Click the Edit - Sales Status menu option
The Sales Status Maintenance Screen will appear
Click in the empty row to add a Sales Status/SQL Statement with the following criteria
|
Shows the number of records in Tradar that currently meet the criteria for this status |
Active |
Toggling this on and off causes the view to appear or not appear in the Tradar console. This is preferred to deleting saless statuses |
Order |
Change the number in the order field to cause the status view to appear higher or lower in the Tradar console. |
Name |
This is the name of the view that appears in the console |
Selection |
This is the criteria upon which Tradar causes a record to displayed in this view |
Some sample SQL Statements/Sales Status that may be useful or could be used as test examples:
Paid but no address received: |
SALES_Payment_Received='True' and SALES_Address_Received = 'False' and SALES_Sale_Complete = 'False' |
New PAYNOW sales received but not yet processed |
SALES_Payment_Received = 'True' and SALES_PayNow = 'True' and SALES_Goods_Picked = 'False' and SALES_Sale_Complete = 'False' |
Picked but not dispatched |
SALES_Payment_Received='True' and SALES_Goods_Picked = 'True' and SALES_Sale_Complete <> 'True' |