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
- 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
- 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
- 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
- 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
- New
- Current
- Approved
- Deposited
- Contact Customer
- Send Copy to Customer
- Copy Sent to Customer
- Investigate
- Incomplete
- Complete
- Hold
- Ready to Process
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
- 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
- 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
- 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
- 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