How to Configure Magento 2 Order Status?

Efficient order management is a key for any e-commerce company. Magento 2 offers a robust system to streamline your store's operations. Enhancing this system involves customizing the Magento 2 order status flow.

What is the Difference Between Magento Order Status and Order State?

The order state indicates the overall phase of an order, such as "Processing" or "Complete", and follows a predefined sequence in Magento to ensure uniformity. In contrast, Magento order status provides more specific information about an order's condition within each state. 

While states remain fixed and integral to the platform's internal logic, statuses offer customization options to better align with business needs, as demonstrated by using "Awaiting Shipment" within the "Processing" state. This distinction enables businesses to tailor their Magento order status list for improved control and customer communication.

Steps to Edit Magento 2 Order Status

Before the creation of an order status, let's understand the steps to customize it in Magento 2 for better workflow management: 

Create Magento 2 Order Status

To create order status in Magento 2:

1. Navigate to Stores > Settings > Order Status and press the Create New Status.
2. Set the Status Code. It’s used internally and should contain letters and numbers with the first obligatory letter. If you need to include two or more words, use underscores for spaces.
3. Enter the Status Label that will be visible on both the admin panel and storefront.
4. Define the Store View Specific Labels if you have multiple store views on your website.
5. Once you finish, don't forget to Save the status. 

Assign Order Status to Order State

Once you create an order status, make sure to assign it to the order state.

To assign Magento order status to a state:

1. Press the Assign Status to State button on the order status grid page (Stores > Settings > Order Status). 
2. Select the Order Status you've created.
3. Choose the Order State your custom order status will be associated with.
4. Decide whether to Use Order Status as Default.
5. Enable the Visible on Storefront option if you want to make order status visible for customers. Don't forget to save the changes.

Note: only default order statuses are used in the order workflow. If you don't tick this field, you will be able to set custom status only in the order comments section in the admin.

In case you want to unassign status from the state just press the Unassign buttons from the Action column in the order status grid.

Note: if only one Magento 2 order status is assigned to a state, you won't be able to remove it. At least one order status should be assigned to the order state.

Edit Magento Order Status

1. Click and open an Order Status from the Magento 2 backend Order grid.
2. Change the order status settings to your liking.
3. To keep the changes, click the Save Status button.

Remove Order Status from an Assigned State

1. Find the Order Status you want to unassign in the Order Status column.
2. Click the Unassign link in the Action column.

Optimize Your Magento 2 Order Status Workflow

Setting up your Magento 2 order status workflow correctly can greatly improve how you manage your store and keep customers happy. Adjusting the order status to fit your business processes helps make transactions smoother and improves communication.

To investigate additional methods to elevate your Magento 2 experience, check out Amasty Magento 2 Order Status extension, which can expand your customization options and improve overall workflow efficiency.