When to Use

Use the Status Manager:

• During initial system setup to define your fulfilment lifecycle stages

• To support multi-team operations (e.g. picking, quality control, packing, despatch)

• When integrating automation into order processing or hardware (e.g. auto-printing)

• To visually distinguish orders from different sales channels or workflows

• To enable more precise reporting on order progress and team efficiency

Steps to Create and Configure a Custom Status

1. Navigate to:
   Settings → Status Manager

2. Click Create Status

3. Define the following:

   • Status Type: (e.g. Order Status, Purchase Order Status and Deliveries)

   • Status Name: (e.g. Ready for QC, Packed – Awaiting Dispatch)

   • Status Background & Text Color: (shows a preview for you to adjust)

   • Show on Dashboard: (Yes/No)

   • Dashboard Icon: (there is a link provided to choose some fontawesome Icons)

   • Sort: ( add a number from 0, where 0 is the most important and the order in which it will be displayed)

   • Hidden Status: (Yes/No)

   • Enable Pick Creation: (Yes/No)

   • Enable Print Creation: (Yes/No)

   • Enable Split: (Yes/No)

   • Allow Despatch: (Yes/No)

4. Choose whether this status:

   • Should be applied manually, or

   • Is triggered automatically based on an event (e.g. stock assigned, label printed)

5. Save the status and test it on an order to confirm behaviour

Example Scenarios

• Automated Status Triggers
  When a courier label is printed, automatically switch the order status to Dispatched

• Quality Control Queues
  Assign a Ready for QC status so quality assurance staff know when to begin their checks

• Marketplace Order Identification
  Use unique statuses for orders originating from specific channels, such as eBay – Ready to Pack or Amazon Prime – Same Day Dispatch

• Print Queue Management
  Send orders with the status Ready to Pick to a pick-list printer, streamlining physical paperwork

Tips & Best Practices

• Keep Statuses Meaningful and Actionable
  Each status should reflect a clear point in the order lifecycle that aligns with a task or decision

• Avoid Overcomplication
  Too many statuses can confuse users—stick to stages your teams actively work with and monitor

• Use Colour Coding Strategically
  Choose colours that align with urgency or department ownership (e.g. red for errors, green for ready)

• Limit Access to Status Changes
  Consider restricting manual status updates to team leads or automated logic to prevent missteps