How Does a Signup (Prospect) Proceed to an Order?

The process of converting a signup into an order involves specific conditions and manual steps to ensure smooth progression. This article explains the workflow and key statuses involved.

Solution Overview

  1. Signups on Non-Deliverable Objects
    When a signup is created, it is associated with objects in the Not Deliverable status. At this stage, the signup remains pending and does not transition to an order.

  2. Changing Object Status to "In Deployment"

    • A manual step is required to change the object's status to In Deployment when it is decided that the object/address will be built.
    • This action signals the start of the deployment phase.
  3. Signup Transition to Order

    • Once the object's status is set to In Deployment, the associated signup automatically transitions into an order within the system.
    • This order remains inactive until the next step.
  4. Activation of the Order

    • The order will not be activated until the object is fully deployed, and its status changes to Deliverable.
    • This ensures that only completed and ready-to-use objects result in active orders.

Key Notes

  • The transition from signup to order depends on the object's status.
  • Moving the object to In Deployment is a manual process, requiring deliberate action to confirm that the object will be built.
  • The order's activation is conditional upon the object's readiness (status: Deliverable).

By following these steps, the system ensures an organized progression from signup to deployment and order activation.