Status
A status indicates where a record is in its lifecycle. In Peasy, statuses are used across purchase orders, sales orders, work orders, bills, invoices, and other records to track progress from creation to completion.
How It Works in Peasy
- Each record type has its own set of statuses (e.g., POs: Draft → Created → Sent → Confirmed → Partially Received → Received)
- Statuses update automatically based on actions (receiving updates a PO's status, fulfilling updates an SO's status)
- Some statuses can be set manually (e.g., marking a PO as sent)
- Status badges appear color-coded in lists for quick visual scanning
- Filter any list by status to focus on records that need attention
Why It Matters
Statuses tell you at a glance what needs action and what's complete. They drive the workflow — a PO can't be received until it's submitted, and an invoice can't be sent until the SO is fulfilled. Statuses keep your team aligned on where every order stands.