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When Should I 'Close' the Fulfillment Status?

Here are examples for when you should 'Close' the Fulfillment Status.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

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'Closing' the Fulfillment Status is the best thing to do to communicate that you are 'done' with a project.
Here's a list of examples to get you inspired:

  • All the items are checked back in by our team and no further action is required on item movement for this project. (ie, no damages, everything made it back, etc)

  • Any damaged or missing items have been marked as a Set Aside

  • We've charged the client for damages or missing items.

  • All tasks have been completed on the project.

  • All of client's outstanding questions on final invoice have been addressed.

  • No remaining balances are due on the project.

  • Any Overpayments have been remedied.

  • Event Photos have been loaded to the Files Tab.

  • All event paperwork and photos have been tagged to the appropriate client, company or venue

  • I've paid our staff for the job.

In conclusion, 'Closing' the Fulfillment Status is the best thing to do to communicate that you are 'done' with a project.

Pro Tip: Add the 'Fulfillment Status' Custom Column to quickly see which projects have open or closed Fulfillment statuses.

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