A custom order status allows you to group orders based on a custom variable. Orders are filtered by their status in the Mobile App and on shipping.shiphero.com. Some common examples of custom order statuses:
- by Sales Channel
- by Shipping Method
- by Order Tag
How to Create a Custom Order Status
- Go to: Orders > Order Statuses and click + Add Status on the top right-hand side.
- Name your status and click Save Changes
How to Change an Order Status
The next step is to assign orders to your custom status. You can manually assign orders to a different status as follows:
- Go to: Orders > Manage Orders
- Use the filter features on the left-hand side to select the orders you want to update
- Select the orders you wish to update using the checkbox to the left of each order (you can select all orders by selecting the checkbox at the top of the checkbox column)
- Tap the Bulk Edit button, at the top right-hand side of the page
- The custom order status you created should be visible in the Order Status drop-down box. Select the order status you want to apply to your selected orders
- Click Update to apply your custom order status to the selected orders
Note: You can also set up an automation rule to automatically assign a custom order status as orders come in.
Setting a Custom Order Status for Users
Users are only able to see orders in the status that they are assigned. A user's default status can be changed as follows:
- Go to: My Account > Users
- Scroll down to Default Order Status and select the custom status for this user