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How Do I Apply A Custom Order Status to an Order?

May 05, 2023 | By: PhotoBiz Knowledge Base

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PhotoBiz ECommerce allows you to create and use Custom Order Status settings to organize your order process. This is an internal tracking process and you can tie customer notifications to it. After you have set up custom order statuses, you can then open an order and apply it.

This guide will walk you through the steps of using a custom order status on one of your orders.


STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu.

STEP TWO

Mouse over TRACKING at the top of your control panel and click on ORDERS.

STEP THREE

Click on the ORDER NUMBER for the order you'd like to apply a custom order status to.

STEP FOUR

On the upper right of your order details, click on the STATUS button.

STEP FIVE

In the right-side menu that opens, you'll see the Order Status option. Click on the Change Status button.

You can also click on Manage Statuses if you need to edit or add an Order Status you haven't created previously.

STEP SIX

Under the Select Order Status drop down menu, you can choose from the order statuses you have set up previously to apply or update an order status to your client's order.

If you want to send an email to your client regarding the order status update, you can click the checkbox for send email notification with this order status change. Before the email is sent to your client, you can make sure you have the correct email address for your client and the subject and message you set up for your order status.

Click on Save and Email to send the Order Status update.

This is an example of the email that your clients will get with the status update on their order if you send one to them.

Your orders that have a custom order status will display in your order report on your dash board as well.

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