The Statuses tab should be used to create the relation between certain actions of the system and the statuses of items. This means for example, when a Deal is created, the status of the Deal will be Pending if this is selected from the drop-down.
These six actions are definable as status relation:
Lead Create - status of Lead when it is created
Booking create - status of Deal when it is created
Option Create - status of an Option type deal when is created
Lead Assign - status of a Lead when the lead is assigned to another user
Lead to Option - status of a deal when the Lead is saved as Option
Option to Booking - status of a deal when the Option is saved as Booking
Booking on travel date - status of a deal when the start date is the current date
Booking after return date - status of a deal when the return date has passed
Cancelled by Operator - status of a deal when it is cancelled by the operator
Cancelled by Customer - status of a deal when it is cancelled by the customer
Customer Payment Status related actions:
Customer Payment Create - status of the Customer Payment when Deal is created and the Customer Payment entry is added in Customer Payment List
Customer Invoice Status related actions:
Customer Invoice create - status of the invoice when it is created
Customer Invoice credit - status of the invoice when the credit note is created
Invoice partial payment - status of the invoice when partial payment is received
Invoice full payment - status of the invoice when full payment is received
Supplier invoice Status related actions:
Supplier Invoice Create - the status of the supplier invoice when it is created
The statuses are settable from choice-list but come predefined when the account is set up.
