The status relating to a return from customer indicates a required action within your workflow. The responsibility to perform that action is therefore monitored on a live basis. A change of status by a user signals the need for a new action, and passes responsibility to perform that action along the workflow. Jim2 records time/date/initial data on status changes for productivity reports, and to keep a secure quality control record for each job.
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Using the return from customer status, you can monitor the success of internal returns procedures or user performance. |
The following statuses are available to map your workflow for returns from customers. You may also add others in the setup defaults:
1.Booked
This is the default status applied to a return from customer when first added. All returns from customers begin with this status.
2.Cancel
This status signals that the return from customer has been cancelled.
3.Finish
This status signals that the return from customer is finished. Once you have set the status as Finish, the return from customer then creates the required transaction journals.
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You can add or edit statuses to match your workflow via Jim2 Tools > Status. The statuses that are underlined cannot be edited or deleted, as they perform a core function in the Jim2 application. |
Further information: