Understanding Differences in Order Status and Status History

Understanding Differences in Order Status and Status History

Summary

This article explains the differences in Order Status and Status History as used in Solatech Window Covering Software version 4.x and later, and how they relate to the Order Status as used in Solatech Window Covering Software version 3.x and earlier

More Information

In Solatech version 3.x and earlier, Status and History were combined into a single table, which caused a fair amount of confusion. Different people interpreted it in different ways, and almost nobody was satisfied with how it worked.

In Solatech version 4.x and later, Status and History were separated into different tables. In making the transition from version 3.x to version 4.x, there is not a direct correlation between the two, and additional confusion is the result.

Order Status

Order Status is a single state - the current status of the order or quote. While there are some aspects that are/can be automatically set depending on your preference settings, often the status is manually changed to reflect what the current state of the order/quote is.

Status History

The Status History, on the other hand, maintains a history of significant events during the order/quote's lifetime, including the date on which a particular milestone was reached.

APPLIES TO

  • Solatech Window Covering Software 4.1
  • Solatech Window Covering Software 4.2
  • Solatech Window Covering Software, 3.x

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