Limit a User's Order Status Permission

It may be helpful to limit some Users' Order Status Permission. Here are some examples:

  • Apply a limit to the sales team to disallow changing a Sales Order’s status beyond Committed.
  • Allow the warehouse team to only move an Order’s status to Picked or Packed.
  • Allow the accounting team to mark an Order as Shipped/Invoice.

System Configuration setting

  1. Navigate to Administration ➤ System Configuration ➤ Sales Document.
  2. Locate the option for Status Security.
  3. Double-click in the Value field and select the highest Order Status you wish to make available to all Users.
  4. Click OK to save your settings and exit the System Configuration window.

In most cases, it is best to leave this set to Shipped/Invoice.

System Configuration setting

Individual User/Group setting

  1. Navigate to Administration ➤ User Access Levels.
  2. Open the record of the User/Group you want to grant a different access setting to and click the System Access tab.
  3. In the lower right corner, under Other Settings, locate the option named Status Security.
  4. Double-click in the Value field and select the highest Order Status you wish to make available to this User/Group.
  5. Click OK to save your settings and exit the User window.
Individual User/Group setting