# Secondary Status
Secondary Status adds an extra status dimension on selected transaction types (for example dispatch stage on a sale order, or sales stage on an opportunity) beyond the primary Draft / Approved / Cancelled lifecycle.
Overview & List View
Go to Settings → Others → Secondary Status.
List columns: Id, Name, Description, Transaction Type, Status.
Quick filters: Active (default), Suspended.
Filters: Name, Status, Created Date.
List actions: New, View, Edit, Suspend, Activate, Delete (multi).
Fields
| **Field** | **Description** |
|-----------|-----------------|
| Name * | Status label shown on transactions. |
| Description | Optional notes. |
| Transaction Type * | Document type this status applies to (e.g. Sale Order, Opportunity). |
| Status | Active or Suspended. |
Each secondary status belongs to one transaction type. Create separate rows for Opportunity stages vs Sale Quotation stages even if the labels look similar.
Supported Transaction Types
| **Transaction Type** | **Where it is used** |
|----------------------|----------------------|
| Sale Invoice | Sale Invoice view / Update Secondary Status |
| Sale Order | Sale Order view / Update Secondary Status |
| Sale Quotation | Sale Quotation view / Update Secondary Status |
| Credit Note | Credit Note |
| Sale Debit Note | Sale Debit Note |
| Delivery Note | Goods Delivery Note |
| Purchase Quotation | Purchase Quotation |
| Purchase Order | Purchase Order |
| Purchase Invoice | Purchase Invoice |
| Debit Note | Purchase Debit Note |
| Receipt Note | Goods Receipt Note |
| Production Order | Production Order; see Secondary Status Order Report |
| Opportunity | Opportunity view, list filter, and CRM opportunity reports |
Actions
Standard master-data list actions. On supported transactions, users update secondary status from the more menu (Update Secondary Status) when they have Secondary Status access. History appears on the Secondary Status sidebar tab where the transaction view includes it.
Opportunity
Use Transaction Type = Opportunity for CRM deal stages (for example Qualified, Negotiation, Proposal Sent) and enquiry mid-flow stages such as Open and Checking in Mill. Enquiry automation sets Checking in Mill when Stock Status is Check in Mill, and returns to Open after Mill Stock or Alternative. See Opportunity — Enquiry desk.
- Update from Opportunity → More → Update Secondary Status (Approved, Open, Closed, or Lost).
- Filter the Opportunity list by Secondary Status.
- View history on the opportunity Secondary Status sidebar tab.
- Analyse volume and time in stage with Opportunity Secondary Status.
Secondary status does not replace primary opportunity status (Approved / Closed / Lost). Use Mark Lost or Close for outcome; use secondary status for sales-stage tracking.
FAQ
What is Secondary Status vs primary status?
Primary status is Draft/Approved/Cancelled lifecycle (plus Lost/Closed where applicable). Secondary status is an extra label for internal tracking without changing posting.
Which modules use secondary status?
See Supported Transaction Types — sale and purchase documents, production orders, and opportunities.
Does secondary status block approval?
No. It is informational unless paired with custom workflow rules outside this master.
Can I filter lists by secondary status?
Yes when the list supports the filter — for example Opportunity Advanced Filter → Secondary Status.
Can I delete a secondary status in use?
Documents may still show the old label until edited — suspend to prevent new use instead of delete when history exists.
How do I set up opportunity pipeline stages?
Create Active Secondary Status rows with Transaction Type = Opportunity, then update them on each opportunity. There is no separate opportunity kanban board.