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Sales orders - tracking days in progress
Sales orders - tracking days in progress

An optional feature that can help you keep track of incomplete sales orders

Written by Raymond Carrel
Updated over a week ago

The Days in Progress feature-on lets you more easily track how long sales orders have been in processing.

Visible on a customer's sales order grid, the Days in Progress value is a sum of the number of days an open order has spent in an in-progress status.

Note that it will only be shown for orders that are currently in an in-progress status.

This feature comes at no additional cost. If you'd like to make use of it, please contact your account manager.

Work stacks

This field is also available in sales order work stacks. This lets you, for example, save a pre-filtered work stack for sales orders that have been in processing for a certain number of days.

The value set next to Number of Days in Processing will determine the minimum number of days in progress for orders to be included in the work stack. For example, if you enter 5, the stack will pull throughs orders that have been in an in-progress status for 5 days or more.

Leaderboard Widgets

Some leaderboard widgets, such as the Sales Order Leaderboard - All In Progress widget, will show the Days in Progress of each order as part of the breakdown view.

Dynamic widgets - coming soon

Dynamic widgets are powered by report data, and allow you to present it in a range of ways on your dashboard.

Using All Sales Orders reports as the basis for your widget will allow you to access the Days in Progress value for in-progress orders.

In this example, we are using the All Sales Orders by Date report to power a Table widget. We have filtered on Days in Progress to look for report lines with a value of 3 or more.

This is just one example of how this information can be used.

Sales order history

The History tab on a sales order record shows the status history of the sales order.

The ▶ icon means that the status is counted as an in-progress status.

Please that the number of days in progress values for each order and status are refreshed daily.

Determining which statuses are in-progress

Administrators can determine which sales order statuses are considered in-progress from Settings - Sales Order Statuses.

Click on the pencil icon next to a status, then check the box under In Progress.

The effect of the change will be seen the next time the in-progress values are refreshed - this may be the next day.

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