Service Item Status
In TRASER DMS 365, every service item receives a status. This status is shown on the service item card. The fields Status (Purchase), Status (Sales) and Status are pre-filled by the system and linked to documents. You can set up the status values for the Service Item Status field.
Status (Purchase) Field
The following statuses are possible for the Status (Purchase) field:
| Status | Description |
|---|---|
| In Quote | This status is displayed once the service item is added to a purchase quote. |
| In Order | This status is displayed once the service item is added to a purchase order. |
| In Stock | This status is displayed once a service order with this service item is posted. |
| In Trade-In | This status is displayed once a trade-in with this service item is created. |
Status (Sale) Field
The following statuses are possible for the Status (Sale) field:
| Status | Description |
|---|---|
| In Quote | This status is displayed once the service item is added to a sales quote. |
| In Order | This status is displayed once the service item is added to a sales order. |
| Shipped | This status is displayed once a sales order with this service item is posted. |
| Sold | This status is displayed once a sales order with this service item is invoiced. |
Note
You can define the statuses for the Service Item Status field. You can find more information about this in the chapter Create Service Item Status.
Status Field
The following statuses are possible for the Status field:
| Status | Description |
|---|---|
| Empty | If you have not yet defined a status for the service item, this field will be empty. |
| New | You can select this value to mark a new service item. |
| Used | You can select this value to mark a used service item. |
This section describes how to create a service item status.
Creating Service Item Status
This section describes how to set up selectable values for the Service Item Status field on the service item card.
To add a value for the Service Item Status field, proceed as follows:
- Use the quick search (ALT+Q) to find the Service Item Status page.
- To create a new service item status, click New in the menu bar.
- Complete the following information:
| Column | Description |
|---|---|
| Code | Use this field to enter a unique code for the service item status. |
| Description | Use this field to enter further information on the service item status. |
You have successfully created a new service item status. You can use this service item status in the Service Item Status field on the service item card.