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Order statuses and status changes
The five order statuses in Beam Mobile, the transitions allowed and what resetting, cancelling and reopening do.
Orders shows outbound orders for your working location; Inbound shows incoming orders. Both lists have All, Today, Open, Active and Completed tabs.
The statuses
| Status | Meaning |
|---|---|
| Draft | The order is still being prepared and has not been released. |
| Open | Released; work can begin. |
| Active | Work is in progress: picks or receipts have already been booked. |
| Completed | All lines are fulfilled, or the order was deliberately completed with a shortage. |
| Cancelled | Closed without completion. It can still be reopened. |
Change a status
- Open the order and choose Change status. The panel shows Currently Open and the allowed transitions.
- Choose a transition:
- Open order: Released, work can begin;
- Back to draft or Back to open: Work pauses, progress is retained;
- Complete order;
- Cancel order: Close the order without completing it; reopening remains possible;
- Reopen order.
An invalid transition is rejected with This order cannot move from Completed to Draft. If a colleague is working on the order, the app says This order is being worked on. Try again shortly.
Edit lines
Use Edit order to change the reference, contact, address and dates. Use Edit order lines to add or remove lines. Checks apply to lines on which work has already started: Complete the outstanding orders for this product first.
Reset and delete
- Reset order clears the execution: All order lines are cleared and stock is returned as unplaced. Use this only when an order needs to start again.
- Delete order cannot be undone.
Packing slip
Packing slip PDF creates a packing slip for the order. Use Share packing slip to send it.
Next step: pick an order.