In RO App, each work order status belongs to a specific group, and each of these groups has its own characteristics and logic. In this article, we will take a detailed look at the purpose of each status group and their characteristics.
“New” status group
This group includes statuses that indicate newly created work orders. They have not yet been taken up by employees and have no completed actions. The background color of statuses belonging to this group is blue.
Features:
Used for initial work order recording;
Work orders in this group are usually awaiting confirmation, verification, or processing by an employee;
Used for automatic statuses after creating a work order from the website and integrations through which work orders are transferred to the RO App.
“In progress” status group
A status group for work orders that have already been accepted for processing. This is the active stage of order processing. The background color of statuses belonging to this group is green.
Features:
Means that the responsible employee is already working on the work order;
May include several internal stages (preparation, completion, coordination with the client);
Used for active processes and their control.
“Pending” status group
This group includes work order statuses that have been temporarily suspended for various reasons (additional coordination with the customer, awaiting delivery of products, etc.). The background color of statuses belonging to this group is orange.
Features:
Applies if there is no payment, products in inventory, or response from the customer;
The work orders are not closed, but are not actively being processed;
Convenient for returning the work orders to the “In progress” group.
“Delivery” status group
This group covers work order statuses that have been transferred to the logistics service, courier, or are in the process of delivery. The background color of statuses belonging to this group is light blue.
Features:
Can be used in conjunction with delivery integrations;
Statuses can be changed automatically based on the waybill using integrations;
Convenient for tracking shipments and controlling delivery to the customer.
With the help of the “Delivery” status group, you can organize a separate logistics process. Learn how to organize order delivery in RO App.
The status groups “In progress,” “Pending,” and ‘Delivery’ have the setting “Add non-deducted products to the Client backorders list” which automatically displays unwritten products added in this status on the page Inventory > Purchase orders > Client backorders.
“Done” status group
A status group for work orders that are fully prepared for the next step. The background color of statuses belonging to this group is black.
Features:
Work orders can be assembled, completed, or approved;
Can be used before transfer to delivery or release to the customer;
Allows you to separate the completion of internal work from the delivery stage.
Work orders with statuses from this group are placed in the “Awaiting payment” badge.
“Closed” status group
Group of final work order statuses. It is divided into two subgroups.
Features:
For the “Closed successfully” and “Closed unsuccessfully” status groups, the “Enable closing past date” setting is available.
“Closed successfully”
Indicates work orders that have been completed with a positive result. The background color of statuses belonging to this group is gray.
Features:
The product has been delivered or the service in the work order has been provided;
Financial transactions have been completed;
The work order does not require further action.
“Dropped off”
Used for work orders that have not been fulfilled. The background color of statuses belonging to this group is light gray.
Features:
Possible reasons: customer refusal, cancellation, inability to fulfill;
Allows you to save the work orders without deleting them, simply by transferring them to the statuses of this group.
Important for analytics and loss control.
For more details, see how to register a successful and unsuccessful work order closure.