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.
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.
Before the creation of an order status, let's understand the steps to customize it in Magento 2 for better workflow management:
To create order status in Magento 2:
Once you create an order status, make sure to assign it to the order state.
To assign Magento order status to a state:
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.
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.
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