How to Create Custom Order Statuses

10/02/2023

Managing orders efficiently is key to delivering a smooth customer experience. While most ecommerce platforms offer default order statuses like "Processing," "Shipped," or "Completed," sometimes your business needs more flexibility. That’s where custom order statuses come in.With Informatix Systems, you can define personalized order stages that match your unique order processing flow. This enhances your internal operations and improves communication with customers.

Why Use Custom Order Statuses

Here are a few reasons why custom order statuses are essential:

  • Enhance Order Visibility – Track specific steps in your workflow

  • Improve Customer Communication – Provide accurate status updates

  • Increase Operational Efficiency – Assign tasks to different departments based on status

  • Support Complex Fulfillment – Break down long processes into manageable stages

 Guide to Create Custom Order Statuses

 Evaluate Your Workflow

Start by mapping your order process from start to finish. Identify stages not covered by default statuses, such as:

  • Awaiting Payment Confirmation

  • Quality Check

  • In Customization

  • Packaging in Progress

  • Ready for Pickup

This ensures your custom statuses reflect real operational steps.

 Access Order Status Settings

Depending on your ecommerce platform:

  • WooCommerce: Use plugins like Custom Order Status Manager

  • Shopify: Use Flow or third-party apps for automation

  • Magento: Add custom statuses through the admin panel or use extensions

Informatix Systems can help configure these tools for full compatibility and performance.

 Create New Statuses

Within your system:

  • Add a new status name (e.g., “In Quality Check”)

  • Choose where it fits in the process (before or after a default status)

  • Set visibility rules (admin only or visible to customers)

  • Assign custom emails or notifications if needed

Make sure each status has a clear purpose and is easy to understand.

You can automate status changes using rules such as:

  • Change to “Awaiting Shipment” when payment is confirmed

  • Change to “Ready for Pickup” when stock is updated

Automation improves speed and reduces errors. Informatix Systems can assist with setting up these triggers.

 Test and Monitor

Once your statuses are active:

  • Place test orders to verify transitions

  • Monitor how staff and customers respond

  • Adjust based on real usage and feedback

Well-managed statuses create a better experience for everyone.

FAQs

 Can customers see custom statuses?
Yes, you can choose whether a status is visible to customers. This is useful for keeping them informed about stages like packaging or quality checks.

 Are email notifications customizable for each status?
Absolutely. You can assign unique email templates for specific statuses to keep communication clear.

 Will custom statuses affect reporting or analytics?
Most systems track all order status changes, including custom ones. Informatix Systems can also help you generate custom reports.

 Can I change or delete a custom status later?
Yes. You can edit, disable or delete a status anytime, but make sure no active orders are using it.

Get in Touch

Want to streamline your order management process with custom order statuses?
Visit: https://informatix.systems
Email: support@informatix.systems
Phone: +8801524736500

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