Order statuses and the Board
What the eight order statuses are for, how to move an order on the Board or the order page, and what each status changes in Salone.
On this page
Every order has a status that shows where the job is. This article explains the statuses, how to change them, and what each one affects.
The eight statuses
Every account has the same eight statuses. They can't be renamed, and there are no others. Salone does not force an order through them in order: you can move an order to any status at any time.
Here is how most showrooms use them. Treat these as suggestions.
| Status | Typically means |
|---|---|
| New | Just created. First contact or first measure |
| In Progress | Being designed, specified and quoted |
| Order Placed | You have placed the orders with your suppliers |
| HOLD | Paused, for example waiting on a permit or the client |
| Delivered | The materials have arrived |
| Installed | Installation is done. Final touches or punch list left |
| Complete | The job is finished and closed out |
| Cancelled | The job is not going ahead. You keep the record |
Move an order on the Board
The Board shows every order as a card, in one column per status, including Complete and Cancelled.
Open the Board
Click Board in the left-hand menu.
Drag the card
Drag the order's card to the new column. The change saves straight away. If it can't save, the card jumps back and a message asks you to try again.
Each card shows the client and order title, the order number, the designer and the Current Tasks (free text) note. Click open on a card to go to the order.
Change the status on the order page
At the top of every order there is a bar with the eight statuses. Click a status to switch to it. It saves straight away.
You can also change the status in the Job card on the Spec tab: click Edit, choose a Status, then Save. Or ask Aida in plain words (see Aida, your order assistant).
What each status changes in Salone
| Where | What the status does |
|---|---|
| Orders list | Complete and Cancelled orders are hidden unless you tick Show completed & cancelled or pick a status in the filter |
| Dashboard | Shows a count per status. Installation alerts only look at In Progress orders. Follow-ups leave out Complete orders |
| Finance | Cancelled orders are left out. Every other status counts |
| Google review requests | Changing an order to Complete starts the review email countdown, if review requests are set up |
| Calendar | Shows orders in every status |
Good to know
- The Board has no search or filters. To find one order, use the search box on the Orders page.
- In each Board column, the most recently updated orders are at the top.
- An order with no status shows as New.
- Add-on orders use the same eight statuses, but they don't appear on the Board. See Add-on orders.
- Salone does not keep a history of status changes (only changes made with Aida appear under Activity). If it matters who moved an order and when, add a note on the order.