Orderry order statuses aim to build sequential order processes for your business.
Configure the rules of transferring orders from one status to another. This enables you to set up business logic and processes for your orders. Navigate to the “Settings > Order statuses” page and open the order status editing window to configure the status transfer rules in the “Statuses you can transfer this status to” section.
Status transfer rules
You can transfer all statuses to any status in the system (except the “Closed” status) by default.
There are cases when employees transfer orders to the incorrect statuses by mistake. This leads to a situation when an employee is unable to perform the order works - as he or she transferred order from “New” to “Done” status - and the client already received a notification about the order fulfillment.
As a result, both the client and the employee stay unsatisfied. Create the order status transfer rules to eliminate the human element.
For instance, only the “Done”, “Waiting for parts”, and “On approval” options are available to transfer to from the “In work” order status, while “In work” option is the only available status you can transfer to from the “New” one.
This way, you create a sequential status chain. You restrict the unwanted status options while allowing employees to choose from the relevant ones.
If you need to create a single-option status chain, create a separate status for your order type in each status group and bind a single transfer option to each of them.
For instance: “New 1 > In work 1 > Control 1 > Done 1 > Delivery 1 > Closed 1”.
This way, you only allow a single status to transfer to for each node of the status chain. Such an approach eliminates the human element entirely.
Just chain these statuses one after another into a single sequence.
Make sure to configure relevant initial order statuses to set up different processes for each of your order types. Set initial order statuses for your orders to ensure the correct sequence of available statuses.
In addition to the primary function, order statuses also work for automating numerous business management tasks. These include but are not limited to the following:
Defining the warranty period start date;
Triggering SMS and Email notifications;
Dividing orders into groups;
Generating employee Payroll Report.
Automated order payments
When changing the order status to “Closed” — or any other one from the “Closed” group — the system opens a dialog window for you to enter the order payment.
Defining the warranty period start date
Automatic sending SMS and Email notifications
Generating reports for approved, closed, and orders in process
Navigate to the “Reports > Orders” page to generate the following reports:
While “Created Orders” report searches for all orders for a specified period, “Closed Orders” and “Orders In Work” reports filter the existing orders by statuses of specific groups:
“Closed Orders” report gathers the orders with statuses of the “Closed” group;
“Orders In Work” report gathers the orders with statuses of all groups except the “Closed” one.
Generating Payroll Report by ready or closed orders
Your Orderry app considers order statuses when generating employee payroll reports. You can filter orders “By date Completed” or “By date Closed” on your “Reports > Finances > Payroll Report” page.
The “By date Completed” filtering option selects the orders with statuses of “Done”, “Closed”, and “Dropped off” groups for the specified period. The “By date Closed” option gathers only “Closed” and “Dropped off” orders.