On Cloud, "Item Status" lets you track the status of the items (products) involved in a project. Cloud tracks two statuses for every item: Order status and Install status. You can access the Item Status page from "Settings > Project > Item Statuses."
Cloud provides all order and install statuses. You cannot add or delete statuses; you can only change their color and name to something more suitable for you. For example, rename the order status "Draft" to "Not Ordered" or "PO not Sent."
Order status
Order status helps you track the overall stock availability and procurement progress of the products in the project.
The following are the order statuses.
Status | Description |
Unordered | Stock availability or procurement need for the product is yet to be determined. |
Ready to Order | The product should be added to a Cloud purchase order (PO) and ordered. |
Draft | The product is added to a draft PO. |
Ordered | The product has been added to a Cloud PO and the PO has been sent to the supplier. |
Received | The product has been received via a PO sent from Cloud. |
Client Supplied | The product does not need to be ordered or used from stock because the customer supplies it. |
In Stock | The product is in stock and does not need to be ordered. |
Install status
Order status helps you track the installation status of the products in the project.
The following are the install statuses.
Status | Description |
Not Scheduled | The product installation is not scheduled. |
Planned | The product installation is scheduled. |
Staged | The product and any accessories are ready for pickup. |
Picked | The product is on its way to the work site. |
Delivered to Site | The product has been delivered to the work site but not yet installed. |
Installed | The product has been successfully installed. |