Order and ceiling statuses

Order and ceiling statuses are a powerful tool for controlling production, logistics, and sales processes. They allow you to automate work, restrict user actions, track progress stages, and structure reporting.

⚠️ Most status-related restrictions apply only when user authorization is enabled and the user is not an administrator.

📊 Status Logic

  • An order receives the same status as its ceilings if all ceilings have the same status. The possibility to update the order status is checked every time a ceiling status is updated.

  • If ceilings have different statuses, the order status does not change automatically. Exception: if a new ceiling is added to the order, the order status becomes "New".

    For example:

    – If you add another ceiling with the status "New" to an order that already has a status (e.g., "In Progress"), the order status changes to "New".

    – If an order has several ceilings, and you print a production form for only one of them, only that ceiling will get the status "In Progress", and the order status will remain "New" until all ceilings have the same status.

  • The ability to edit, print, and delete an order is determined by its current status.

  • For clarity, you can assign color labels to statuses—orders and ceilings in lists will be highlighted with the corresponding colors.

🧩 List of Order Statuses

Status

Description

Estimate

Used at the preliminary evaluation stage. The order does not appear in reports and is not included in debt. The order receives a separate numbering, which changes when switching to another status. ⚠️ You can return an order to "Estimate" only from the "New" status.

From Surveyor

The order was received via the "Online Order Submission" module from a dealer.

New

The order is created but not yet sent to production.

Custom Order

The ceiling will be manufactured by a third-party producer. ⛔️ In this status, you cannot print forms for the client or installer.

In Progress

The order is agreed upon, processed, and sent to production. ✅ Automatically set when production forms are printed.

Ready

The order is manufactured and awaiting delivery to the client.

Shipped

The order has been delivered to the client.

Closed

Final status. The date and time of closure are recorded.

Terminated

Used if the client cancels the order. ⛔️ In this status, you cannot write off goods, and any preliminary write-offs must be canceled.

⚙️ Restrictions and Business Rules

  • ⛔️ Editing ceilings is prohibited in statuses "In Progress" and above if the setting Prohibit editing ceilings in statuses in progress and below is enabled. To edit such an order, it must be reverted to the "New" status, which only a user with the appropriate rights can do.

  • ⛔️ You cannot downgrade the status (e.g., from "In Progress" to "New") unless you are an administrator.

  • ⛔️ Only an administrator can delete an order that is not in the "Estimate" status.

  • ⛔️ A user without rights cannot manually set the status to "In Progress" or higher.

  • 📊 Some reports allow grouping and sorting data by statuses.

  • 🛑 In version 1.59, a setting was added: Block closing an order without payment and write-off—when enabled, you cannot set the status to "Closed" unless the order is fully paid and delivered.

  • 🔄 In version 1.59, the ability to change statuses in bulk for multiple orders was added.

🔄 Integrations and Automation

Some EasyCeiling features interact with statuses automatically:

Function

Impact on Statuses

Shipping Journals

Move the order to the "Shipped" status.

Telegram Bot

Sends notifications to clients and dealers about status changes.

"Dealer Debt" Function

Blocks transition to "In Progress" if the dealer has outstanding debt.

Scrap Formation

The order status affects the logic of business scrap formation.

Production Journal

After ceiling cutting: • The ceiling moves to the "Ready" status. • The order can be automatically moved to "In Progress", "Ready", or "Shipped" depending on settings.

🎨 Color Coding

You can manually assign colors to each status—this helps visually distinguish orders in the list.

❓ Questions Answered by This Article

This guide will help you find answers to the following questions:

  1. How do order and ceiling statuses work in EasyCeiling?

  2. Why can't I change an order if it is in the "In Progress" status?

  3. When does an order get the "In Progress" or "Ready" status?

  4. Can I edit an order in the "New" or "Ready" status?

  5. What does the "Estimate" status mean and how is it different from "New"?

  6. How do I prevent managers from changing an order with the "In Progress" status?

  7. Why can't I close an order—error about write-off or payment?

  8. Can I change statuses for multiple orders at once?

  9. Why doesn't the order move to "Ready" status if the ceiling is ready?

  10. How do I set colors for different order and ceiling statuses?