How To Create Custom Order Statuses For Customers In Magento 2

As a Magento 2 store owner, you may find that the default order statuses don’t fit your business needs. Fortunately, Magento 2 offers a solution to this issue: custom order statuses. In this article, we’ll guide you through creating custom order statuses for your customers in Magento 2.

Step 1: Create A New Order Status

The first step is to create a new order status. This can be done through the Magento 2 Admin panel.

1. Log in to your Magento 2 Admin panel.
2. Navigate to Stores > Settings > Order Statuses.
3. Click on the "Create New Status" button.

From here, you can customize the new order status to fit your business needs. Some popular custom order statuses include "Shipped," "Pending Payment," and "On Hold."

Step 2: Assign A State To The New Order Status

Next, you’ll need to assign a state to the new order status. In Magento 2, an order state represents the current position of an order in the order fulfillment process.

1. Navigate to Stores > Settings > Order Statuses.
2. Click on the new order status you created in Step 1.
3. Under "Assign Order State," select the order state you want the new order status to be associated with.

Some common order states include "New," "Processing," "Complete," and "Canceled."

Step 3: Configure Statuses For Customer Notifications

After creating and assigning a state to your new order status, you’ll want to configure its notification settings. This will determine what customers are notified of when their order status changes.

1. Navigate to Stores > Settings > Configuration.
2. Click on "Sales" in the left-hand menu.
3. Click on "Sales Emails" in the sub-menu.
4. Under "Order," locate the "Status Update" field.
5. Select the new order status you created and configure the email template to your liking.

You can also configure the notification settings for your custom order status under "Stores > Settings > Order Statuses" by selecting the new status and modifying the "Order Status Emails" tab.

Step 4: Test The Custom Order Status

To ensure that the custom order status is working as intended, you’ll want to test it. Follow these steps to do so:

1. Create a test order in your store.
2. In the Magento 2 Admin panel, navigate to Sales > Orders.
3. Find the test order and change its status to the new custom order status you created.
4. Check to see if the customer receives a notification regarding the status change.

Conclusion

By following these four steps, you can easily create custom order statuses for your customers in Magento 2. Custom order statuses provide an excellent way to track the order fulfillment process and communicate more effectively with customers. Taking the time to customize your order statuses can greatly enhance your customers’ shopping experience and streamline your order management process.