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Guide: Order Status in Allmoxy

Understanding Allmoxy Order Statuses

Allmoxy's workflow is built around orders and their progression through various statuses from creation to shipment. These statuses automate numerous workflows throughout your production process, helping you track jobs efficiently from start to finish.

Bid Status

The Bid status is where every order begins:

  1. Functions as your quote or draft stage
  2. Can be saved and revisited later
  3. Allows saving with red 🚫 validations to address later
  4. Supports triggers when created (though not typically recommended)
  5. Customers can either "Save as Bid" or "Submit Order"

Use Bid status to prepare quotes for customers before they're ready to place orders.

Order Status

When an order is confirmed:

  1. For employees: Status must be manually changed from "Bid" to "Ordered" using the status dropdown
  2. All red 🚫 validations must be resolved at this stage

‼️ Important: Order status locks in pricing and part configuration. Any modifications after this point will trigger recalculation using the most recent pricing/part changes.

Automated Workflows

Once a bid moves to Order status, you can:

  1. Attach tags to products and attributes requiring specialty inventory
  2. Send confirmation triggers with quotes to customers
  3. Alert your internal team about newly placed orders

After customer order placement, subsequent status changes happen internally:

Verified Status

  1. Creates a read-only view for customers, preventing further changes
  2. ‼️ Employees should manually review:
    1. Ship date, shipping method, and customer address
    2. Order production feasibility
  3. Change status from "Ordered" to "Verified" using the dropdown
  4. You can enable auto-verification to immediately prevent customer changes when they submit orders. Only recommended if you're confident your products need no manual review.

In Progress Status

This status indicates active production:

  • Enables time tracking for specific tasks
  • Can be updated manually from "Verified" to "In Progress"
  • Or updated via the Work Schedule Report:
                      1. View verified orders on the Work Schedule Report
                      2. Select a Production Line
                      3. Click "Start Job" to automatically update status to "In Progress"

Completed Status

Indicates the job is in final production stages:

  • Best Practice: Use barcode scanning to automatically update orders at key points
  • Ideal scanning points: quality checks, assembly, or finishing processes

Shipped Status

An order reaches Shipped status when:

  • Customer pickup is complete (Will Call)
  • Order is placed on delivery truck

Use the Shipping Report or barcode scanning tool to mark orders as Shipped. Once shipped:

  • Order invoice appears in the Invoices Export Queue
  • Invoice is added to all Sales reports

On Hold Status

Use when:

  • Production needs to pause
  • Order is waiting for back-ordered materials

Void Status

For orders that will not progress through the system:

  • Jobs in Bid or Ordered status can be deleted
  • Orders in other statuses must be voided
  • Voided orders are filtered out of most searches and reports
  • Can be recalled by filtering to show "Void" order status