Sale statuses

The status of a sale shows where the transaction stands and lets you follow it up from the list in the Sales module.

The statuses appear in the sales list and have a colour attached to make them easier to identify.

Statuses available by default:

• Pending payment
• Paid
• Partially paid
• Cancelled
• Returned
• Reservation paid
• Reservation cancelled
• Sold showroom
• Reserved showroom
• No information

By default, when you create a sale it appears as Pending payment.

If you record payments within a sale, the status can update automatically. For example, when you record a partial payment, the sale changes to Partially paid.

Change the status of a sale

You can also change the status of a sale manually whenever you need to.

Steps to change the status of a sale:

1. Go to the Sales module.
2. Open the sales list.
3. Tick the box of the sale or sales whose status you want to change.
4. Click Tools.
5. Select Status change.
6. Choose the new status from the drop-down menu.
7. If the status change affects the Availability of the artworks, you can change it automatically along with the Sale status edit.
8. Click Save.

Customise sale statuses

You can customise the sale statuses and add new ones from your gallery settings.

1. Go to My Gallery.
2. Open Configuration.
3. Select Sales states.
4. Add or change the statuses you need.

Difference between status and type of sale

The sale status shows how the transaction is progressing - for example whether it is pending payment, partially paid, cancelled or returned.

The type of sale shows whether the sale was saved as a draft or as final when it was created. The type of sale is not one of the statuses you can configure in Sales states.

Type of sale.

See article.