Glossary Item Box

Squirrelcart v6.1.0

Adding a Status to an Order

Overview

There are different ways to assign an order status to an order.

Assigning a status to a single order, on its record

  1. Open the order record in edit mode
  2. Locate the Status section of the record
  3. Click the Add Status button. A new blank status row will appear.
  4. Select a status and the date
  5. If you would like to add a short note (which is viewable by the user), enter it in the Note field.
  6. Click Save Changes
If you want to include a note on an order that does not match any particular built-in status, you can set the status to Note for Customer. The customer can see the note on their order history page, and can optionally receive the note via email. For a private "staff only" note, use the Note for Staff (private) status instead.

Assigning a status to one or more orders simultaneously

You can update the status of one or more orders in a single operation using record actions.

  1. View your orders
  2. Select the order records you wish to update by checking the box in the selection column
  3. Set the record action field in the lower left corner of the status bar to With selected records
  4. Set the field immediately to the right to set status: STATUS , where STATUS is the name of the status you wish to assign.
  5. Specify an optional short note, and click Yes, continue to assign the status to the selected orders.

 

 


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