Order States
Order states are a core concept of MPower. Order states are used to transition orders from start to finish like an assembly line. Orders start in one state and transition to the next typically passing ownership of the order between customers, sales, sales administrators and suppliers. Order state transitions trigger notifications, configured by distributors and users, and notification cards based on User Roles so each user can focus on the states that matter most to their role.
Our Orders Board is a great way to view what state your orders are in.
Pre Production
Order status before order is sent to supplier.
New Proof Request SALES
Customer has requested a new proof via the store. A sales user typically reviews this request and typically moves the order to Proof in Process.
New Quote Request SALES
Customer has requested a quote via the store. A sales user typically reviews this request, sends a quote and moves the order to Quote Sent state.
Cart CUSTOMER
Customer has created a shopping cart but has not placed an order. Typically orders in cart status move to New Order after checking out. Sales users are also able to take over carts and process an order.
New Order SALES
Customer has placed an order for a sample, blank or decorated item. Sales reviews the order and and typically moves the order to Proof in Process for a proof to be produced and approved.
Request Hold SALES
Order is is being worked on and not ready to be sent to the customer. Typically orders in this status will be moved to Quote Sent.
Quote Sent CUSTOMER
A quote has been sent to the customer for review and payment or approval to move forward. Typically orders move to Quote Paid once the customer has completed payment.
Quote Paid SALES
Customer has submitted payment for the order. Typically orders move to Proof in Process awaiting a proof to be created and approved by the customer.
Proof in Process SALES ADMINISTRATOR CUSTOMER
One or many PO’s are in the process of having proofs created and or approved. Typically orders move to Ready for Production once the customer has approved artwork,.
Ready for Production SALES ADMINISTRATOR
All PO’s are ready to be sent to the supplier for production. Typically orders move to Sent to Supplier once all PO’s have been sent.
In Production
Order states once an order is sent to supplier to be produced.
Sent to Supplier SALES ADMINISTRATOR
All PO’s have been sent to the supplier. Typically orders move to In Production once it has been confirmed that the supplier has entered the PO into their system.
In Production SUPPLIER
The supplier is in the process of producing one or multiple purchase orders. Typically orders moved to Shipped once the order has been shipped.
On Hold SALES ADMINISTRATOR
The supplier has put the order on hold. Action will need to be taken with the supplier to have the order moved back to production. Typically orders move back to In Production once the on hold issue has been resolved.
Post Production
Order states once an order has been produced by supplier
Shipped
The supplier has shipped the order. Typically orders move to Delivered once the order has been delivered.
Delivered
All packages have been delivered. Typically orders move to Completed by an Accounting user. If payment has not been received the order should be moved to Pending Payment status.
Pending Payment SALES
Used for orders where the customer has not paid and the order has been produced and delivered. Typically orders move to Payment Processed once payment has been received from the customer.
Payment Processed FINANCE
The customer has processed payment and finance is ready to complete the order. Typically orders move to Completed status.
Completed
The order has been completed and no more actions are required.
Collections FINANCE
The order has been sent to collections to try and collect payment from the customer.
Other
Other order states for orders that are no longer active.
Archived
The order has not been canceled but is no longer needing to be processed. For example if the order is sent to another system or being processed outside of MPower.
Canceled
The order has been Canceled.