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Orders

Understand order statuses

Use order statuses consistently so everyone can see where an order is in the workflow.

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What an order status communicates

An order status should answer a simple operational question: what stage is this order currently in?

The exact available statuses depend on the way the PrepTechPro workflow is configured, but your team should use each status consistently.

Status best practices

  • Change the status when the order actually moves to the next stage.
  • Do not use status as a substitute for detailed notes.
  • Avoid leaving completed work in an earlier active status.
  • Review unusual or stalled orders regularly.

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