Find or create an order status

Review and filter Order Status records before starting a new status record when no suitable existing status is found.

Before you start

• Permission to view, create, or update sales configuration records.

Steps

1. Search on Order Status — Enters identifying text to locate a status record.
2. Apply filter on Order Status — Refreshes the displayed list according to the applied search or filter criteria.
3. New on Order Status — Starts a new Order Status record.
4. Ok on Order Status — Confirms creation of the current record.
5. Cancel on Order Status — Abandons the current new-record action.

Result

Abandons the current new-record action. Confirm this on Order Status.

Screens involved

Configurations > General Settings > Order Status