Stage pills and what they mean
The canonical reference for stage pills. What each colour and label signals, and the three status dimensions underneath.
A stage pill is the small coloured label that summarises where a vehicle is in the pipeline. You'll see one on every vehicle in the Vehicles list, on Pipeline board cards, on the Dashboard, and in the header of each vehicle's detail page. This article explains what each pill means and how it's derived.
The six stages
| Pill | Colour | Meaning |
|---|---|---|
| Purchased | blue | You've bought or committed to buy. No booking yet. |
| In transit | violet | On a vessel or in transit to the destination. |
| Arrived at destination | sky | Landed at the destination port, being processed. |
| Preparation | amber | In preparation for sale (inspection, repairs, detailing, paperwork). |
| Sale ready | emerald | Prep is complete. Available to reserve or sell. |
| Sold / Delivered | slate | Reserved, sold, or delivered. |
Special labels during Arrived
When a vehicle is in the Arrived stage, list views may show a more specific label reflecting where it actually is in the arrival process:
- Customs: the vehicle is going through customs processing.
- Released: customs has released it, waiting to be collected or moved to the workshop.
The pill colour stays in the Arrived sky palette; only the label text changes to tell you the sub-step.
What drives the pill
Each vehicle has three separate status fields. The pill is derived from them. You don't normally edit these directly; they change as a side-effect of data you capture elsewhere in the app.
- Commercial status: where the vehicle is in the sales lifecycle. Values: Purchased, InStock, Reserved, Sold, Delivered.
- Logistics status: where the vehicle physically is. Values: AwaitingBooking, Booked, AtOriginPort, OnVessel, InTransit, ArrivedDestinationPort, CustomsProcessing, Released, Collected, AtWorkshop.
- Workshop prep status: how far through prep the vehicle is. Values: InspectionBooked, InspectionPassed, RegistrationInProgress, AwaitingRegistration, MediaReady, SaleReady.
How the pill is derived
The derivation runs in order. The first rule that matches wins:
- If commercial status is Reserved, Sold, or Delivered, the pill is Sold / Delivered.
- Otherwise, if prep status is SaleReady or commercial status is InStock, the pill is Sale ready.
- Otherwise, if logistics status is AtWorkshop, the pill is At workshop.
- Otherwise, if logistics status is ArrivedDestinationPort, CustomsProcessing, Released, or Collected, the pill is Arrived at destination.
- Otherwise, if logistics status is OnVessel or InTransit, the pill is In transit.
- Otherwise, the pill is Purchased.
The Reserved badge
When a customer is linked to a vehicle that hasn't yet moved to Sold / Delivered, a second small badge labelled Reserved appears alongside the stage pill. It calls out at a glance that the vehicle has a buyer attached.
If your organisation uses the Sale checklist, the Reserved badge is colour-coded by checklist progress:
- Grey: the sale checklist feature is off, or no templates are flagged for the checklist.
- Amber: at least one checklist item is still outstanding on this vehicle.
- Green: every applicable checklist item is complete (or marked excluded).
Once the vehicle moves to Sold / Delivered, the Reserved badge stops being colour-coded; the stage pill itself carries the meaning.
Stages in different views
Different views show different groupings of the same six stages. They all read from one underlying model, so a vehicle's pill is consistent everywhere you see it.
- Dashboard: six columns in its pipeline overview.
- Vehicles list filter tabs: seven tabs, because Reserved and Sold / Delivered are split out for sales work.
- Pipeline board: six columns (the same six as the Dashboard).
When the pill changes
Mostly as a side-effect of data you enter elsewhere:
- Assign a shipment, add booking details, mark it arrived: logistics status advances, pill updates.
- Complete the prep tasks on a vehicle: prep status advances, pill flips to Sale ready.
- Allocate a customer and record a payment: commercial status advances, pill flips to Sold / Delivered.
You can also move a vehicle manually with the Move stage button. See Moving a vehicle between stages.