How To Use Magento 2 Order Status And Tracking

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If you are running an online store with Magento 2, managing your orders is crucial for customer satisfaction and efficient business operations. In this article, we will guide you through the process of using Magento 2 order status and tracking, allowing you to streamline your order fulfillment process and keep your customers informed every step of the way.

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Setting Up Order Status

Before you can use Magento 2 order status and tracking, you need to configure your order status settings. Here’s how to do it:

  • Step 1: Log in to your Magento 2 admin panel
  • Step 2: Go to Stores > Settings > Order Status
  • Step 3: Click on "Add New Status" button
  • Step 4: Enter the new status name and its "state", which is either "New", "Processing", "Complete" or "Closed" depending on the progress of the order
  • Step 5: Click on "Save Status" button

Now you have created a new order status. You can also edit or delete an existing status by clicking on the respective buttons.

Assigning Order Statuses To Orders

After setting up your order statuses, you can now assign them to your orders. Here’s how to do it:

  • Step 1: Log in to your Magento 2 admin panel
  • Step 2: Go to Sales > Orders
  • Step 3: Select the order you want to change the status for
  • Step 4: Click on "Edit" button
  • Step 5: Scroll down to "Order Status" section
  • Step 6: Select the new status from the dropdown menu
  • Step 7: Click on "Save Order" button

Now the order status has been changed. You can also view the order status history by going to "Order History" tab.

Adding Order Comments

To keep your customers informed about their orders, you can add comments to each order. Here’s how to do it:

  • Step 1: Log in to your Magento 2 admin panel
  • Step 2: Go to Sales > Orders
  • Step 3: Select the order you want to add a comment to
  • Step 4: Click on "Edit" button
  • Step 5: Scroll down to "Order Comments" section
  • Step 6: Enter your comment in the "Comment" field
  • Step 7: Optional: You can also select the "Visible on Storefront" checkbox to display the comment on the customer order page
  • Step 8: Click on "Add Comment" button

Now the comment has been added to the order. You can view the comments history by going to "Order Comments" tab.

Tracking Orders

Customers want to know the status of their orders and when they can expect them to arrive. Therefore, providing order tracking information is crucial. Here’s how to do it:

  • Step 1: Log in to your Magento 2 admin panel
  • Step 2: Go to Sales > Orders
  • Step 3: Select the order you want to track
  • Step 4: Click on the "Ship" button
  • Step 5: Enter the shipment information, including the carrier, tracking number, and shipping date
  • Step 6: Optional: You can also select the "Email Copy of Shipment" checkbox to send the tracking information to the customer
  • Step 7: Click on "Submit Shipment" button

Now the tracking information has been added to the order. The customer can now view the shipment details by going to "My Account" page and clicking on the respective order number.

Conclusion

Using Magento 2 order status and tracking is essential for efficient order management and customer satisfaction. By following the steps outlined in this article, you can easily set up and manage your order statuses, comments and tracking information to keep your customers informed and streamline your fulfillment process.

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