Products move through different Queues based on their Status, which users manually update to advance them through the workflow. The Sales, Design, and Production Modules each include their own set of Queues, tailored to the specific actions performed in those areas.
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.
Table of Contents
- Sales Module Queues and Corresponding Statuses
- Design Module Queues and Corresponding Statuses
- Production Module Queues and Corresponding Statuses
Sales Module Queues and Corresponding Statuses
The Sales Queue shows products as they move through the workflow from sales to completion and payment. Products are placed in queues based on their status, while Past Due and On Account display orders at the order level. New orders start in Order Review and appear in the Sales Review Queue unless the status is changed during entry. Listed below are each of the Queues in the Sales Module and which Statuses correspond to those Queues. For more information on the Sales Queues, please see Using the Sales Queue.
Queues are listed across the top as tabs. The rounded numbers in green show the number of Products in each Queue.
- Estimate : Estimate
- Estimate : Approved
Estimate in Design Queue
- Estimate : Design Needed
Estimate : Revision
- Estimate : Sales Review
- WIP : Sales Review
- WIP : Order Review
- Estimate : Awaiting Customer Approval
- WIP : Awaiting Customer Action
- WIP : Awaiting Proof Approval
- WIP : In Design
- WIP : In Design Revision
- WIP : Proof Approved
- WIP : In Production
- WIP : Quality Control
- WIP : Design Review
- WIP : Vended Product
- BUILT : Awaiting Customer Pickup
- BUILT : Awaiting Installation
- BUILT : Awaiting Shipping
- BUILT : Awaiting Delivery
Past Due Queue
- COMPLETED : Past Due
On Account Queue
Note: Orders, not Products.
- COMPLETED : On Account
- All active Statuses
Design Module Queues and Corresponding 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. Listed below are each of the Queues in the Design Module and which Statuses correspond to those Queues. For more information on the Design Queues, please see Using the Design Queue.
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
- All active Statuses
Production Module Queues and Corresponding 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. Listed below are each of the Queues in the Production Module and which Statuses correspond to those Queues. For more information on the Production Queues, please see Using the Production Queue.
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
- All WIP statuses except:
- WIP : In Production
- WIP : Vended Product
- WIP : Quality Control
- All active Statuses
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