Take a Tour : PurchaseManager
Define a set of progress steps (templates) for orders
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Every order has a lifecycle, for example 'Order Placed', 'Order Acknowledged', 'Goods Received', 'Goods Checked', 'OK to Pay'. Many businesses have their own unique set of steps; we let you define these sets of steps and define one set as a default. These steps can be as simple as one step or as complex as seven steps. When you define the steps you can give them names and decide if that step involves emailing the supplier (and cc others), you can also define the deafult email text for that email and insert 'merge' fields to embed the suppliers name or other details in the default text.
The main interface clearly shows you the present state of the order, to move the order status on to the next step, simply double-click on the next step on the progress chart.
