Automations tied to Managed Goods | Voters

Automations tied to Managed Goods

Brenden Odom

The ability to send a quote or invoice into a different status if certain requirements are met. For example, if all product has been received for an order then it will be assigned to a new status.

May 8, 2025

Makayla Horton

Yes! Would be amazing if the status could change when goods are marked as received or partially received, that way you have a quick view of what is going on with receiving from the calendar view with the statuses.

Donnell Avila

Makayla Horton agreed! Most helpful. The receiving feature now “flags” issues & turns all green within the order but would be great if this pulled into the status in someway. Even if the receiving status was searchable.