Pistachio statuses and the order lifecycle
Sales Order: An order a customer places with you.
Draft - Every sales order starts in draft. At this point, the sales order is fully editable.
In Review - The sales order is being reviewed for correctness.
Pending - The order is open and in process. Sales orders automatically move to “Pending” when payment is taken on the order.
Ready - The order is ready to be delivered. Sales orders automatically move to “Ready” when all items on the order have fulfillment status “Received” and inventory status “Ready”.
Complete - All items on the order are delivered. Sales orders automatically move to “Complete” when all items on the order have been marked “Delivered”.
Note: Manually changing the status to Complete will NOT mark the items delivered.
Cancelled - All items on the order are cancelled. Sales orders automatically move to “Cancelled” when all items have been cancelled using the “Cancel Items” feature.
Purchase Order: An order you place with a vendor.
Draft - Every purchase order starts in draft. At this point, the purchase order is fully editable.
In Review - The purchase order is being reviewed for correctness.
Sent - The purchase order has been sent to the vendor. If the purchase order is sent via email through Pistachio, this status updates automatically. If the purchase order is placed outside of Pistachio (e.g. through a vendor portal), the purchase order can be marked sent manually by changing the status.
Ack Received - The vendor has acknowledged the purchase order with a confirmation. Purchase orders automatically move to “Ack Received” when an acknowledgment number is added via the Acknowledge Purchase Order feature in the action menu (3 dots) on the Purchase Order table.
Confirmed (optional) - The purchase order acknowledgment has been reviewed and verified to be correct. Purchase orders can be manually marked “Confirmed” using the status drop down.
Partially Received - At least one item from the Purchase Order has been received. Purchase orders automatically moved to “Partially Received” when at least one item from the PO has fulfillment status “Received”.
Note: Manually changing the Purchase Order to “Partially Received” will NOT receive the item into inventory.
Received - All items from the Purchase Order have been received. Purchase orders automatically move to “Received” when all items have fulfillment status “Received”.
Shipment: A shipment of goods from a vendor coming to your store or warehouse.
Draft - Every shipment starts in draft. At this point, the shipment is fully editable.
Scheduled - The shipment has an estimated delivery date. At this point, the shipment will show up on your Calendar in the main navigation.
Incoming - The shipment is on its way. You can manually set a shipment to “Incoming” using the status dropdown.
Received - The shipment has been received at the store/warehouse. You can manually set a shipment to “Received” using the status dropdown.
Note: Manually changing the Shipment to “Received” will receive all items on the Shipment into inventory with an inventory status of “Processing” to allow for QC and put-away.
Cancelled - The shipment record is no longer valid. You can manually set a shipment to “Cancelled” using the status dropdown.
Delivery: A delivery from you to your customer.
Draft - Every delivery starts in draft. At this point, the delivery is fully editable.
Scheduled - The delivery has an Expected Start time. This can be set on the delivery form. The Delivery will automatically move to “Scheduled” when it is saved with an Expected Start time. At this point, the Delivery will show up on your Calendar.
Active - The delivery is currently in progress. You can manually set a delivery to “Active” using the status dropdown.
Delivered - The delivery is complete. You can manually set a delivery to “Delivered” using the status dropdown. When a delivery is marked “Delivered,” all items on the Delivery will be marked “Delivered” and “Not in inventory”.
Cancelled - The delivery is cancelled. You can manually set a delivery to “Cancelled” from the status dropdown.
Draft - Every sales order starts in draft. At this point, the sales order is fully editable.
In Review - The sales order is being reviewed for correctness.
Pending - The order is open and in process. Sales orders automatically move to “Pending” when payment is taken on the order.
Ready - The order is ready to be delivered. Sales orders automatically move to “Ready” when all items on the order have fulfillment status “Received” and inventory status “Ready”.
Complete - All items on the order are delivered. Sales orders automatically move to “Complete” when all items on the order have been marked “Delivered”.
Note: Manually changing the status to Complete will NOT mark the items delivered.
Cancelled - All items on the order are cancelled. Sales orders automatically move to “Cancelled” when all items have been cancelled using the “Cancel Items” feature.
Purchase Order: An order you place with a vendor.
Draft - Every purchase order starts in draft. At this point, the purchase order is fully editable.
In Review - The purchase order is being reviewed for correctness.
Sent - The purchase order has been sent to the vendor. If the purchase order is sent via email through Pistachio, this status updates automatically. If the purchase order is placed outside of Pistachio (e.g. through a vendor portal), the purchase order can be marked sent manually by changing the status.
Ack Received - The vendor has acknowledged the purchase order with a confirmation. Purchase orders automatically move to “Ack Received” when an acknowledgment number is added via the Acknowledge Purchase Order feature in the action menu (3 dots) on the Purchase Order table.
Confirmed (optional) - The purchase order acknowledgment has been reviewed and verified to be correct. Purchase orders can be manually marked “Confirmed” using the status drop down.
Partially Received - At least one item from the Purchase Order has been received. Purchase orders automatically moved to “Partially Received” when at least one item from the PO has fulfillment status “Received”.
Note: Manually changing the Purchase Order to “Partially Received” will NOT receive the item into inventory.
Received - All items from the Purchase Order have been received. Purchase orders automatically move to “Received” when all items have fulfillment status “Received”.
Shipment: A shipment of goods from a vendor coming to your store or warehouse.
Draft - Every shipment starts in draft. At this point, the shipment is fully editable.
Scheduled - The shipment has an estimated delivery date. At this point, the shipment will show up on your Calendar in the main navigation.
Incoming - The shipment is on its way. You can manually set a shipment to “Incoming” using the status dropdown.
Received - The shipment has been received at the store/warehouse. You can manually set a shipment to “Received” using the status dropdown.
Note: Manually changing the Shipment to “Received” will receive all items on the Shipment into inventory with an inventory status of “Processing” to allow for QC and put-away.
Cancelled - The shipment record is no longer valid. You can manually set a shipment to “Cancelled” using the status dropdown.
Delivery: A delivery from you to your customer.
Draft - Every delivery starts in draft. At this point, the delivery is fully editable.
Scheduled - The delivery has an Expected Start time. This can be set on the delivery form. The Delivery will automatically move to “Scheduled” when it is saved with an Expected Start time. At this point, the Delivery will show up on your Calendar.
Active - The delivery is currently in progress. You can manually set a delivery to “Active” using the status dropdown.
Delivered - The delivery is complete. You can manually set a delivery to “Delivered” using the status dropdown. When a delivery is marked “Delivered,” all items on the Delivery will be marked “Delivered” and “Not in inventory”.
Cancelled - The delivery is cancelled. You can manually set a delivery to “Cancelled” from the status dropdown.
Updated on: 25/03/2025
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