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 |
|---|---|---|
| Hidden from client | Product being prepared, not yet proposed | No |
| Proposed | Product presented to the client for review | Yes |
| Rejected | The client has rejected the product | Yes |
| Validated | 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
Associates, administrators, and owners can change any product status at any point in the lifecycle.
Client side
Invited clients can update proposed products:
- Validate the product
- Reject the product
Post-validation statuses (ordered, delivery, received, installed) are usually managed by the agency.
Change a product status
- Open the product sheet 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 Hidden from client 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