Status Configuration

Configure custom quote statuses for your workflow.

State vs. Status (Important)

B2B Quote typically distinguishes between:

State: fixed lifecycle stage (system-driven, used by business logic)
Status: configurable label used for workflow / UI / filtering (admin-managed)

In practice:

states describe where the quote is in the lifecycle (draft, pending, in_review, approved, accepted, ordered, expired, cancelled…)
statuses describe your business process (e.g. “Needs Tech Review”, “Waiting for Vendor”, “Approved – Awaiting PO”)

See:

Quote Lifecycle

Status Management

Sales > B2B Quotes > Quote Statuses

Create Status

Click "Add New Status"
Configure settings
Save

Status Settings

Field	Description
Label	Display name
Code	Unique identifier (cannot change after save)
Color	Display color in grid
Position	Sort order
Is Active	Enable/disable status

Allowed Transitions

Status transitions are configured in a dedicated admin screen:

Status Transitions

Tip: If transitions are too strict, admins/customers will see “invalid transition” errors. Start with a permissive matrix, then tighten.

Status Colors

Visual identification in grids:

Default Color	Status Type
Gray	Draft, Pending
Blue	In Progress
Green	Positive (Approved, Accepted)
Red	Negative (Rejected, Expired)
Purple	Final (Ordered)

Custom Status Examples

Needs Approval

Label: Needs Approval
Code: needs_approval
Color: Orange
Behavior: Visible to customer, Allow messages
Transitions From: Review
Transitions To: Approved, Rejected

On Hold

Label: On Hold
Code: on_hold
Color: Yellow
Behavior: Hidden from customer, No editing
Transitions From: Any active status
Transitions To: Review, Rejected

Partial Accepted

Label: Partially Accepted
Code: partial_accept
Color: Light Green
Behavior: Visible, Allow messages
Transitions From: Approved
Transitions To: Accepted, Negotiation

Status Workflow

Simple Workflow

Draft → Submitted → Review → Approved → Accepted → Ordered
                         ↓
                    Rejected

Advanced Workflow

Draft → Submitted → Review → Needs Approval → Approved → Accepted → Ordered
                         ↓          ↓              ↓
                    On Hold    Rejected     Counter Offer
                         ↓                       ↓
                      Review              Re-Review → Approved

Translation

Status labels support multiple store views:

Open status
Switch store view
Enter translated label
Save

Best Practices

Keep It Simple: Start with default statuses
Clear Names: Use descriptive labels
Logical Transitions: Define sensible workflows
Consistent Colors: Use color coding meaningfully
Document Changes: Record custom status purposes