How To Manage Orders With Customized Order Statuses In Magento 2

If you operate an online store using Magento 2, managing orders can become a daunting task as the number of orders increases. In addition to fulfilling orders, you also need to keep track of order statuses to ensure that customers are notified of any changes in their order status, such as when an item is out of stock or when their order is shipped. While Magento 2 comes with a set of default order statuses, customizing order statuses can help you better manage your orders and keep your customers informed of their order status.

In this article, we will provide a step-by-step guide on how to manage orders with customized order statuses in Magento 2.

Step 1: Creating New Order Statuses

The first step in managing orders with customized order statuses is creating new order statuses in Magento 2. To do this, follow these steps:

1. Log in to your Magento 2 admin panel.
2. Navigate to Stores > Settings > Order Statuses.
3. Click on the "Create New Status" button.
4. Enter a name for your new order status.
5. Choose a status code and state for your new order status.
6. Click on the "Save Status" button.

You can create as many new order statuses as you need, depending on your business needs. For example, you may want to create a "Payment Pending" order status if you require customers to pay for their orders before you start processing them.

Step 2: Assigning Order Statuses to Orders

The next step in managing orders with customized order statuses in Magento 2 is assigning order statuses to orders. To do this, follow these steps:

1. Log in to your Magento 2 admin panel.
2. Navigate to Sales > Orders.
3. Select the order for which you want to assign a new order status.
4. Click on the "Change Status" button.
5. Select the new order status from the dropdown menu.
6. Click on the "Submit" button.

Once you assign a new order status to an order, you will see the new order status displayed in the "Order Status" column of the Sales > Orders page. You can also view the new order status in the "Order History" section of the order details page.

Step 3: Creating Custom Order Status Notifications

The final step in managing orders with customized order statuses in Magento 2 is creating custom order status notifications for your customers. By default, Magento 2 sends email notifications to customers when their order status changes. However, you can customize these email notifications to include your company logo, brand colors, and personalized message.

To create custom order status notifications, follow these steps:

1. Log in to your Magento 2 admin panel.
2. Navigate to Marketing > Communications > Email Templates.
3. Click on the "Add New Template" button.
4. Select "New Order Status Update" from the dropdown menu.
5. Enter a name for your new email template.
6. Customize the email subject, body, and variables to include your company logo, brand colors, and personalized message.
7. Click on the "Save Template" button.

Once you create a custom email template, Magento 2 will send the customized email notifications to your customers when their order status changes.

Conclusion

Customizing order statuses in Magento 2 can help you better manage your orders, keep track of order statuses, and keep your customers informed of their order status. By following the steps outlined in this article, you can create new order statuses, assign them to orders, and create custom order status notifications for your customers. With these customized order statuses, you can provide a better shopping experience for your customers and improve your overall store performance.