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Changing an Order Status

Sometimes you will need to change order’s status from "OK" to "Manual Hold" or back again. Or you might need to manually cancel an order. (Note that only unshipped orders can be canceled.)

To change an order Status:

  1. Go into the Order Details screen (Store Manager > Orders > Order Details)
  2. In the left side of the Order Details, choose an option from the Order Status drop-down menu.

  1. In the resulting Status Change Reason popup, type in a description of why the status is changing in the text box provided. 
  2. You can change an Order Status with or without notifying the customer.  If you wish to notify the customer, check thebox net to Notify Customer to send them an email alerting them to the status change. 

  1. Click Save.

    You will receive confirmation that the email was sent successfully at the top of the screen. If you fail to check Notify Customer, you will instead get a popup confirming that no email was sent.

Note that not all Commerce sites will use all Order Statuses, as some are used only in custom implementations.

Order Statuses
Status

Meaning

OK Order is OK and is on track to be shipped.
Canceled Order has been canceled.
Pending Approval Order is automatically held if it triggers a limit due in the eCommerce business logic. For example, all orders over $10,000 might be automatically held. In this case, the Customer is not notified.
Pending Bad Customer Order Approval Order is held if customer is marked as a "Customer on Hold."
Exceeded Line of Credit Order is held if the order total would put a B2B customer connected to an ERP over their credit limit.
Partially Shipped Some of the items in the order have been shipped.
Shipped Order has been shipped and is complete.
Back Ordered Entire order has been held due to back ordered items.
Pending Customer Registration Approval Order is being held until B2B Registration is completed.
Exceeded Terms Limit Order is held if a B2B customer connected to an ERP has exceeded their payment terms.
Manual Hold Order has been placed on hold by a CSR or Manager.
Created Order has been created in the system, but is not yet complete.
Waiting for Warehouse Acknowledgment Custom hold Status if order needs Warehouse Acknowledgment before shipping.

 

 

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