Statuses

Status appears as a colored badge on list rows, cards and record headers, and as a row of status buttons with counts at the top of each list. Green means done or active, blue means in progress, yellow means paused or needs attention, red means stopped or removed, and grey means not started or closed. Click one or more status buttons to filter a list; click Total to clear the filter.

Quotes

Status	Meaning	How a quote gets here
Draft	Being prepared. Editable.	Created from the cart, or by Duplicate and revise or Renew Quote.
Sent	With the customer. Still editable.	Send to Customer or Save & Send. Resend keeps it Sent.
Approved	The customer accepted it.	Mark Approved.
Rejected	The customer declined it.	Mark Rejected.
Expired	The expiration date passed without a decision.	Set by the system. A Draft or Sent quote past its date shows “Expired” under Expires in but keeps its status.
Converted	Turned into a sales order.	Convert to Sales Order on an approved quote.

Sales Orders

Status	Meaning	How an order gets here
Draft	Saved, not sent. Editable.	Add to New Sales Order from the cart, or converting a quote.
Sent	Sent to the customer. Editable.	Send to Customer. Resend keeps it Sent.
Confirmed	Committed; fulfillment can start. Editable.	Confirm Order.
In Fulfillment	At least one fulfillment order is in progress.	Set by fulfillment progress.
Partially Fulfilled	Some fulfillment orders were delivered.	Set by fulfillment progress.
Fulfilled	Every fulfillment order was delivered.	Set by fulfillment progress.
Cancelled	Withdrawn. Read-only.	Cancel Order on a Draft, Sent, Confirmed or In Fulfillment order.
Closed (Full)	Closed after everything was delivered. Read-only.	Close Order on a Fulfilled order.
Closed (Partial)	Closed with the undelivered fulfillment orders cancelled. Read-only.	Close Order on a Partially Fulfilled order.

An order cannot be cancelled or closed while one of its fulfillment orders is assigned to a shipment; Omni explains this in a Can’t Cancel Sales Order or Can’t Close Sales Order dialog.

Invoices

Status	Meaning	How an invoice gets here
Draft	Created, not yet sent.	Omni creates the invoice when a fulfillment order is delivered.
Sent	Sent to the customer at least once.	Send Invoice. Send Again keeps it Sent.
Partially Paid	Some of the balance has been received.	Record Payment for less than the balance.
Paid	Balance is zero.	Record Payment for the full balance.
Void	Cancelled. Final; amounts are struck through.	Void Invoice.

Download PDF is available in every status.

Fulfillment Orders

Status	Meaning	How an order gets here
Created	New, not yet released for picking.	Created when a sales order is confirmed, or as a backorder after a short pack.
Ready to Pick	Released to the warehouse.	Set Status.
Picking	Items are being picked.	Set Status, or saving progress on Pick Tasks.
Packed	Picked and packed, waiting for a shipment.	Confirm Pick & Pack.
On Hold	Paused. Picks are kept and can still be edited.	Put On Hold. Resume Picking returns it to its previous status.
Assigned	On a shipment.	Set when the order is added to a shipment.
Delivered	Delivered to the customer.	Set when the shipment line is marked delivered.
Cancelled	Withdrawn.	Set when the sales order is cancelled or closed.

Each line on the Pick Tasks tab also shows a line status: Not Picked, a fraction such as 3/5 while partially picked, or Fully Picked.

Shipments

Status	Meaning	How a shipment gets here
Pending	Built, not yet departed.	Create Shipment.
In Transit	On its way.	Mark as In Transit, also used to resume after a delay.
Delayed	Held up in transit.	Mark as Delayed.
Delivered	Every fulfillment order on it was delivered.	Deliver on the last open fulfillment order.
Partially Delivered	Some fulfillment orders were delivered and the rest were removed.	Deliver or Remove on the last open fulfillment order.
Cancelled	Withdrawn, or every fulfillment order was removed before delivery.	Cancel Shipment, or Remove on the last fulfillment order.

Fulfillment orders on a shipment show their own status: Assigned, Delivered or Removed.

Projects, Jobsites and Supply Points

Record	Statuses	Notes
Project	Planning, Active, Completed, Inactive	Chosen in the project form. Lists sort in this order.
Jobsite	Planning, Active, On Hold, Inactive	New jobsites start as Planning.
Supply Point	Planning, Active, On Hold, Inactive	New supply points start as Active. The Archived button on the list shows supply points retired outside Omni; there is no archive action.

Hardware

Status	Meaning
Available	In stock, ready to assign.
In Progress	Being prepared or set up. The default for new units.
Active	In service.
Inactive	Retired.

Status is set in the hardware form and is independent of whether the unit is assigned to a supply point.

Products

Status	Meaning
Draft	Being set up. The default for a new product.
Active	Sellable. Shown in the Product Catalog.
Discontinued	No longer sold. Listed read-only on price lists.
Deleted	Removed. Visible only under the Deleted filter. Listed read-only on price lists.

Price Lists

Status	Meaning
Draft	Being prepared. Not applied to quotes or sales orders.
Active	Applied to quotes and sales orders for its assigned companies.
Archived	Retired. Cannot be assigned to new companies; existing assignments can be removed.

New price lists start as Draft. Change the status in Edit Price List.

Companies

Status	Meaning
Active	In use. Offered in every company picker.
Inactive	Kept but not offered for new quotes, orders or people. Existing links stay.

Set the status in Add Company or Edit Company. Delete Company removes the company entirely; people who were linked to it show “(Deleted)” before the company name.

People

Status	Meaning	How a person gets here
Pending Verification	Invited, has not set a password yet.	Add Person.
Active	Can sign in.	The person sets their password, or Reactivate after a suspension.
Suspended	Temporarily blocked from signing in.	Suspend.
Deactivated	Permanently blocked. Final.	Choosing Deactivated when editing.

Roles have a type rather than a status: System roles cannot be changed or deleted; Custom roles can.