date visible
in the form
Order date visible
in the form
PDF header Addition of order items Creation of invoice positions
Draft quote Status when quote is being prepared. For internal use. Yes No Draft quote Yes No
Quote Status when quote is ready to be sent or has already been sent for the customer. Yes No Quote Yes No
Draft sales order Status when order confirmation is being processed internally. No Yes Preliminary order confirmation Yes No
Ordered Status when customer has placed an order. No
Note: If sales order status is set straight to Ordered status, quote date fields will be cleared automatically.
Yes Order confirmation Yes Yes
Confirmed Status when order confirmation has been sent for the customer. No Yes Order confirmation No Yes
Completed Status when products and services related to the order have been delivered and no invoices related to this order will be sent. No Yes Order confirmation No No
Note: New invoice position is not created after the credit note has been made.
Cancelled Status to be used if customer has cancelled the order. No Yes Order confirmation No No
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