How to Add and Manage Custom Order Statuses
Managing order statuses effectively is essential to keeping track of order progress and communicating with customers. By default, your eCommerce system comes with a set of predefined order statuses. However, you may find the need to add custom statuses to better fit your workflow. The Order Status Manager module allows you to easily create and manage additional order statuses, tailor personalized messages, and modify primary actions and triggers based on the order's payment status or other factors.
Changing the Status of an Order
When you change the status of an order (for example, from “Pending” to “Shipped”), the system will automatically send a notification email to the client informing them of the change. This keeps customers up-to-date on their order progress.
For more details on how to modify and personalize these notification emails, please refer to the article Change Description for Notification Emails. There, you can learn how to adjust the content of each email based on the order’s status.
Adding Additional Order Statuses
To enhance the order management process and better categorize your orders, you may want to create custom order statuses. The Order Status Manager module allows you to do this effortlessly.
How to Add Custom Order Statuses
1. Access the Order Status Manager:
o Navigate to Modules in your admin panel and locate the Order Status Manager module.
o Click to open the module’s settings.
2. Add a New Status:
o Within the module, you’ll find the option to Add New Order Status. Click this to create a custom status for your orders.
3. Configure the Status:
o Status Name: Give the status a clear and descriptive name, such as "Preparing for Shipment," "Awaiting Payment," or "Backordered."
o Personalized Message: You can create a specific message that will be sent to customers when their order reaches this status. This is important for keeping customers informed with relevant and tailored communication.
o Color Coding (Optional): You can assign a specific color to the status for easy identification within the admin panel.
4. Save the Status:
o After configuring the new status, click Save to add it to the list of available order statuses.
Modifying Primary Actions and Triggers
The Order Status Manager module also allows you to modify Primary Actions and Triggers for different order statuses. This helps automate specific tasks related to new orders, paid orders, or orders with failed payments.
Primary Actions:
• You can set primary actions that should occur when an order enters a certain status. For example:
o Email Notifications: Send a custom notification to the customer or admin.
o Inventory Updates: Update stock levels automatically when an order is marked as "Shipped."
o Payment Confirmation: Automatically process payment once an order is marked as "Paid."
Triggers:
• Triggers can automatically initiate specific tasks when an order enters a particular status. For example:
o Trigger a shipping label generation when the order is marked as "Ready to Ship."
o Trigger a reminder email for failed payments when the order status is “Payment Failed.”
The Order Status Manager module gives you full control over your order processing system by allowing you to add custom order statuses and personalize order status notifications. By tailoring these statuses and messages, you can improve communication with your customers, enhance operational efficiency, and create a more personalized shopping experience.
Take full advantage of the Order Status Manager to streamline your workflow, automate tasks, and provide exceptional customer service throughout the entire order lifecycle.
For more details on the Order Status Manager module, visit Additional Modules > Status Manager.