Order Status

overview & purpose after the time you receive an order and till the time it gets processed and is delivered to the customer, the order undergoes several status changes these statuses keep the customer informed about their order and also help you in tracking the orders through various stages there comes a time when you have to update the status manually both for your reference and the customer's preference for such a situation, we have an order status page wherein you can edit the pre defined order statuses or create a new one types of order status in the onprintshop system, we have two types of statuses as per order and as per order products we provide some statuses with the solution and also offer the facility to admin for creating new status as per their business needs order status these statuses apply to the whole order order product status these statuses are product specific for example, 3 products in any order can have different statuses at different order stages dashboard at a glance the dashboard enlists all the pre created statuses as displayed in the above section you get the option to switch between the order status and order product status tabs click on the +add button to quickly add a new order status or order product status various attributes of any order status are customer status when the admin creates statuses for internal purposes, they have an option to assign a different status that will be visible to their customers for example, the admin has created a status named "cutting" that will be used for internal purposes or order tracking for this status, the admin can choose to display the "order processing" status to customers notify customer for every status created, you can decide whether or not to inform the customer there are a few statuses, such as order cutting, order printing, and order touch up for which there is no need to inform the customer use on job board you can use the status created on the job board to keep track of the orders via the board tick the option if you want the job board to display orders with that particular status allow cancellation there are certain stages where order cancellation can give you huge profit losses to overcome this issue, we have given you the option to decide when the customers can cancel the order this can save you from taking up huge losses allow invoice download understanding the business requirements we have given an option wherein you can decide upon when to allow/disallow customers from downloading the order invoice status you can enable or disable any status based on the requirements the statuses that are assigned to any order, there will be one confirmation message showing the number of orders assigned to that status, and you can take the action as per action menu edit you can edit the status title, email subject, email message, color options, and other settings delete you can delete any status from the system when it is not required if an order status or order product status is assigned to existing or archived orders, order products, or payment methods, the admin can delete it by simply switching all affected records to another active status using a guided pop up the system will generate invoice numbers based on order status, irrespective of the payment status e g – set the invoice number generation based on ready to pick up or any other shipping statuses now, you have the control to decide at what stage of your order cycle you want the auto invoice id to be generated when the site setting is enabled, and the system finds an order in that status, it provides an invoice number generation button note this function of auto invoice id generation can be implemented via a site variable setting connect with the technical team for the same add new order status click on the +add button to add a new order status order status type as discussed earlier you will get two options namely order status (applied to the whole order) and order product status \[applied to particular product(s)] set as you can choose the order stage when this category will be used some of the categories are normal a normal category created this can be used after an order is placed completed these statuses will be helpful after an order gets completed canceled these statuses will come into action after an order gets canceled either from the customer's side or admin's side shipped these statuses are related to shipping for example order ready for pickup, order picked, order shipped, out for delivery, etc status related order status this setting will appear when you have selected "order product status" in the order status type with this, you can set a status for the entire order which will be displayed in case of this configured order product status for example, you created a new order product status "printing" and you have set the order status as "order processing" so, when the customer has placed an order with single or multiple products, and one of which has the status as "printing" then the order status for the entire order will be displayed as "order processing" as all of the orders are in different statuses status title this will help you and your customers in identifying the order thus, try to keep the order title precise and up to the point such that the customer is able to understand the meaning of the status color class to make the look and feel interactive we have given an option wherein you can associate a color with every order status for example, order status that requires special attention can be given a label warning class use on job board you can use this status on the job board internal status select this option if you are creating an internal status this will not be disclosed to your customer you can set the related existing order status that you want to show to your customer instead of the selected internal order status allow cancellation this option will allow the customer to place an order or order a product cancellation request while the order or order product is in the respective status allow invoice download enable this flag if you want the end customer to be able to download an invoice for the order if in this status also, the system will trigger an invoice attachment mail to the customer if the order is updated to this status and if the mail is not already sent with some other status notify customer at any stage, if you wish to notify the customers then keep the toggle on keeping this option active will send an email to the customer default order product status for the different types of products and different types of order flow, all may need different order product statuses when the order is placed now, the admin can set the default order product status based on the product types and order flow to start setting the default statuses, click on the default order product status button from the top right corner products from this screen, the admin can set the default order product status based on the product select the product(s) from the dropdown, select the status that will be mapped with that product, and then save the details will be added in the table below as shown in the example above, whenever a customer orders a card holder or cd label, it will by default have "in print production" status product type in the product type tab, all the types of products will be listed with the order status drop down you can select the default status for the product types from their respective dropdowns and save order flow similar to product type, the order flow tab will also have different order flows listed with the option to select their respective order product status