Custom Order Statuses

Owned by Dámaso Luque (Unlicensed)
Last updated: May 19, 2023 by Dominik Lindenberger
2 min read

Print Services have the option to add more order statuses than offered by the standard workflow template:

  • Pending

  • Printing

  • Shipped

Each step can have its own color code and individual automatic email template associated with the processing step.

Note: This feature only affects orders that have been confirmed so it does not affect the status Price Requested.

With version 23.5 the order status CANCELLED was replaced by the general status REJECTED which is applicable to all sales transactions, Request, Quote and Order.

How to set up additional order statuses

If you are a shared cloud customer:

  1. Send a list of your desired status workflow to your Project Manager.

  2. Include any color coding and text for custom emails as a table.

  3. Your project manager will then activate them for your service.

If you are a dedicated cloud or an on-premise customer:

  1. Go to Site Administration → Fulfillment Partner → Order Statuses

  2. Click on Add another Order Status

  3. Enter a name and select the color

  4. Define the category (please refer to the analytics page to understand categories (link))

  5. Select the next default status if needed

 

6. Define if an email should be sent to the user once the status is changed and include the email template

7. Save