Explaining the Default Offer Statuses
Under BSS Setup > Sales > Offers > Offer Status is where the default Offer Statuses exist but also where new Offer Statuses can be created. These statuses dictate the various stages of an offer. For our platform to run correctly having a basic functionality, the following Offer Statuses and conditions should always exist by default in an organization as best practice.
Default Offer Statuses
Submitted: This order status is utilized by both systems when the order is considered as submitted yet not executed. There can be only one status with the combination “Type” In progress and “Storefront Type” Viewable that is mandatory & active. No deletion or deactivation is possible.
Accepted: This order status is utilized by both systems for the successful checkout to automatically invoice the products, begin the provisioning of the services, and change the order status. There can be only one status with the combination “Type” Automatic Execute and “Storefront Type” Submitted that is mandatory & active. No deletion or deactivation is possible.
Lost: This order status is utilized by both systems when either a BSS or a Storefront user proceeds with the cancellation of an order. There can be only one status with the combination “Type” Cancelled and “Storefront Type” Viewable for the status of a Cancelled order to be correct. This status is mandatory & active. No deletion or deactivation is possible.
Suspended: This status is only applicable to Standard Resellers. There can be only one status with the combination “Type” In progress and “Storefront Type” Pending approval for standard resellers and it is mandatory and active.
The columns composing the Offer Status list are the following:
No. : This column displays the number of each Order Status. In cases, where there are two or more similar statuses, then the number acts as a priority number between them.
Description: This column displays the name/description of an Order Status that is the one being displayed next to the “Status” field of each order in BSS. The “Description” is a text field where you can type in the exact word(s) that you wish to display as a “Status”.
Type: This column displays the available types of statuses in a drop-down menu fashion. Each selected “Type” option works in tandem with the “Storefront Type“ options and what it does essentially is that it keeps a specific stage of the ordering process, whereas the “Storefront Type“ dictates what happens during that specific stage.
Color: This column allows you to change the color of the displayed Status text in BSS and is based on an extended RGB color palette that appears upon clicking on it.
Active: This column contains a checkbox for each Order Status so that you can select which status you wish to have enabled and which to have disabled. Please note here that the seven default (systemic) Order Statuses that are displayed in the screenshot above, cannot be disabled, since they are the bare minimum.
Moreover, you may need to have more statuses than the default ones, analyzed above. Let’s see how you can add new Order Statuses in the following section.
Creating New Offer Statuses
Other than the bare minimum statuses explained above, new order statuses can be introduced inside this list. The reason for doing so is when you wish to have better control over, for example, certain cancellation reasons such as “canceled due to customer denial”, “canceled due to credit control failure“, etc.
To create a new Order Status and add it to the list, you must first provide a number under the No column and then you provide a descriptive name, under the Description column.
Afterwards, from the columns Type and Storefront Type, you can specify the combination that suits your needs, by choosing one available option from each one.
Then, you can choose to either click on the Active checkbox to activate the new order status upon its creation or leave it as-is if you wish to activate the new order status later.
Lastly, after you have completed the creation of your new Order Status, you must always click the + icon to add this status to the list.
Besides, after you finish with your edits, you must always save your changes by clicking the Save button from the page’s main menu.
Please note that to provide the newly added (custom) cancellation order status based on your defined “Description”, you need to edit the order in BSS and select from the available status options, your “Description“, for example, Canceled - Denial.
Offer Statuses Manual Changes in BSS
The three main points for Order Statuses that are analyzed via the following examples are:
During the creation of an order in BSS, the status of the order is by default set to “Submitted“ by the system. However, the status, during the order’s creation can be changed by the user before saving it.
During the successful execution of an order in BSS, the status of the order is automatically set to “Executed“ by the system.
You can check the following pages for more information on creating, viewing, adding order items, and executing the newly created order.