Assign a custom order status to every new order that contains a specific product or uses a specific shipping method. You set this up with the Manage option on the Order Statuses page, so you don't need an automation rule.
Most teams assign statuses with an automation rule instead, such as a rule that sets a custom status when the SKU is in a list. Use Manage when you want a simple product or shipping method list without building a rule. For automation rule steps, see Assigning an Order Status with Automation Rules and How to Use Automation Rules in ShipHero. To create a custom status first, see How to Create a Custom Order Status.
How to Assign an Order Status by Product or Shipping Method
- Go to Orders > Order Statuses.
- Select Manage next to the custom order status. ShipHero opens the Manage Products For Status and Manage Shipping Methods For Status panels.
- To assign the status by product, enter the product name or SKU in Search for a product to add, then select the product from the results. The results show each product's name, SKU, warehouse, on-hand quantity, and available quantity.
- To assign the status by shipping method, enter the shipping method name in Search for a shipping method to add, then select it from the results. The results show each shipping method's name, code, and store.
- Select Done to return to the Order Statuses page.
| Select Manage | Search for a product |
|---|---|
ShipHero saves each product and shipping method as soon as you select it. You don't need to select Done to save.
How to Remove a Product or Shipping Method from an Order Status
- Go to Orders > Order Statuses and select Manage next to the custom order status.
- Select Remove next to the product or shipping method.
- Select OK to confirm.
| Select Remove | Confirm with OK |
|---|---|
How Product and Shipping Method Status Assignment Works
- New orders only: ShipHero assigns the status when an order comes in, a few seconds after the order is created. Orders already in ShipHero keep their current status, including when you move a product to a different status. To change those orders, see Assigning an Order Status on the Order Details Page.
- One status per product: A product can belong to only one custom order status. When you select a product that is already on another status, ShipHero shows this message: "This product is already assigned to the order status [status name]. Remove it from that order status before you can assign it to this order status."
- One status per shipping method: A shipping method that is already assigned to another custom order status does not appear in the search results. Remove it from the other status first.
- Products match by SKU: ShipHero assigns the status when the order contains a product with a matching SKU. The SKU must match exactly.
- Shipping methods match by store: The list shows the store for each shipping method. ShipHero assigns the status to orders from that store that use that shipping method.
- Shipping method takes priority: When an order matches a shipping method on one status and a product on another status, ShipHero assigns the status for the shipping method.
- Automation rules override this assignment: If an automation rule with the Set a Custom Status action also matches the order, the status from the rule replaces the status from the Manage page.
- Shipping method mapping does not set a status: Mapping a shipping method on the Shipping > Methods page only sets the carrier and service. To assign a status by shipping method, use Manage as described above.