How to customize record statuses

Throughout various Mothernode workflows, record statuses are used to guide transactions through different phases of the sales and order fulfillment processes. These statuses are used to indicate where records are within the delivery process and alert users to certain types of activities. For example, when an Order is COMPLETE, it lets users know the order is closed and an invoice has likely been created.

Because Mothernode, its processes and ecosystem of modules is dependent on existing system record statuses, these default system statuses cannot be deleted. However, Administrators can add their own statuses to common records.

How to add custom statuses

  1. Log into Mothernode with Administrator privileges
  2. Click the Administrator Tab
  3. Click Configure Value Lists
  4. Select Custom Statuses

Select the module you would like to add or remove status from. NOTE: You will only be able to edit or remove statuses that you added and will not be able to edit or remove systems statuses.

Quick reference:

Default record statuses by module.

Leads and Opportunities

  • Open
  • Closed
  • Won
  • Lost

Quotes

  • Open
  • Inactive
  • Lost
  • Won

Orders

  • Open
  • In Progress
  • Cancelled
  • Complete
  • On Hold

Purchase Orders

  • Open
  • Cancelled
  • Received
  • Partially Received

Work Orders

  • Open
  • Cancelled
  • Complete
  • Partially Complete
  • On Hold

Cases

  • In Progress
  • Not Started
  • Cancelled
  • Resolved
  • On Hold

For more information see article definitions: Leads and Opportunities, Quotes, Orders, Cases, Purchase Orders, Work Orders.

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