Custom Labels in Workshop Job Order Status | Voters

Custom Labels in Workshop Job Order Status

planned

Tim Staton

Would like to be able to customize the 5 order status buttons to better reflect our work shop job process. For example "Fraud Check" and "Ready to Dispatch" have literally no meaning for us.

April 25, 2024

Suzy Weightman

marked this post as

planned

Hi everyone, 
In the July release of Cloud POS we're adding the functionality to be able to create and edit Custom Order Statuses. 
We'll keep the existing pre-defined list of statuses which will be available and set at the point of the move to stop any disruption from the change. 
You'll be able to create new statuses, assign an icon and colour to each. You'll also be able to make statuses inactive, meaning they can't be set on future orders.
Thanks, 
Suzy

Suzy Weightman

Merged in a post:

Fully editable 'Change Order Status' Options

George Shipman

Hi, as the title. This could be used far more effectively if this was fully editable within configuration. I believe I had a case for this created when the feature was launched, but I cannot find this. Thanks

February 5, 2025

Neil McQuillan - CEO Citrus-Lime

Here is a suggestion from another post to help  start the debate.  
Quote Status: this is the status of the job in the workflow, where
Triage = being put through Bike Safety Check to determine what work is needed.
Assess = Safety Check is done, but part identification is non-trivial, which requires more research.
Approval = Quote/Estimate is ready, but the customer must approve it before any repair work can proceed.
Proceed: customer has agreed to the work, so it can be converted from a Quote to a Workshop Job.
Rejected: customer has rejected the quote and bike must be returned to them with no further action or work on it.
Estimate: this is the figure the repair estimate figure the customer has been quoted
Repair Status: this is describes the type of repair/job in the Workshop Queue and where they are currently in terms of progress.
Unallocated = the job is being quoted or has been quoted, but not allocated to a mechanic.
Post Sale: Bike has been purchased, but needs a Post-Sale or PDI inspection by the mechanic (highest priority).
Warranty: this is a bike that has been returned with a warranty fault (highest priority)
Parts: Bike has been assigned to a mechanic, but some parts are out of stock or must be specially ordered. Job cannot continue until all parts are received.
Repair: bike has been assigned to a mechanic, all parts are in stock and mechanic is on the job now.
Ready: all repair work has been completed and bike is now with Customer Services waiting for the customer to collect and pay any outstanding balances.
Collected: Customer has been and collected his bike, so this job can be removed from the Live Job Status list at the end of the working day.

Peter Oien

Neil McQuillan - CEO Citrus-Lime - I understand the idea behind having an automation possibility, but I think that is putting cart before the horse. I would rather have my employees handling the contact with the customer who almost always has questions that automation will not be able to answer. Additionally, user editable statuses will help shops that do other lines in addition to bike.

Neil McQuillan - CEO Citrus-Lime

Peter Oien you make good points, any automations we add will be configurable in terms of template and if they send.

The point about editable status fields is also a good one, I prefer fixed, the ahead of POS development disagrees, so the debate is active and your view helps it.

Neil McQuillan - CEO Citrus-Lime

marked this post as

under review

Neil McQuillan - CEO Citrus-Lime

I would prefer a fixed but expanded set, I think we can clevered things with automation in the future if we know what the statuses are in each shop. For example sending text messages when an 'Approval' is required. If we make it an editable set we cannot do this.

but

for definite we'll add statuses in the workshop 2.0 development. What do people need?

Latinis Bicycle Repair Admin

I actually asked for this today. I completely agree with being able to customize the order status. We do not need the fraud check or many of the other options.

Peter Oien

This would be a huge improvement. User created status would allow the stores to show workflow points most efficiently.

George Warehouse

I raised this back in January 2023 and have yet to have any update: https://citruslime.canny.io/citrus-lime-backoffice/p/fully-editable-change-order-status-options

Tim Staton

George Warehouse dang it, I even searched in hope of avoiding dupe posts. I'll vote that one up!

George Shipman

Hello, is there an update on this as it could prove very useful? Thanks