Products are shown in different queues based on their status, which users manually update to advance products through the workflow. The Sales, Design, and Production modules each have their own set of queues based on the specific actions performed in those modules.


This article contains the following topics:

Each topic shows you which statuses are found within their respective queues.


Queues are organized on a product-by-product basis with two exceptions:

  • The Past Due and On Account queues in the Sales Module are organized by invoice numbers. This allows salespeople to view and email invoices, as well as enter payments, without leaving the queues.
  • When Destinations workflow is enabled, the Installation, Delivery, Shipping, and Awaiting Pickup Queues will be organized by the destinations on the orders, rather than individual products.
        
    NOTE:  For additional information about Destinations, please refer to Destinations Overview.


Sales Module Queues and Statuses



 Sales Queue.png



Corresponding Queue Statuses

Estimates Queue 
    Estimate : Estimate
    Estimate : Approved


Estimate in Design Queue
    Estimate : Design Needed
    Estimate : Revision


Sales Review Queue
    Estimate : Sales Review
    WIP : Sales Review
    WIP : Order Review


Customer Action Needed Queue
    Estimate : Awaiting Customer Approval
    WIP : Awaiting Customer Action
    WIP : Awaiting Proof Approval


WIP Queue
    WIP : In Design
    WIP : In Design Revision
    WIP : Proof Approved
    WIP : In Production
    WIP : Quality Control
    WIP : Design Review


Vended Queue
    WIP : Vended Product


Built Queue
    BUILT : Awaiting Customer Pickup
    BUILT : Awaiting Installation
    BUILT : Awaiting Shipping
    BUILT : Awaiting Delivery

 

The Past Due and On Account Queues are organized on an order-by-order basis. Invoices located within the On Account queue are in a COMPLETED status but within their credit terms. Past Due invoices are beyond their credit terms. 


Past%20Due%20Queue.png



Corresponding Queue Statuses

Past Due Queue (Orders, not Products) 

    COMPLETED : Past Due


On Account Queue (Orders, not Products)
    COMPLETED : On Account


Design Module Queues and Statuses


The Design Module features products that are in any part of the design process, making it easier for users to focus on design tasks.


Design%20Queue.png


Corresponding Queue Statuses

Design Review Queue 
    WIP : Design Review


Design Estimate Queue
    Estimate : Design Needed
    Estimate : Revision


Design WIP Queue
    WIP : In Design
    WIP : In Design Revision
    WIP : Proof Approved


Awaiting Approval Queue
    WIP : Awaiting Proof Approval


Upcoming Queue
    WIP : Order Review
    WIP : Awaiting Customer Action
    WIP : Sales Review


Production Module Queues and Statuses


The Production Module features products that are in any part of the production process, making it easier for users to focus on production, installation, shipping, and receiving tasks.


Production%20Queue.png



Corresponding Queue Statuses

WIP Queue
    WIP : In Production


Vended Queue
    WIP : Vended Product


Quality Control Queue
    WIP : Quality Control


Installation Queue
    BUILT : Awaiting Installation


Delivery Queue
    BUILT : Awaiting Delivery


Shipping Queue
    BUILT : Awaiting Shipping


Pickup Queue
    BUILT : Awaiting Pickup


Upcoming Queue
This Queue shows all WIP statuses except:
    WIP : In Production
    WIP : Vended Product
    WIP : Quality Control