In today's world, customers expect that when they order anything online they will be able to see the status of their purchase at any time, so why should your stores be any different? With our new Order Status Tracker, customers can now see their order status without having to fill up your inbox with questions!
Our Order Status Tracker will allow customers to see the status of their entire order or specific items within an order. You'll be able to create descriptions for status labels to help make their order status as clear as possible. Whether their order is processed, shipped, complete, or even back-ordered, your customers will be able to see exactly where their order is in the process!
Setting up Custom Order Status
Enable the Order Status on Store
How the Customer Can Track their Status
Setting Up Custom Order Status on Your Account
First, you will want to make sure that you have your Custom Statuses set up for your account.
Go to Dealer Settings and then to the Custom Statuses tab.
You can create and set your statuses that you want to show on your orders on this tab. For a full walkthrough on setting up your custom statuses and descriptions, you can click here.
Warning: These settings are account-wide. Any changes you make will affect all users
You will want to make sure that you set up your statuses with the status description first so there won't be any confusion with your customers!
Enable the Order Tracker
Once you have set your statuses and descriptions, you can enable the order tracker:
Step 1: Select Edit Store
Step 2: On the General tab, you can select to turn on the Order Tracker.
Note: The status tracker default is set as off but you can come here to turn it on or off on stores. You can choose to have the tracker show for the order as a whole or specific items within the order.
Setting Status by Order Level:
Step 1: Locate the store you would like to set statuses for.
Step 2: Click on the Manage Orders tab. The Fulfillment Status column has been updated so you can see the label names and colors assigned to each order.
Step 3: Click on the box next to the Order ID to select the orders you want to change statuses on.
Step 4: Click on the Number Selected dropdown menu.
Step 5: Select the Set Status option and select the new status for the order.
Step 6: Click on the green Save Orders button.
Now the orders have been updated to the status selected.
Setting Status by the Product Level:
With the new statuses, you can partially fulfill orders with more detailed information than before.
Step 1: Locate an order you would like to set a product status for.
Step 2: Each individual product now has a status.
Step 3: Click the status dropdown menu and select the new status.
Note: Updating the product status will not automatically generate an email with the status update
For a full walk-through on how to set the status of orders/products, you can click here.
Customer's View Tracking the Status
Now your customer will be able to track their order status! They'll have two ways to do so.
Access Order Status via Order Confirmation Email
When the customer places an order from a store where tracking has been turned on, their order confirmation email will now include a link to View Order Status where they can view the status of their order and/or items within an order, even after a store closes.
If the tracker is turned off, the option to view the status in the confirmation email will not be included.
Access Order Status via the Online Store
After the customer places an order, if they revisit their online store, they can view the status of their order and/or items within an order, even after a store closes. Below is what the customer will see:
- On the store, they will click "How can we help?"
- Select "I need to know the status of my order"
- They can type in their email address and order number to see their order status
Note: if the order tracker is turned off on the store, the "I need to know the status of my order" option will still show as an option to send in an email.
When the customer clicks "I need to know the status of my order" they will be taken to this page to enter their email and order number:
If tracking information has been added to the order, it will be displayed along with a link to the carrier's website to view real-time tracking. Below are examples of what the customer will see when they pull up their order with the Order Status Tracker.
Order status set on the Order Level:
Order status set to the product level:
Article is closed for comments.