Tracking Status Examples
You can set up any tracking statuses that your company needs for keeping track of transactions. Following are some examples of tracking statuses that you might use for tracking various transactions. These are just some general ideas. They may or may not be appropriate for your company.
 Quotes
Quotes
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Send to Customer
- Sent to Customer
- Declined by Customer
- Ordered
- Expired
- Contact Customer
- Incomplete
- Complete
- Hold
- Ready to Process
 Sales Orders
Sales Orders
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Ship
- Ready to Invoice
- Expired
- Canceled
- Invoiced
- Investigate
- Contact Customer
- Incomplete
- Complete
- Hold
- Ready to Process
 Proposals
Proposals
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Work In Progress
- Ready to Invoice
- Expired
- Invoiced
- Investigate
- Contact Customer
- Incomplete
- Complete
- Hold
- Ready to Process
 Sales/Invoicing
Sales/Invoicing
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Send to Customer
- Sent to Customer
- Paid
- Investigate
- Contact Customer
- Incomplete
- Complete
- Hold
- Ready to Process
 Receipts
Receipts
                
                                                - New
- Current
- Approved
- Deposited
- Contact Customer
- Send Copy to Customer
- Copy Sent to Customer
- Investigate
- Incomplete
- Complete
- Hold
- Ready to Process
 Credit Memos
Credit Memos
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Send to Customer
- Sent to Customer
- Applied
- Investigate
- Contact Customer
- Incomplete
- Complete
- Hold
- Ready to Process
 Purchase Orders
Purchase Orders
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Send to Vendor
- Sent to Vendor
- Expired
- Canceled
- Complete
- Investigate
- Contact Vendor
- Incomplete
- Hold
- Ready to Process
 Purchases/Receive Inventory
Purchases/Receive Inventory
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Match to PO
- Matched to PO
- Ready to Pay
- Paid
- Investigate
- Contact Vendor
- Incomplete
- Complete
- Hold
- Ready to Process
 Payments and Write Checks
Payments and Write Checks
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Print
- Printed
- Ready to Send to Vendor
- Sent to Vendor
- Investigate
- Contact Vendor
- Incomplete
- Hold
- Ready to Process
- Cleared
 Vendor Credit Memos
Vendor Credit Memos
                
                                                - New
- Current
- Draft
- Ready for Approval
- Approved
- Ready to Send to Vendor
- Sent to Vendor
- Applied
- Investigate
- Contact Vendor
- Incomplete
- Complete
- Hold
- Ready to Process