Sage Sync Resource Guide

SET TO PENDING

PUT JOB ON PENDING

For all Orders and Leads, there is an option to Set to Pending in multiple stages of Action Required. Start by clicking on Set to Pending within an order or lead

In the pop-up, choose Pending Type: Pending Due to Customer, Pending Due to Material, or Pending Due to Store Then select Pending Reason from the drop down of options • If Other is selected, the Custom Reason will become required • Optional: enter a Pending End Date When this date approaches or passes, the job will stay on Pending until it is released • Enter a Comment about why this is set to pending, provide all details Comment is posted in the Order or Lead’s notes • Click Submit

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