Working with Product Statuses

Product statuses help teams track where each item stands in the sourcing, approval, procurement, and delivery workflow.

Statuses create visibility across design, procurement, operations, and installation teams.

Where Product Statuses Appear

Product statuses appear directly in the Products table and can also be used in filtering, grouping, bulk editing, and exports.

How Teams Use Statuses

Statuses are commonly used to track:

• sourced products

• proposed products

• approved products

• items not paid

• ordered products

• delivered products

• items requiring follow-up

Status and Procurement Workflows

Statuses help teams understand what needs action next.

For example:

• a proposed item may still need client approval

• an approved item may be ready for ordering

• an ordered item may need tracking information

• a delivered item may be ready for install coordination

Using Statuses with Product Manager

Statuses can be updated individually or in bulk using Product Manager.

This is useful when many products move to the same stage at once, such as after approvals, ordering, or delivery confirmation.

Using Statuses in Exports

Status visibility can be included in PDF schedules.

This helps create stakeholder-specific schedules for clients, procurement teams, vendors, installers, and internal teams.

Best Practices

• define what each status means internally

• keep statuses updated throughout procurement

• use bulk edit when multiple products change stages

• filter by status during procurement reviews

• include statuses in exports when stakeholders need visibility

Operational Tip

Status consistency is one of the easiest ways to improve procurement visibility across large projects.