If you’re the owner of an e-commerce store, chances are you’re using Magento to manage your online business. One important aspect of managing an online store is managing orders and their statuses. In this article, we’ll cover the basics of how to configure order statuses in Magento 2.
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What Are Order Statuses?
Order statuses are the various states in which an order can exist in the Magento system. These statuses can be customized to fit the needs of your business. By default, Magento comes with a set of predefined order statuses, but you can configure them to suit your specific needs.
Order statuses can be divided into two main types:
State Statuses
State statuses are broad categories that an order can fall into. There are five default state statuses in Magento:
- New: This status is applied to orders that have just been placed.
- Pending: This status indicates that payment has been initiated, but not yet received or accepted.
- Processing: This status indicates that the order is being prepared for shipment.
- Complete: This status is applied to orders that have been fulfilled and shipped.
- Closed: This status is applied to orders that have been completed and can no longer be edited.
These state statuses are a high-level view of an order’s progress through your store.
Statuses
Statuses are more specific than state statuses and represent a more detailed view of an order’s progress. For example, the default statuses for an order that is in the "New" state are:
- Pending: Payment has not yet been made or has been declined.
- Pending Payment Review: Payment has been authorized but is being reviewed manually before completion.
- Processing: Payment has been received and the order is ready to be shipped.
- Closed: The order has been completed and cannot be modified.
By default, Magento comes with several predefined statuses for each state status. You can configure these statuses to suit your business needs.
How to Configure Order Statuses in Magento 2
Now that we understand the different types of order statuses, let’s dive into how to configure them in Magento 2.
Step 1: Navigate to the Order Statuses Configuration Page
To configure order statuses in Magento 2, you’ll need to navigate to the Order Statuses configuration page. To do this, go to Stores > Settings > Order Statuses in the Magento Admin Panel.
Step 2: Add a New Status
To add a new order status, click on the Create New Order Status button.
You’ll need to enter the following information:
- Status Code: A unique identifier for the new status.
- Label: The name that will be displayed in the Magento Admin Panel.
- State: The state status that this new status belongs to.
- Is Default: If this status should be the default status for the state.
- Visible on Storefront: If this status should be visible to customers on the frontend of your store.
Step 3: Edit an Existing Status
To edit an existing order status, click on the status you want to edit in the list of order statuses. You can edit the following information:
- Label: The name that will be displayed in the Magento Admin Panel.
- State: The state status that this status belongs to.
- Is Default: If this status should be the default status for the state.
- Visible on Storefront: If this status should be visible to customers on the frontend of your store.
Step 4: Delete an Existing Status
To delete an existing order status, click on the status you want to delete in the list of order statuses. Then, click the Delete Status button. Note that you can only delete custom statuses; you cannot delete default Magento statuses.
Conclusion
Configuring order statuses is an important part of managing an e-commerce store. By customizing your order statuses to fit your business needs, you can gain a better understanding of the progress of your orders and streamline your order fulfillment process. Follow the steps outlined in this article to configure order statuses in Magento 2.