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Item Status

An introduction to the Item Status functionality on Cloud

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Written by Ashok P

On Cloud, "Item Status" allows you to track the status of the products involved in a project.

Cloud provides two types of item statuses: Order status and Install status. While you cannot add or delete the statuses we provide by default, you can change the color and the name of the statuses 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

The stock availability or the procurement need for the product is yet to be determined.

In Stock

The product is in stock and need not be procured.

Ready to Order

The product will need to be added to a Cloud PO and ordered.

Draft

The product is added to a draft PO.

Ordered

The product has been placed in a Cloud PO and sent to the supplier.

Received

The product has been received via a PO sent from Cloud.

Client Supplied

The product need not be ordered or used up from stock as the customer will supply it.

Install status

Order status helps you track the installation status of the products in the project.

The following are the install statuses.

Status

Description

Planned

The installation for the product is scheduled.

Staged

The product and accessories, if any, are waiting to be picked up for installation.

Picked

The product is on its way to the site for installation.

Installed

The product has been successfully installed.

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