Customization of the status of orders in Yoplanning.pr

Feature Introduction

The “Customize Order Status” feature on Yoplanning.pro allows you to create your own status labels to classify and filter your orders according to your specific criteria. Whether you want to organize your orders based on fulfillment status, delivery stage, or any other criteria relevant to your business, this feature gives you unprecedented flexibility.

How to use the “Customize Order Status” feature

Creating your list of states

To create your custom list of states, follow these steps:

1. In the Yoplanning.pro dashboard, click on the “Administration” menu.

2. Select "Configuration" from the drop-down submenu.

3. In the "Sales" section, click "Order Status".

4. Click the "Create" button and enter the name of your new state. Repeat this step for all necessary states. Note that a command can only have one state at a time.

Assigning a status to an order

Once you have created your custom states, you can assign them to your orders as follows:

1. Go to the order list.

2. Click "Edit" next to the order you want to assign a status to.

3. From the "Status" drop-down list, select the status you want to assign to the order.

4. Click "Save".

Filtering orders by status

You can also filter your orders by status to make it easier to manage your orders:

1. In the list of orders, click the "More filters" button.

2. Use the drop-down list to select the state you want to filter on.

3. Click "Apply" to update the list of orders with the selected filter.

Tips for use and best practices

1. Use clear, descriptive status names to make order tracking and management easier.

2. Review your status list regularly to ensure it still meets your operational needs.

Common Problems and How to Fix Them

Problem: The status assigned to an order does not appear in the order list. Solution: Verify that you have saved the order status correctly. Update your web page completely, especially if you have just created your different reports.

Problem: The filter by state does not have an exact wording. Solution: You can edit the labels and modify them as you wish, this will not affect the orders.

By using Yoplanning.pro's "Customize Order Status" feature, you can improve your order management and optimize your workflow. Start customizing your reports today!