Settings – Action Statuses

The Statuses tab should be used to establish the relationship between certain actions within the system and the status of items. For instance, when a Deal is created, its status will be marked as Pending if this option is selected from the dropdown menu.

Deal Status Related Actions

• Lead Create – The status of a Lead when it is created.
• Booking Create – The status of a Deal when it is created.
• Option Create – The status of an Option type deal when it is created.
• Lead Assign – The status of a Lead when it is assigned to another user.
• Lead to Option – The status of a deal when a Lead is converted to an Option.
• Option to Booking – The status of a deal when an Option is converted to a Booking.
• Booking on Travel Date – The status of a deal when its start date is the current date.
• Booking after Return Date – The status of a deal when the return date has passed.
• Cancelled by Operator – The status of a deal when it is cancelled by the operator.
• Cancelled by Customer – The status of a deal when it is cancelled by the customer.
• Customer Invoice Created

Customer Payment Status Related Actions:

• Customer Payment Create – The status of the Customer Payment when a Deal is created and the Customer Payment entry is added to the Customer Payment List.

Customer Invoice Status Related Actions:

• Customer Invoice Create – The status of the invoice when it is created.
• Customer Invoice Credit – The status of the invoice when a credit note is created.
• Invoice Partial Payment – The status of the invoice when a partial payment is received.
• Invoice Full Payment – The status of the invoice when full payment is received.

Supplier Invoice Status Related Actions:

• Supplier Invoice Create – The status of the supplier invoice when it is created.

Supplier Invoice – Arrangement Status related actions

• Supplier Invoice final create – The status of the arrangement when creating a final supplier invoice.
• Supplier invoice credit – The status of the arrangement when crediting a supplier invoice.

Supplier Order – Order Status related actions

• Supplier order create – The status of the order when creating a supplier order.
• Supplier order email / host2host booking created – The status of the order when creating an order email or host2host booking.
• Supplier quote email / host2host booking created – The status of the order when creating a quote email or host2host booking.
• Supplier Order confirm – The status of the order when confirming a supplier order.
• Supplier Order decline – The status of the order when a supplier order is declined.
• Supplier Order cancel – The status of the order when cancelling a supplier order.

Supplier Order – Arrangement Status related actions

• Supplier order create – The status of the arrangement when creating a supplier order.
• Supplier order email / host2host booking created – The status of the arrangement when creating an order email or host2host booking.
• Supplier quote email / host2host booking created – The status of the arrangement when creating a quote email or host2host booking.
• Supplier Order confirm – The status of the arrangement when confirming a supplier order.
• Supplier Order decline – The status of the arrangement when a supplier order is declined.
• Supplier Order cancel – The status of the arrangement when cancelling a supplier order.

Statuses are selectable and can be modified in the respective choice lists but come predefined when the account is set up.