Edit Order Status

The following instructions are to edit an order's status. Note: An order cannot be updated after it has been completed.

Instructions

1. Access Orders > search for and open the order > Status History.
2. Click 'Edit Status.' See Example
   • If the Edit Status button does not display, the User Role assigned to you does not have permission for this feature. Update User Role Permissions. 
3. In the Edit Order Status modal, select the Status from the dropdown menu. Note: The order status cannot be reverted back to New.
4. Input a Reason.
5. Click 'Save.' See Example

Additional Information

• The status button in the order header reverts to the next appropriate status.
• The Notes tab tracks the employee, date, and status change information.