coreFORCE - Orders: Adding a new order status

Order Statuses can be utilized as a powerful tool in letting your customers know the whereabouts of orders they place and if there's any potential delays in delivery as well as just generally keeping information flowing!

1. Click on Order Status
   

2. Click on ADD
   

3. Click on Preset Values…
   

4. Choose from a Preset
   

5. Give your new status a code

This will only be seen on the admin menu

6. Give your status a description

This will be what the customer sees

7. Click on View valid placeholders

These Placeholders will work for any custom emails that were created in tandem with your custom order status

8. Click on Valid Substitutions for Order Status emails…

Please ensure all of your placeholder values falls within one of these values

9. Click on Resend after # days

This field will control where coreFORCE knows when to resend an email after your chosen amount of days elapses

10. Click on Display Color

This display color will change your orders dashboard screen once a color is selected and the status is utilized

11. Click on the gray and white square

If you do not have a precise color code this square will open an easy choice color wheel

12. Click on the Color Wheel

You will be able to click and drag around the color wheel to get your selected hue, the side bar on the right is used to select the shade, from lighter on top to darker on the bottom

13. Click on Mark Completed

This option will automatically mark the order completed and close the order out

14. Click on No Api Update

No API Update will block any updates on the order to coreSTORE

15. Click on Internal Use Only

This option will make the status only show on the Admin side and customers will not see a status update

16. Click on Inactive

This option will make the Order Status totally disabled and it will not be able to be used on an order

17. Click on Notifications…

This field will allow any amount of emails to be notified when an order status gets updated

18. Click on the plus button

Click on the plus to open a new line to add another email in

19. Click on the text box

You will be able to type in any amount of emails per order status

Updated on: 06/25/2024