Article Topics


  • How to Access Order Statuses
  • How to Add a New Order Status
  • Information Requested When Adding a New Order Status
  • Column Header Overview: Order Statuses
  • How to Edit an Order Status
  • How to Delete an Order Status

Before Getting Started: Navigate to Order Statuses

 

1. First, on the “Welcome Home” screen, select the “ECOMMERCE” module located to the left-hand side of your screen in the sidebar menu.  

2. Next, in the drop-down list select the “Orders” option, followed by the "Order Statuses" option.

  

3. You will now be prompted with the "Order Statuses" window.
 

 How to Add a New: Order Statuses


Before following the steps below, be sure you are on the Order Statuses screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Order Statuses".


To add a new order status, select the blue “Add New Status” button located towards the top right-hand side of your Order Status window.



Note: Listed below is the information that will be requested (with a brief description of each field) when adding a new order.

Information Requested When Adding a New Order Status


  • Status Name: Give your status a specific name that will help identify what it is. 


Note: Most common statuses are as follows: Pending, Paid, Canceled, Concealed Reversal, Failed, Refunded, Shipped, Voided, Authorize, or Open.


  • Active: Determine if you wish to make this status active or inactive.



Once all required fields have been filled out, be sure to save your work by selecting the blue "Save" button located towards the bottom right-hand side of your screen after completing the process tab.

Column Header Overview: Orders Statuses


  • ID: This field represents the ID number that will be generated by our system specifically designated to a menu type. 
  • Status Name: This column will display the status of the progress of your order.
  • Active: This column will display if a status is to be used or not.
  • Options: This column will grant the user the ability to edit and delete their statuses.



How to Edit an Orders Status


Before following the steps below, be sure you are on the Order Statuses screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Order Statuses".


1. When on your Order Statuses screen, locate the status your wish to edit on your list. Then, select the blue "Options" button associated with that status. 

2. From the drop-down menu, select the "Edit" option.

3. Now when prompted with your order status set up screen, you can edit all your properties previously filled out. Be sure to save your work after editing.

How to Delete an Order Status


Before following the steps below, be sure you are on the Order Statuses screen. If you are in need of assistance for navigating to the proper page, refer to the article "Before Getting Started: Navigate to Order Statuses".


1. When on your Order Statuses screen, locate the status your wish to edit on your list. Then select the blue "Options" button associated with that status. 

 

2. From the drop-down menu, select the "Delete" option.


3. Your order status will now be permanently deleted from the order statuses list.