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Automatic update of order status
Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

Learn how to create custom order statuses here

Custom order statuses are a convenient way to keep track of orders, and they can be automated to appear when certain actions are completed.

To begin, navigate to My Account from the sidebar, then to Order statuses from the top menu.

Scroll down to the automation section. Here, you’ll see 2 options for triggering custom statuses: “when all purchase orders are checked in, change order status to”, and “when an order is completely invoiced, change order status to.”

You can select which one of your custom statuses you want applied for each of these options. Click the drop down menu beside each option to change it.

Here, I am setting my custom order status “all items received” to be displayed when all purchase orders are checked in.

Return to your order page to see the status automation in action!

You can also send out automated email notifications to your customers when the status of the order changes. Under the automation click "Create status notification"

Select the order status that will prompt the notification, and format the content of the email to match the order status. You can also set a default from email.

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