Glossary of PIC Statuses
Date Written: 7.18.2024
Date Last Revised: 08.07.2024
Written By: Lauren Bieritz
Proofed By: Stephanie John
Below is a glossary for the different statuses in PIC. Each status has a number after it. The number is the code for that status. The code is used within the PIC system for programming purposes (e.g., writing custom reports to gather data).
QUOTE: The Sales Order (SO) is a quote only. It cannot be processed without converting it to an order. Customers can enter quotes by logging into PIC, and PD team members can enter quotes for customers on their accounts. Quotes are voided automatically by PIC after 45 days. If a customer enters a quote, we either need to log into their OSC to release it as an order or have the customer submit the order on their end.
WEB HOLD: A new order submitted by a customer via their PIC portal or from another system that is synced with PIC (e.g., Touchpoint orders from Budget Blinds customers). These orders have been finalized by the customer and pushed to WEB HOLD by selecting “Send to Fabricator” on the Summary screen of an SO. The order has not been processed so any change/cancellation requests can be honored.
EDI HOLD: A new order submitted electronically from another system that has been mapped to PIC (e.g., GCC or Blinds Galore orders). These orders are transmitted to PIC in batches at scheduled times each day. The order has not been processed so any change/cancellation requests can be honored.SHORT STOCK: Warehouse (WH) orders for sample books or parts that are on backorder. ESDs are revised to the expected restock date to aid in customer communication.
CREDIT HOLD: Accounts that are past due on payment or over their credit limit are placed on CREDIT HOLD (CH). Any order placed while on CH will be held for processing until the account is back in good standing.
APPROVED: A new order released from WEB/EDI that has been checked by Order Processing (OP) and cleared to place on the factories for production. The SO is ready to have a Purchase Order (PO) generated for the correct vendor(s).
CSR HOLD: Orders that are on a Customer Service Rep hold. These orders have been flagged by CS or OP while in process and need clarification from the customer before we can release the order. Orders can also be put on CSR HOLD per the customer’s request if not already in SPECIAL PO SENT status.
IN PROCESS: WH orders for sample books or parts that have been reviewed by the WH team and printed to be shipped that day. The SO is currently being fulfilled in the WH so any changes needed during this status should go directly to the WH team.
SPECIAL PO SENT: The SO has been fully processed, and the PO(s) have been placed on the vendor(s) for production. OP would need to check with the factory for any change/cancellation requests to see if there would be an associated scrap charge.
UNPACKED: Line items on the SO were previously packed and tracking loaded, but the packing/tracking information was incorrectly entered. The steps are backed out to revise the order and load the correct tracking information. Until the order is revised and correct tracking information is loaded, the status remains as UNPACKED.
PARTIAL PACKED: Some lines on the SO are marked as packed and ready to ship.
FULL PACKED: All lines on the SO are marked as packed and ready to ship.
PARTIAL SHIPPED: Some lines on the SO have shipped and have tracking information loaded. You see this the most often with a mixed product SO. For example, an order may have roller shades (RS) and a sliding panel (SP) on the order. The roller shades will ship within 1 week, and the tracking will be loaded for the RS lines only. The status of the order will remain as PARTIAL SHIPPED until the SP portion also ships and tracking is loaded.
FULL SHIPPED: All lines on the SO have shipped and have tracking information loaded for each line.
INVOICED: An invoice has been sent to the customer. We do not partially invoice SOs. The customer will not receive an invoice until the order has fully shipped. At the end of each day, PIC batches and sends all invoices out automatically for any order that pushed to FULL SHIPPED during that day.
PAID: The SO’s invoice has been paid in full.
NOT USED: A spare status that has not been allocated.
VOIDED: The SO has been cancelled on the customer’s account. Details about the reason for cancellation can be found in the Order Notes.
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