Product statuses
Each product follows a lifecycle that reflects its progress, from the initial proposal to on-site installation.
Statuses
| Status | Description | Visible to client |
|---|---|---|
| Unspecified | Product being prepared, not yet proposed | No |
| Proposed | Product presented to the client for review | Yes |
| Liked | The client has expressed interest | Yes |
| Rejected | The client has rejected the product | Yes |
| Approved | The client has approved the choice | Yes |
| Ordered | The product has been ordered | Yes |
| In delivery | The product has been shipped | Yes |
| Received | The product has been received on site | Yes |
| Installed | The product has been installed | Yes |
Who changes statuses?
Agency side
Members, administrators, and owners can change the status of any product at any point in the lifecycle.
Client side
Invited clients can update proposed products:
- Change a product to Liked or Rejected
- Approve a product they liked
Post-approval statuses (ordered, delivery, received, installation) are generally managed by the agency.
Change a product's status
- Open the product page or use the product list
- Click the current status
- Select the new status
You can also change the status of multiple products in bulk via Select products.
Best practices
- Keep products as Unspecified until they are ready to be presented
- Move to Proposed only when the product is complete (images, price, description)
- Use status filters to track progress — see Filter products