Difference between revisions of "What do the colours mean on my unit sales orders?"
From Catalyst
m (Les Ward moved page What do the Colours Mean on my Vehicle Sales Orders? to What do the colours mean on my Unit Sales orders?: Lower case (except for Platinum menu options)) |
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* {{FontColour|black|Yellow|Yellow}} = A Quotation | * {{FontColour|black|Yellow|Yellow}} = A Quotation | ||
− | * {{FontColour|black|LightCoral|Red}} = A Locked Order (i.e. One that is in Use) | + | * {{FontColour|black|LightCoral|Red}} = A Locked Order (i.e. One that is in Use) |
{{Tip|text=If there is and order highlighted in Red i.e. it is locked as the system thinks someone is in the order, yet on checking you find there is nobody actually using it you may need to clear some locked users out of the system. Click [[How do I clear Locked Users?|Here]] to take you to a Knowledge base article to help you clear these locked sales orders down.}} | {{Tip|text=If there is and order highlighted in Red i.e. it is locked as the system thinks someone is in the order, yet on checking you find there is nobody actually using it you may need to clear some locked users out of the system. Click [[How do I clear Locked Users?|Here]] to take you to a Knowledge base article to help you clear these locked sales orders down.}} | ||
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* [[How do I Configure Colours?]] | * [[How do I Configure Colours?]] | ||
− | {{KB_Tags| | + | {{KB_Tags|vehicle, sales, orders, vso, sales orders, vehicle sales orders, locked, colours}} |
+ | {{KB_VS}} |
Revision as of 12:16, 21 December 2018
Summary
This article explains what the various colours mean.
More Information
You may have noticed that the active Vehicle Sales Orders in your list on the " Unit Sales Vehicle Sales Documents" Screen are colour coded.
- Green = An Un-authorised Order
- Purple = An Authorised Order
- Yellow = A Quotation
- Red = A Locked Order (i.e. One that is in Use)
If there is and order highlighted in Red i.e. it is locked as the system thinks someone is in the order, yet on checking you find there is nobody actually using it you may need to clear some locked users out of the system. Click Here to take you to a Knowledge base article to help you clear these locked sales orders down. |
See also
- How do I clear Locked Users?
- Selling a Vehicle
- Recommended Vehicle Sales Routines
- How do I Authorise a Vehicle Sales Order?
- How do I Configure Colours?