Purchase Order States

Purchase Order states like Order States are a core concept of MPower. Purchase Order states are used to transition Purchase Orders from start to finish like an assembly line. Purchase Orders start in one state and transition to the next typically passing ownership of the order between customers, sales, sales administrators and suppliers. Purchase Order state transitions trigger notifications and notification cards based on User Roles so each user can focus on the states that matter most to their role.

New SALES

Purchase Order has been created without any configuration data. Typically Purchase Orders move to Proof Pending to have a proof generated.

New Configured SALES

Purchase Order has been created with configuration data, typically from a customer via the store. Typically Purchase Orders move to Proof Pending to have a proof generated.

New Sample SALES

Typically Purchase Orders move to Ready for Production to be sent to the supplier.

Request Hold SALES

Purchase Order is is being worked on by a Sales user. Typically Purchase Orders in this state will be moved to Proof Pending to have a proof made.

Proof Pending SALES ADMINISTRATOR

A proof needs to be created and sent to the customer. Typically Purchase Orders move to Proof Requested once it has been sent to an artist.

Proof Requested SALES ADMINISTRATOR

A proof has been requested from an artist. Typically orders move to Proof in Process once an artist has started working on it.

Proof in Process ARTIST

An artist has started creating a virtual proof. Typically orders move to Proof Completed once a proof has been uploaded.

Proof On Hold SALES ADMINISTRATOR

An artist has a question and needs assistance completing the proof. Typically Purchase Orders move to Proof Requested once the question has been answered.

Proof Completed SALES ADMINISTRATOR

An artist has completed a virtual proof and has uploaded to the Purchase Order. Typically Purchase Orders move to Proof Sent status once a Sales Administrator has reviewed the proof and sent it to a customer.

Proof Sent CUSTOMER

The proof has been sent to the customer for approval. Typically Purchase Orders moved to Proof Approved one the customer has approved the proof.

Change Requested SALES ADMINISTRATOR

The customer has requested a change. Typically Purchase Orders move to Proof Requested status one a Sales Administrator has reviewed the change request and has requested a new proof be created.

Proof Approved SALES ADMINISTRATOR

The customer has approved the proof. Typically orders are moved to Ready for Product to be sent to a supplier.

Ready for Production SALES ADMINISTRATOR

The Purchase Order is ready to be sent to the supplier for production. Typically Purchase Orders move to Sent to Supplier once sent.

Sent to Supplier SALES ADMINISTRATOR

The Purchase Order has been sent to the supplier. Typically Purchase Orders move to In Production once it has been confirmed that the supplier has entered the Purchase Order into their system.

In Production SUPPLIER

The supplier is in the process of producing the Purchase Order. Typically Purchase Orders are moved to Shipped once the order has been shipped.

On Hold SALES ADMINISTRATOR

The supplier has put the Purchase Order on hold. Action will need to be taken with the supplier to have the order moved back to production. Typically Purchase Orders are move back to In Production once the on hold issue has been resolved.

Shipped

The supplier has shipped the order. Typically Purchase Orders move to Delivered once the order has been delivered.

Delivered

All packages have been delivered. No further action is necessary.

Archived

The order has not been canceled but is no longer needing to be processed. For example if the Purchase Order is sent to another system or being processed outside of MPower.

Canceled

The Purchase Order has been Canceled.