Sales statuses

Over the course of the sales process, an offer or order will go through various phases. As the file will be handled by a large number of different people, it is important that its status can be checked. Everyone must be able to see the progress of the file. For example, is it an order yet? Have the parts been delivered yet?

To be able to track their progress, you can develop a classification based on sales statuses. The status classification serves as:

The use of sales statuses is mandatory.

Statuses can be used in combination with sales routings to define a fixed status flow.

In addition to providing information about the progress of a file, statuses have a number of other functions:

Tip: Overly detailed status classifications may not be useful in practice, as files will require frequent status changes, without this providing much additional information. Statuses should serve as a guide, but often there is no need to create a status for each and every step in the process. You are therefore recommended to create an initial, concise classification of the statuses that represent the most important steps in your process. Leave sufficient room between status numbers, to allow you to add statuses if you later realize that you need more statuses.

Fields

Status type

Department

Impact on offer intake, Impact on order intake

Example

Sales status

Description

00

Opportunity

05

Offer request

10

Offer calculation

15

Offer sent

20

Offer version expired

31

Order

32

Stock delivery

33

Internal production

40

Order confirmation

45

Drawing office

50

Work preparation

60

Purchase

70

Production

75

Shipping

80

Invoicing

85

Order canceled

90

Actual costing

95

To history

99

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