Page Comparison

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Please note this demo is in the new “card” line item view, however, this same workflow is available in the existing “tab” line item view as well.

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• Only Admin users have access to change a status on a line item.

• Users cannot move a status to canceled or complete until a reason is selected

• Providing information in the free text box is optional

• If users change the status between complete and canceled, they will need to update their reasoning

Helpful Articles

• Feature Documentation /wiki/spaces/PROD/pages/1999011842

• Operation team documentation

  • How to Update the Complete and Canceled Status for Line Items Ending

  • /wiki/spaces/OP/pages/1413677099

  • /wiki/spaces/OP/pages/1436844038

• Pendo Features

  • Orders > Line Items > Line Item Ending Reasoning > Continue Button

  • Orders > Line Items > Line Item Ending Reasoning Dropdown

• Goal Tracking within the Q3 Dash

Created

This document was created on 10/8/2024