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Step-by-step guide

See video for step-by-step guide.

Runtime: 6:08

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Page Summary

  • New Tracking Status - This button will allow you to add a completely new tracking status.
  • Order Number - You can move any tracking status to any position that you'd like to by specifying a position number and clicking the checkbox button.
  • Move Arrows - If you wish to move a tracking status up or down you can do so by clicking the up and down arrows.
  • Name - This is the tracking status name that will display around STRATUS.
  • Can Assemble - Checking on "Can Assemble" for a given tracking status will enable assembly creation only when a part has the associated tracking status applied.
  • Can Order - Checking on "Can Order" for a given tracking status will enable order creation only when a part or assembly has the associated tracking status applied.
  • Office - This checkbox is used only in Plans. It specifies whether or not an order processor designated as an "Office" resource can process an order.
  • Purchasing - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Purchasing" resource can process an order.
  • Shop - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Shop" resource can process an order.
  • Field - This checkbox is used only in Plans. It specifies whether or not an order processor designated as a "Field" resource can process an order.
  • Description - You can give a more in depth tracking status description here.
  • Color - Assign a color for filtering using STRATUS viewer Display Modes
  • Delete - The trash can button allows you to delete undesired tracking statuses.


Info


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