The main flow
An item normally travels left to right.Approved is the status the project Overview counts. The Ready to
order card is simply the number of approved items with no order against
them — the gap between the client saying yes and you actually buying the
thing.
The three that sit outside the flow
Setting the status
Three ways, depending on how many rows you are changing:- One row — the Status cell on any view, or the Details tab of the row’s Detail drawer.
- Several rows — select them with the checkboxes on the left and set the status for all of them at once.
- From chat — ask Atelier’s AI or the Claude connector to move items on, for example mark the dining chairs as ordered.
Where status shows up
- Project Overview — Ready to order counts approved-but-not-ordered items.
- Procurement view — Organised around status, alongside PO, order date, shipping and tracking.
- Client-facing documents — Shared schedules and PDFs show status, so the client can see what has shipped.
- Financials — Rejected and reuse items are excluded from what the client will be charged.