How to Use Order Statuses in ShipHero

Custom order statuses let you group similar orders in ShipHero and send them to specific users' picking queues in the ShipHero Mobile App and the direct pack option of the Packing App. Create custom statuses, assign them to orders, and then set each user's Default Order Status so they only receive the orders meant for them.

Table of Contents

• Order Status Setup Workflow in ShipHero
• How to Create a Custom Order Status
• Assigning an Order Status to an Order
• Setting a User's Default Order Status
• Troubleshooting Order Statuses

Order Status Setup Workflow in ShipHero

To route specific orders to specific users with custom order statuses, complete these steps in order:

1. Create a custom order status (for example, "Store A Orders"). See How to Create a Custom Order Status.
2. Assign the custom order status to orders, manually or with an automation rule. See Assigning an Order Status to an Order.
3. Update the user's Default Order Status. See Setting a User's Default Order Status.
4. Start processing orders in Multi-Item Batch (MIB) picking, Single-Item Batch (SIB) picking, or the direct pack option in the Packing App.

How to Create a Custom Order Status

A custom order status groups orders based on a criterion you choose, such as a store, a special handling need, or a priority level.

1. Go to the Orders > Order Statuses page.
2. Select + Add Status at the top of the Order Statuses page.
3. Enter a Name for the status. Check the name carefully: it can't be edited after you save. Avoid reserved system status names such as Pending, Default, and Fulfilled.
4. Select Save Changes.

Add Status button	Name field and Save Changes button

Assigning an Order Status to an Order

After you create custom order statuses, assign them to orders to group those orders together. You can change an order's status with automation rules, on the order details page, or in bulk from the Manage Orders page.

Assigning an Order Status with Automation Rules

Use an automation rule to set an order status automatically when orders are created or imported.

1. Create an automation rule and select Set a Custom Status as the action.
2. Select the custom order status from the dropdown.
3. Save the automation rule.

Assigning an Order Status on the Order Details Page

1. Open the order's details page.
2. Select the status from the Fulfillment Status dropdown.
3. Select Update Details at the bottom of the Details section to save the change.

Fulfillment Status dropdown	Update Details button

Assigning an Order Status in Bulk from the Manage Orders Page

1. Go to the Orders > Manage Orders page.
2. Filter and select the orders you want to update.
3. Select Bulk Edit.
4. Select the order status from the dropdown.
5. Select Update.

Select orders and Bulk Edit	Order Status dropdown and Update

Setting a User's Default Order Status

A user's Default Order Status decides which orders that user receives in their picking queue. New users start with the Default status, so you only need to change it when you use custom order statuses. You can change it at any time, for example to have User A process "Urgent" orders first and then switch back to Default.

Change a user's Default Order Status in any of these places:

• User settings page: Go to the My Account > Users page and open the user's settings page. Select the status from the Default order status dropdown and select Save.
• ShipHero Mobile App: Open the user settings, select the order status, and tap Save. You can also change the Default Order Status from the Mobile App dashboard before starting any order processing flow.
• Command barcode: Scan a shos__[StatusName] barcode (for example, shos__Hospital) to change your assigned order status without opening a menu. This works on the ShipHero Mobile App dashboard and on the desktop Single Order listing page. See How to Use Command Barcodes.

Troubleshooting Order Statuses

When you try to create a custom order status with a reserved system status name, ShipHero shows an error.

Error: "The status you are trying to add is a system status. Please choose a different status."

Cause: The custom order status name you entered matches a blocked system status name, such as Pending. The check ignores capitalization.

Fix: Choose a different name. See Reserved Order Status Names to Avoid for Custom Order Statuses for the full list.