Difference between revisions of "What do the colours mean on my unit sales orders?"
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== More Information == | == More Information == | ||
| − | You may have noticed that the active | + | {{Units}} |
| + | You may have noticed that the active Unit Sales Orders in your list on the {{Menu|{{VS}}|Unit Sales Documents}} Screen are colour coded. | ||
* {{FontColour|black|PaleGreen|Green}} = An Un-authorised Order | * {{FontColour|black|PaleGreen|Green}} = An Un-authorised Order | ||
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* {{FontColour|black|Lavender|Purple}} = An Authorised Order | * {{FontColour|black|Lavender|Purple}} = An Authorised Order | ||
| − | * {{FontColour|black| | + | * {{FontColour|black|Yellow|Yellow}} = A Quotation |
| − | {{ | + | * {{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.}} |
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| − | {{KB_Tags| | + | == See also == |
| + | * [[How do I clear locked users?]] | ||
| + | * [[Selling a unit]] | ||
| + | * [[Recommended unit sales routines]] | ||
| + | * [[How do I authorise a unit sales order?]] | ||
| + | * [[How do I configure colours?]] | ||
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| + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, sales, orders, vso, sales orders, unit sales orders, locked, colours}} | ||
| + | {{KB_VS}} | ||
Latest revision as of 06:30, 9 November 2019
Summary
This article explains what the various colours mean.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
You may have noticed that the active Unit Sales Orders in your list on the " Unit Sales Unit 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 unit
- Recommended unit sales routines
- How do I authorise a unit sales order?
- How do I configure colours?
