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!
Click on Order Status
Click on ADD
Click on Preset Values…
Choose from a Preset
Give your new status a code
This will only be seen on the admin menu
Give your status a description
This will be what the customer sees
Click on View valid placeholders
These Placeholders will work for any custom emails that were created in tandem with your custom order status
Click on Valid Substitutions for Order Status emails…
Please ensure all of your placeholder values falls within one of these values
Click on Resend after # days
This field will control where coreFORCE knows when to resend an email after your chosen amount of days elapses
Click on Display Color
This display color will change your orders dashboard screen once a color is selected and the status is utilized
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
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
Click on Mark Completed
This option will automatically mark the order completed and close the order out
Click on No Api Update
No API Update will block any updates on the order to coreSTORE
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
Click on Inactive
This option will make the Order Status totally disabled and it will not be able to be used on an order
Click on Notifications…
This field will allow any amount of emails to be notified when an order status gets updated
Click on the plus button
Click on the plus to open a new line to add another email in
Click on the text box
You will be able to type in any amount of emails per order status
Click on Order Status
Click on ADD
Click on Preset Values…
Choose from a Preset
Give your new status a code
This will only be seen on the admin menu
Give your status a description
This will be what the customer sees
Click on View valid placeholders
These Placeholders will work for any custom emails that were created in tandem with your custom order status
Click on Valid Substitutions for Order Status emails…
Please ensure all of your placeholder values falls within one of these values
Click on Resend after # days
This field will control where coreFORCE knows when to resend an email after your chosen amount of days elapses
Click on Display Color
This display color will change your orders dashboard screen once a color is selected and the status is utilized
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
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
Click on Mark Completed
This option will automatically mark the order completed and close the order out
Click on No Api Update
No API Update will block any updates on the order to coreSTORE
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
Click on Inactive
This option will make the Order Status totally disabled and it will not be able to be used on an order
Click on Notifications…
This field will allow any amount of emails to be notified when an order status gets updated
Click on the plus button
Click on the plus to open a new line to add another email in
Click on the text box
You will be able to type in any amount of emails per order status
Updated on: 06/25/2024
Thank you!