A status indicates where a record is in its lifecycle. In Peasy, statuses are used across purchase orders, sales orders, work orders, bills, invoices, and other records to track progress from creation to completion.
How It Works in Peasy
- Each record type has its own set of statuses (e.g., POs: Draft → Created → Sent → Confirmed → Partially Received → Received)
- Statuses update automatically based on actions (receiving updates a PO's status, shipping updates an order's status)
- Sales orders now carry two separate statuses: a Fulfillment status (Unfulfilled → Partially shipped → Fulfilled) that updates as you ship the order, and a Billing status (Uninvoiced → Partially invoiced → Invoiced) that updates as you issue invoices. An order with a still-unshipped quantity shows how much is Unfulfilled demand, and an order whose only shipment is future-dated reads Scheduled until that ship date arrives. Because shipping and billing are independent, an order can be billed before it's fully shipped, or shipped before it's billed. Other systems call unshipped order demand a backorder; Peasy shows it as Unfulfilled demand.
- Some statuses can be set manually (e.g., marking a PO as sent)
- Status badges appear color-coded in lists for quick visual scanning
- Filter any list by status to focus on records that need attention
Why It Matters
Statuses tell you at a glance what needs action and what's complete. They drive the workflow — a PO can't be received until it's submitted. Billing is separate from shipping, so you can invoice a shipment without waiting for the whole order to be fulfilled. Statuses keep your team aligned on where every order stands.