Statuses are the workflow stages an item moves through. Articles, components, samples, orders, measurement charts, and suppliers each have their own status list, configured in Admin. The lists are independent, but every one is built and edited the same way.
Adding and editing a status
Open the relevant status page in Admin and click Add new status. Give it a name and pick a color — the color identifies it on the board and in table views — then set the further options and save. To change a status, click it, edit its fields, and save. Statuses are shown in the order items progress through them, from top to bottom and can be reordered by dragging the dots to the left.
Article status
Article status carries by far the most configuration, so it's worth taking each part in turn. Alongside the name you set:
External code — the code integrations use to refer to the status.
Color and icon — how the status looks on the board and in tables.
Exclude from default filtering — keeps the status out of the default view, which suits archive-type stages.
Allow delete — whether items in this status can be deleted.
Lock article and SKU number — fixes the article and SKU numbers so they can't change while an item sits in this status.
Lock removal of SKUs — stops SKUs being removed at this stage.
Minimum hierarchy level — restricts the status to items at or below a chosen level of the hierarchy.
SKU code settings
Open SKU code settings to control how each SKU code (EAN) type behaves at this status. For each code type you set three toggles: Locked, so the code can't be changed; Auto generate — the system fills in the SKU code automatically when an article enters the status you're setting up; and Required, so an item can't sit at this status without it.
Required fields
Every status except the first has a Required fields button, where you set what must be completed before an item can move into the status. It opens three lists: Required fields (standard fields such as size, color, supplier, prices, or materials), Required tag categories (a tag from each chosen category), and Required custom fields. An item can't enter the status until everything listed is filled in.
Component status
Component status takes a name, a color, and an exclude-from-default-filtering option. It marks where a component sits in its development and approval flow.
Sample status
Sample status takes a name and a color, and adds one option of its own: Available for sample round types. Tick the round types the status should appear for; leaving them all unticked makes it available for every round type. It marks the outcome of a sample review.
Order status
Order status takes a name, a color, and an exclude-from-default-filtering option, plus a State field that maps your status onto the system's underlying order state. The State mapping keeps a custom status behaving correctly in order logic while still showing your own chosen name.
Measurement chart status
Measurement chart status is the simplest of the lists — just a name and a color — used to mark a chart's approval stage.
Supplier status
Supplier status takes a name and a color, and marks where a supplier sits in the approval process.
💡 Good to know. When an article's number or its SKUs become read-only, it's because the article's current status locks them. They become editable again in a status that doesn't lock them.