AvailSuite - Service Management Software
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This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.

Changing Orders Statuses

Like other documents in AvailSuite, an Order has a Status, which can be used to distinguish estimations and proposals from active orders, and completed orders. Using AvailSuite you can:

How to change the Status of an Order?

You can change the status of an order on the order form. There are buttons: Draft, Negotiate, Cancel, Complete, and On Hold. Not all buttons are displayed on the form simultaneously. You can negotiate, put on hold or cancel draft orders; put on hold, cancel or complete negotiated orders. On Hold orders can be moved into any other status. Administrator users can return canceled and completed orders back to draft.

How to Complete Tasks assigned to Orders?

When you change the status of an order to Complete, the system will also complete the tasks, which have been created for this Order. This function is managed by the Complete an Order's Tasks on Completing the Order option. To change the option, click User Settings on the Maintenance menu of the main form. There you may set one of the following Complete an Order's Tasks on Completing the Order options.

  • Always Complete - the system will complete all the tasks automatically.
  • Always Ask - the system will ask about completing tasks every time you complete an order.
  • Never Complete - the system will not complete the tasks when an order is completed.

How to define a default Status for new Orders?

New orders can be created as Draft or as Negotiated. Administrator users can define the default status for new orders. For this purpose, use the Default Statuses tab on the System Options form (to open this form, click the System Options in the Maintenance menu of the main form).

How to complete an Order along with its shipment?

AvailSuite provides an automatic completion of shipped orders. If you ship an order in full or complete shipping the last order detail containing products, AvailSuite completes the order automatically or suggest you completion the order.

You can manage this behavior using the Complete Orders on Shipment option on the Inventory tab of the User Settings form.

  • Always Complete AvailSuite will complete an orders automatically when the last product of the order will become shipped
  • Always Ask - AvailSuite will ask about completion an orders when the last product of the order will become shipped
  • Never Complete AvailSuite will not complete an order when its last product will become shipped

How to ship an Order along with its completion?

In some cases, completion an order means shipping all its products. AvailSuite allows you to follow this conception or ignore it. Use the Ship in full Orders on Completion option on the Inventory tab on the User Settings form to manage the opt