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What is the Doc Status used for?

April 26, 2017DOC Status Used

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What is the Doc Status used for?

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A. The Doc Status is used to track the different types of Quotes, Order, and Invoices you may have. For example, you may have a status of “unfinished” for a quote that is not complete, or a status of “lost” for a quote in which you lost the sale. By having multiple “Doc Status” values it will be easier for you to find the document you are looking for. This is very helpful when running management reports.