How to Update Order Status for an Estimate

Order Status can be updated for Estimates to help keep them moving forward and to better organize all Estimates that have been created.

Table of Contents

Explanations of Order Statuses for Estimates

Order Status	Description
New	This is the default Order Status when an Estimate is created. When the Order Status is New, it means that the Estimate has not been issued, invalidated, rejected, or accepted.
On Hold	When the Order Status is On Hold, it means that the Estimate is currently on hold and no major action affecting status for the Estimate can be executed.
In Progress	When the Order Status is In Progress, it means the Estimate has been issued, invalidated, or rejected.
Ready to Convert	When the Order Status is Ready to Convert, it means the Estimate has been accepted and is ready to be converted into an Order.

The following provides an explanation of each status and which actions can be executed to reach the status:

Status	Action(s) taken to reach status
New	Select “New” within the Order Status bar Note: Estimate Status must be Not Issued
On Hold	Select “On Hold” within the Order Status bar Select the “Place on hold” action within more options
In Progress	Select “In Progress” within the Order Status bar Note: You will be prompted to issue the Estimate if it has not been issued Issue the Estimate (setting the Estimate Status to Issued) Mark the Estimate Status as Rejected
Ready to Convert	Select “Ready to Convert” within the Order Status bar Mark the Estimate Status as Accepted