Overview
Review the buyer's Customer record, any Application, and the Youngling you are placing. On the youngling, Pick order (litter) documents sequence; Status moves toward sold when placement is final. Link the sale to an Order when money and paperwork follow that path.
Matching factors
- Program fit and communication history in notes
- Application answers vs. current reality
- Puppy price, temperament notes, and medical context on the youngling
- Timing relative to go-home dates
- Any fairness rules you publish to buyers
Practical note
Write the decision in notes while it is obvious—later it will not be.
Admin setup
Application forms and customer statuses in Store; no separate waitlist admin page required.
Advanced options
Link waitlist entries to applications and customer detail.
Troubleshooting
Buyer claims they were “first”: use dated waitlist and application records.