Document webshop statuses describe the states of orders coming from the webshop. For each status you can set whether the system creates an invoice automatically.
Click Main menu / Settings / System settings / Document webshop status. Above the list you will find the New, Open and Delete buttons. The table columns are Name, Key, Color, Automatic invoice creation and Order. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. On the Actions tab enter the Name and the Key, choose the Color, set the Automatic invoice creation field (Yes/No), and enter the Order number. Use Save to save, or Close to close the window without saving.
Select the row you want to remove, click Delete and confirm the action.
Turn on automatic invoice creation only for a status in which the order is certainly to be fulfilled, for example after the payment has been confirmed.
The following fields are available when editing a webshop status.
| Field | Required | Description |
|---|---|---|
| Name | The name of the status. | |
| Key | The unique identifier of the status. | |
| Color | The distinguishing color of the status, which can be set with a color picker. | |
| Automatic invoice creation | Yes or No: sets whether an invoice is created automatically for the status. | |
| Order | A number that defines the display order of the statuses. |
The unique identifier of the status, which the system uses to refer to it. If a webshop integration uses it, check before changing it.
You can tell statuses apart by color, so on the lists it is easy to see at a glance which order is in which state.
If you set Yes, the system can create an invoice automatically for the status. If No, you have to create the invoice yourself.
Open the status and change its Order number. Statuses with a smaller number come first.
The menu item is located under Main menu / Settings / System settings. If you cannot see it, you probably do not have permission, so ask your administrator to enable it.
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