Context #

“Processing” and “Completed” are too broad for daily work. Teams need small, visible steps to coordinate warehouse tasks, courier pickup, and customer updates. With Custom Order Status Manager you can show a clear, simple timeline everyone understands.

What is a transition? #

A transition moves the order from one status to the next (e.g., Packing → Ready for delivery).
Types:

• Manual: a user clicks to change the status.
• Automatic: a rule changes the status by event (label created, courier pickup, delivery confirmation) or time delay.

Flow at a glance #

• Processing → Packing — Manual (a staff member starts picking)
• Packing → Ready for delivery — Automatic (label/tracking event or delay)
• Ready for delivery → Out for delivery — Automatic (courier pickup event or delay)
• Out for delivery → Delivered — Automatic with delivery confirmation. If no confirmation, use Delivery check needed and close manually.

Caption: Manual kickoff, then automatic rules move the order until delivery confirmation.

What this use case achieves #

• Clear timeline on Shop and My Account: Packing → Ready → Out for delivery → Delivered
• Fewer “Where is my order?” tickets (customer sees progress)
• Smooth handoff between warehouse and courier
• Better reporting per step

Step-by-step: how it works #

1. Start (Manual): move Processing → Packing when picking begins.
2. Packing → Ready (Automatic): rule triggers on label/tracking created or after a delay (e.g., 2h).
3. Ready → Out (Automatic): rule triggers on courier pickup or end-of-day delay.
4. Out → Delivered (Automatic): rule triggers on delivery confirmation (webhook/integration).
   • No confirmation? Move to Delivery check needed, then set Delivered manually after verifying.

Configure it #

1) Create or enable the statuses #

• Go to Order Status → Add New.
• Create the four statuses with clear names and icons/colors.
• Make Ready, Out, and Delivered visible to customers.

2) Place them in the flow #

• Sort: Packing → Ready for delivery → Out for delivery → Delivered.
• Allow transitions from each step to the next.

3) Add the automation rules #

• Packing → Ready for delivery
  • Condition = Event: label/tracking created, or
  • Time-based: after 2 hours.
• Ready for delivery → Out for delivery
  • Condition = Event: courier pickup, or
  • Time-based: end-of-day.
• Out for delivery → Delivered
  • Condition = Event: delivery confirmed (webhook/integration).
  • If no confirmation: move to Delivery check needed and close manually after verification.

Emails (recommended) #

• Packing: “We’re preparing your order.”
• Ready for delivery: include tracking link and ETA (estimated time of arrival).
• Out for delivery: “It’s arriving today.”
• Delivered: confirmation + quick feedback link.

Daily operation #

• Bulk-move new paid orders to Packing (one manual click).
• Label creation pushes to Ready.
• Courier pickup advances to Out.
• Delivery confirmation sets Delivered.

Troubleshooting #

• Stuck in Processing: remember, the first transition is manual.
• Skipped steps: check conflicting rules/webhooks.
• No emails: verify each status email and SMTP deliverability.

Metrics to watch #

• Time in Packing, Ready, Out
• On-time delivery rate
• WISMO tickets per 100 orders