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Setup

You can access the Order Status configuration through the Admin>Order Status menu.

By default your site foundation is set up with some common settings as shown in the table below.

pic1.jpg 

There are only two statuses that cannot be deleted. New Order and Complete. The rest can be deleted and modified as your organization requires. The simplest organizations only need New Order and Complete.

The editing and creation of a new Status use the same form. I will show the features by editing a Status.

pic2.jpg

The Status must have a Name, a Rank and a Description. All of the other fields are optional.

The name is limited to 25 characters.

Rank works the same way as it does in the rest of the CM systems. Items are presented in the lists from lowest to highest Rank.

Show in Order Count List determines if the Status shows up in the Status table on the Orders count list in the manager.

The description is used on the table on the Status landing page so that your staff know how to interpret the order status.

Some merchants choose to notify their customers whenever their order is ‘handled’. You can click the checkbox if you want CommerceCM to send messages to the shopper when the order status is used.

When email is selected the form opens up some additional fields.  NOTE: Most merchants will now find this functionality in the Message Centre which has improved functionality.

pic3.jpg

You can specify the message subject and an email address to send it from. This email address should be an existing address so that if a shopper responds to the message it will be delivered to the appropriate staff person.

To create or modify the message, click the “Edit” link in the lower right of the email content window. This will open a pop up window with our familiar WYSIWYG editor.

This message will be sent any time the particular status is applied to the order. At this time there is no way to customize this message with shopper or order information.

Most merchants only use the email feature to send messages when an order is set to Complete.

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