Changing Order Status

As you continue to work on an order, you may need to change its internal status several times to keep track of your progress.  At any time, you can go back and change the status of an order by simply opening the order for editing as described in the prior section.

  1. From your XSite's order management, find and double-click the order you wish to edit.
  2. When the order details appear, click Add Internal Status in the top toolbar.
  3. You're offered a set of internal statuses to choose from.  Simply choose the appropriate internal status from the drop-down menu and fill out any date related information as necessary.
  4. If you wish to include some notes with the change in status, type them in the available field.
  5. If this is an order placed through your XSite and you would like to send a notification to the client(s) informing them about the status change, check the boxes indicating the method of notification, fill out any necessary contact information and choose a Subject for the message.
  6. Click Save when finished to update the internal status of the order and relay any necessary updates to the client(s).