Apply a status indicator

Updated 2 years ago by Rachel Wilson

Apply status indicators to a line item to indicate that further action is required. More than one status indicator can be applied to a single item.

  1. Open an estimate, and select the XactContents tab.
  2. Right click a line item in the Inventory tab.
  3. Place your cursor over Status Indicators, and select a status. Status indicators are listed in descending order of priority, beginning with Zero Total, Uncategorized, and the four custom status colors:
  • Use the Zero Total (red) status to indicate that the item has a total RCV equal to zero. This could be because the item has a quantity or unit price of zero.
  • Use the Uncategorized (teal) status to indicate that the item has not been categorized or reviewed.
  • Use up to four of your own custom indicators. To name a custom selector, click Edit Custom Status instead of a specific status selector. Click Yes, then type a new name for the custom status in the Custom Statuses dialog box.

To clear a status indicator:

  1. Open an estimate, and select the XactContents tab.
  2. Right click a line item in the Inventory tab.
  3. Place your cursor over Status Indicators, and deselect a status. 

How Did We Do?


Powered by HelpDocs