Order states are admin definable statuses which allow you to create a flow for deals made by your agents.
This feature goes hand in hand with our QA tool but can be used without. Please note that you need to communicate which states should be used in the QA tool, if you wish to use self-made order states in QA.
When an agent makes a deal, you as an admin might want to verify that the deal was made properly (all information present, deal filled out correctly, etc.)
From the Admin > Overview (1) > Deals (2) you can review your deals, and process them with the order states by clicking on the Status (3). If you wish to process multiple deals at once, you can select multiple orders by checking the checkboxes (4), then click on the Edit Order States-button (5). You will be able to choose from a list of Order states in the system. If you need to create new ones, see Creating, editing and deleting order states.
These order states can do different things for you as defined from Admin > Campaigns (1) > Order States (2).
You can set your Name (3) of the state, whether or not the state is Locked (4) (non editable by agent), or Hidden from agents (5) (not visible from agent view).
New states can be made by admins on this page by using the Create new-button (6).
Creating, editing and deleting order states
To create a new Order state, press Create new-button (6). It will open the Create new Order State page. Here, you simply fill in the Order State Name (obligatory), and decide whether the state will be Locked (non editable by agent) and/or Hidden from agents (not visible from agent view). When you're happy with your setup, press the Create new-button to create the order state.
To edit an existing Order state, press the Edit-button (7). It will open the Edit Order State page. Make any changes you wish to do, then press Save-button.
To delete an Order state, press the Delete-button (8). NOTE! Even if you delete an Order state, any existing orders with that state will hold their status until it's changed. It's just not available for choosing anymore for future deals.