How to Create a Custom Order Status

A custom order status allows you to group orders based on a custom variable. Orders are filtered by their status in the Mobile App and on shipping.shiphero.com. Some common examples of custom order statuses:

• by Sales Channel
• by Shipping Method
• by Order Tag

How to Create a Custom Order Status

1. Go to: Orders > Order Statuses and click + Add Status on the top right-hand side.
2. Name your status and click Save Changes.

How to Change an Order Status

The next step is to assign orders to your custom status. You can manually assign orders to a different status as follows:

1. Go to: Orders > Manage Orders
2. Use the filter features on the left-hand side to select the orders you want to update
3. Select the orders you wish to update using the checkbox to the left of each order (you can select all orders by selecting the checkbox at the top of the checkbox column)
4. Tap the Bulk Edit button, at the top right-hand side of the page
5. The custom order status you created should be visible in the Order Status drop-down box. Select the order status you want to apply to your selected orders
6. Click Update to apply your custom order status to the selected orders

Note:  You can also set up an automation rule to automatically assign a custom order status as orders come in.

Setting a Custom Order Status for Users

Users are only able to see orders in the status that they are assigned.  A user's default status can be changed as follows:

1. Go to: My Account > Users.
2. Scroll down to Default Order Status and select the custom status for this user.

Problem-Solving: How to Fix No Status 

If an order has "No Status" on the order details page, it normally means that the action in the automation rule and the status in the system do not match. Even an extra space before or after a word will cause the system to be unable to accurately group orders in the picking and packing applications.

How to Fix

1. If one or more of your orders is updated to "No Status," please check that the Order Status specified in the automation rule action and the custom order status in the system match exactly.

2. If you need to update a large number of pending orders, we recommend using the Bulk Edit on the manage order page to assign the correct status as needed.

• Log into your account and navigate to Orders > Manage Orders.
• On the following screen, find the orders you want to edit and select them by clicking on the box to the left of the order #.
• Once all of the orders you want to edit are selected, click Bulk Edit in the upper navigation toward the right hand side of the screen.

• In the pop-up window, select the edits to complete on these orders and then click Update.