Primary Audience: All Internal Users
This article defines each Order status that appears in the Team Hub for internal users and in the Customer Portal for customers. Some statuses may differ between the Team Hub and Customer Portal because internal users have additional order management options. Some organizations may use custom Order configurations. If your organization has a custom setup, the statuses or customer experience may vary from the definitions listed in this article.
Team Hub Order Statuses
Order statuses that internal users will see in the Team Hub are outlined in the table below:
| Term | Definition |
| Draft | An internal user has started an Order but has not sent it to a customer. This status appears when the user clicks Save and continue later. |
| Open | The Order is active (contract is signed or there is no contract to sign). |
| Contract Not Signed | The Open Order has been sent to a customer and is awaiting signature in the platform. |
| Contract Signed | The customer has signed the contract in the platform. |
| Pending Approval | If Order Approvals are enabled, the Order will remain in Pending Approval status while waiting for a manager to review and approve the Order. Users who can approve Orders are configured for each location. |
| Pending Payment | The Order is waiting for the customer to pay it. |
| Completed | An internal user has clicked Complete on the Order in the Team Hub. This status is only a visual aid in the platform and does not sync to the ERP. |
| Canceled | An internal user has canceled the Order in the Team Hub. Canceling an Order in the Team Hub does not remove or cancel the Order in your organization’s ERP. |
Customer Portal Order Statuses
Order statuses that your customers will see in the Customer Portal are defined in the table below:
| Open | The Order is active (contract is signed or there is no contract to sign). |
| Received | The Order is active (contract is signed or there is no contract to sign). |
| Pending Payment | An Order is waiting for the customer to pay it. |
| Contract Not Signed | The Open Order is awaiting signature in the platform. |
| Completed | The Order has been marked as completed by an internal user in the Team Hub. |
| Canceled | The Order has been canceled by an internal user in the Team Hub. |
If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com or at 512-812-9399.