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Products

Working with Product Statuses

Use product statuses to track sourcing, approval, procurement, payment, and delivery progress.

Written By Julia M.

Overview

A product's status shows where it is from sourcing to installation.

The statuses

Draft, Allowance, Sourcing, Proposed, Approved, Backordered, In-PO, Ordered, Shipped, Out For Delivery, Delivered, Received, Installed, Return, Returned.

The status lists themselves are managed in Settings → Studio → Library and statuses → Statuses.

Change a status

  • One product: click the status in the Library row, or open the product and use Status under Overview.

  • Many products: tick them, click Bulk edit, choose Status and a value, then Apply.

Bulk edit dialog with Field and New value

Statuses in reports

Filter a report by status (Status, vendor and tag filters) or group a schedule by Status. The schedule's summary page counts products by status and lists items waiting for your approval.

Important limitations

  • In Bulk edit, the Status values offered were Active, Discontinued, Backordered, Sample only in our test account — different from the list above. Check the result after a bulk status change.

Related articles

  • Bulk Editing Products

  • Managing Procurement Tracking