Control how your custom and core statuses appear globally in WooCommerce.
Reorder statuses in dropdowns, manage their visibility, and hide redundant actions (e.g., Mark as completed for completed orders).

Open Transition & Ordering

Navigate to Bright Plugins → Order Status Settings → Transition & Ordering.
You will see a list of all statuses (core and custom).

opciones.
ALT: Transition & Ordering screen listing all statuses.
Caption: “Manage the order and visibility of all statuses globally.”

Reorder Statuses

Drag and drop statuses to change their global order.
The new order applies in:

• Order status dropdowns when editing an order
• Bulk actions menus
• Filters and reports

ALT: Status being dragged to a new position in the list.
Caption: “Drag statuses to adjust their global order.”

Manage Global Visibility

You can hide or show certain transitions and actions.
Example: Mark as completed is hidden when an order is already completed, preventing duplicate or confusing actions.

ALT: Completed order row without the “Mark as completed” quick action.
Caption: “Hide redundant actions when the status already matches.”

Best Practices

• Keep most-used statuses at the top for quicker access.
• Group related statuses together (e.g., Packing, Ready, Out for Delivery).
• Hide actions that are redundant or error-prone to simplify workflows.

Troubleshooting

• Order dropdown not updated? Save changes and refresh WooCommerce admin.
• Status missing? Verify it is published and visible in settings.
• Unexpected action available? Recheck visibility rules in Transition & Ordering.

Create rules that move orders from one status to another after a delay in days. Manage all rules from a central list.

Open Automation Rules

Go to Bright Plugins → Order Status Settings → Automation Rules.
You’ll see the rules table (Title, Summary, Status, Date) and Add Automation Rule.

ALT: Automation Rules screen showing the list and Add Automation Rule button.
Caption: “Manage all automated rules from a single place.”

Add a Rule

1. Click Add Automation Rule.
2. Fill in the rule fields:
   • Source status (the status to watch)
   • Destination status (the status to set)
   • Delay (days) (how long to wait)
3. Save.

ALT: New rule form with Source status, Destination status and Delay fields.
Caption: “Define where orders move and after how many days.”

Manage Rules

• Use the list to publish/unpublish, edit, or trash rules.
• The Summary column helps you confirm each rule at a glance.

ALT: Rules table with a published rule.
Caption: “Review status and summary of each rule in the list.”

Best Practices

• Keep rules simple (one clear source → destination).
• Use realistic delays for pending/verification flows.
• Avoid overlapping rules for the same source status.

Troubleshooting

• Rule not running: confirm the rule is saved/published and the order actually enters the source status.
• Timing off: check Delay (days) and your site’s scheduler/cron health.
• Unexpected move: review the rule’s source/destination and adjust.

Define a global default status for all new orders, or map a default status per payment gateway (Bank transfer, Check, COD, etc.).

1) Global Default Status

Open: Bright Plugins → Order Status Settings → General Settings.

• Select the Default Order Status from the dropdown.
• This status will be automatically applied to every new order (unless overridden by gateway mapping).

(Processing, Completed, Cancelled, etc.).
ALT: Default Order Status dropdown in General Settings.
Caption: “Choose the default order status applied to all new orders.”

2) Default Status by Payment Gateway

Open: Bright Plugins → Order Status Settings → Payment Methods.

• Each payment gateway (Direct Bank Transfer, Check Payments, Cash on Delivery, etc.) shows its own dropdown.
• You can select a default order status per gateway.
• Example: Bank Transfer → “Awaiting Transfer”, COD → “Processing”.

(Bank Transfer, Check, COD).
ALT: Payment Methods screen with dropdowns for each gateway.
Caption: “Set a specific default status for each payment method.”

Best Practices

• Use Pending Payment or a custom “Awaiting Transfer” for manual payment methods like Bank Transfer or Check.
• Use Processing for instant methods like Cash on Delivery.
• Keep the global default as a safe fallback (e.g., Pending Payment).

Troubleshooting

• Gateway not showing? It may not be compatible with the free version.
• Status not applied? Double-check you saved changes and cleared any caching.

“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

• Control reporting per status with a single checkbox: Display in Reports.
• When enabled, orders in that status contribute to dashboards/metrics.
• When disabled, they are excluded from totals and statistics.

Is this available in the Free version?
No. “Display in reports” is available only in the PRO version.

Open the reporting control

Edit the custom status options and locate the Display in Reports checkbox.
Remember to Save after changing this option.

ALT: Custom status editor showing the Display in Reports checkbox.
Caption: “Include or exclude this status from reports.”

Include or exclude a status

• Enabled: orders with this status appear in reports, affecting counts/metrics.
• Disabled: they’re ignored by reports.

ALT: Display in Reports checkbox toggled OFF vs ON.
Caption: “Toggle whether this status affects metrics.”

Verify in Analytics/Reports

After saving the status, open your reports to confirm inclusion/exclusion.

• Use status filters to show the custom status.
• Confirm order counts (and revenue if your setup treats that status as paid).
• Compare before/after toggling the checkbox.

ALT: Reports view with the custom status filter selected.
Caption: “Filter by your custom status to validate.”

Best practices

• Enable for final, customer-visible stages you want reflected in KPIs.
• Keep internal transitions out to avoid inflating totals.
• If your analytics treats that status as paid, make sure that reflects your real process.

Troubleshooting

• Status not in filters: save the status, refresh reports, and ensure analytics cache is cleared.
• Totals look off: check whether the status should be included; toggle Display in Reports accordingly.
• No change after enabling: verify date range, selected filters, and that you have orders in that status.

• Configure Increase stock or Decrease stock per custom status from the plugin Stock / Inventory settings.
• On status change, stock is automatically adjusted by the order item quantities.
• Changes sync immediately with WooCommerce product inventory.

Is this available in the Free version?
No. “Stock Increase” and “Stock Decrease” per status are available only in the PRO version.

Open the Stock / Inventory settings

Go to Bright Plugins → Order Status Settings → Stock / Inventory. You’ll see a list of all custom order statuses with two checkboxes for each: Increase stock and Decrease stock.

ALT: Stock / Inventory settings listing statuses with Increase stock and Decrease stock checkboxes.
Caption: “Set per-status stock behavior from a single place.”

Configure per-status behavior

• Increase stock: moving an order into this status adds item quantities back to stock.
• Decrease stock: moving an order into this status deducts item quantities from stock.
• Neither selected: no stock change when the order moves to this status.

ALT: Example rows with Increase ON, Decrease ON, and neither selected.
Caption: “Increase, decrease, or do nothing per status.”

Save & persistence

Click Save to store your selections. Choices are persisted and applied on future status changes.

ALT: Save button to persist per-status stock options.
Caption: “Save to persist your selections.”

What happens on status change

• If Increase stock is enabled for the destination status, stock is incremented by each order item’s quantity.
• If Decrease stock is enabled, stock is decremented accordingly.
• Adjustments reflect immediately in WooCommerce product inventory views.

ALT: Order moved to a status with Increase stock; product stock reflects the increment.
Caption: “Stock updates as soon as the status changes.”

Best practices

• Avoid enabling both checkboxes for the same status.
• Use Decrease for reserving inventory early (e.g., Reserved, Packing).
• Use Increase for cancellations/returns (e.g., Cancelled, Returned).
• Test with a dummy product before production.

Troubleshooting

• No stock change: ensure the status has the correct checkbox set, the order has stock-managed items, and you clicked Save.
• Double deduction: review other automations or native WooCommerce events to avoid overlapping decreases.
• Wrong direction: verify you toggled the intended checkbox (Increase vs Decrease).

• Enable your custom status in single-order actions (order page dropdown).
• Enable it in bulk actions (Orders list dropdown).
• This ensures your team can apply the status quickly, one order at a time or in bulk.

Open the status editor

Go to WooCommerce → Orders → Order Status → Edit (pick a status) or Add New (create one). Scroll down to the action toggles.

ALT: Custom status editor showing the toggles for actions and bulk actions.
Caption: “Enable your status in single-order and bulk menus.”

Add to actions on orders page

When enabled, the status appears in the Actions menu of each order.

• Useful for quickly updating one order without opening it fully.
• Status is added to the order action dropdown alongside native WooCommerce actions.

ALT: Orders table with a custom status visible in the Actions dropdown.
Caption: “Apply the custom status from the order’s action menu.”

Add to bulk actions list

When enabled, the status appears in the Bulk actions dropdown on the Orders list.

• Ideal for processing multiple orders at once.
• Select several orders → Bulk actions → Apply your custom status.

ALT: Orders list with custom status added to the bulk actions dropdown.
Caption: “Update multiple orders at once using Bulk actions.”

Best practices

• Only enable actions that your team needs frequently to avoid clutter.
• Keep the names short so they fit cleanly in dropdown menus.
• Test on staging to confirm the custom status triggers correctly when applied in bulk.

Troubleshooting

• Status not appearing: make sure the toggle is ON and the status is saved.
• Bulk action applies but nothing changes: refresh the Orders page and confirm the status is active.
• Too many options in dropdown: disable unneeded statuses to simplify the menu.

• Enable Paid Status to treat an order with this status as paid.
• Enable Download Access to allow customers to download digital files when this status is applied.
• Use these only if they match your store’s business logic.

Open the status editor

Go to WooCommerce → Orders → Order Status → Edit (choose a status) or Add New (create one). Scroll to the advanced options section.

ALT: Status editor showing Paid Status and Download Access toggles.
Caption: “Advanced options for treating a status as paid or granting downloads.”

Paid Status

When this toggle is ON, WooCommerce will treat the order as paid when moved into this status.

• Use it for statuses that come after payment (e.g., Awaiting Shipment).
• Avoid enabling it on pre-payment stages (e.g., Pending Deposit).

ALT: Toggle ON for Paid Status.
Caption: “Enable Paid Status if this stage confirms payment.”

Effects of enabling Paid Status

• Marks the order as paid in WooCommerce logic.
• Stock is reduced for the items if not already reduced.
• Status can appear in reports as part of completed sales (if reporting is enabled).

Download Access

When this toggle is ON, customers gain access to digital downloads linked to their order once it enters this status.

• Useful for statuses like Ready for Download or Delivered.
• Do not enable if the order should not yet grant access (e.g., Awaiting Review).

ALT: Toggle ON for Download Access.
Caption: “Grant customers download rights when this status is applied.”

Effects of enabling Download Access

• Customer receives permission to download files tied to the order.
• If combined with Paid Status, it fully mimics WooCommerce’s Completed behavior.
• Can trigger download email notifications if configured.

Best practices

• Only enable Paid Status for workflow stages where payment is confirmed.
• Use Download Access for digital stores to control exactly when downloads unlock.
• If both are ON, the status behaves almost like Completed but retains your custom label.
• Test with a dummy order before rolling out to production to avoid giving early access.

Troubleshooting

• Download links not appearing: ensure Download Access is ON and the order contains digital products.
• Stock not reduced: verify that Paid Status is ON and WooCommerce stock management is active.
• Reports not updating: check if the status is also set to Display in Reports (another option in the editor).

• Add a recognizable icon to your custom status.
• Set Color and Text Background Color for a readable badge.
• Choose how it appears in lists with Status View (Name or Icon).
• Preview the result in WooCommerce → Orders.

Open the status editor

Path: WooCommerce → Orders → Order Status → Edit (pick a status) or Add New (create one).

ALT: Status editor opened from WooCommerce → Orders → Order Status.
Caption: “Open the status editor from Orders → Order Status.”

Add an icon

Click Add Icon and pick a simple, descriptive icon. Avoid overly detailed shapes; prefer clear silhouettes.

ALT: Icon picker open for the custom status.
Caption: “Choose a simple, easy-to-recognize icon.”

ALT: Selected icon applied to the status.
Caption: “Confirm the icon is assigned.”

Choose badge colors

Use Color (text/icon) and Text Background Color (badge background) to ensure contrast and quick scanning.

ALT: Open color pickers for text/icon and badge background.
Caption: “Set text/icon color and the badge background.”

Contrast tips

• Dark text on a light background or light text on a dark background.
• Avoid low-contrast pairs (e.g., mid-gray on light gray).
• Keep a consistent palette across your statuses.

ALT: Comparison of high-contrast vs. low-contrast status badges.
Caption: “Prefer high-contrast combinations for readability.”

Status View: Name vs Icon

Control how the status renders in the orders table.

• Name: shows the text label (clearest for all users).
• Icon: replaces text with the icon (works if your team recognizes the symbols).

ALT: Status View dropdown open with Name and Icon options.
Caption: “Choose whether to show the name or only the icon.”

Preview in Orders

Save the status and open WooCommerce → Orders to validate readability at a glance.

• Check the badge in the Status column.
• If using Icon view, make sure the icon is self-explanatory.

ALT: Orders view showing badges rendered as Name and as Icon.
Caption: “Verify readability and consistency in the orders list.”

Best practices

• Reuse 2–4 core colors to group stages (e.g., blues = in progress, greens = completed, reds = blocked).
• Reserve red/yellow for alerts or states that require attention.
• Don’t rely on color alone: the text or icon must be clear.

Troubleshooting

• Badge looks pale/hard to read: increase contrast (text vs background).
• Icon is confusing: switch to a simpler symbol or use Status View = Name.
• No changes in Orders: save the status and refresh; clear cache if you use a caching plugin.

Before you begin

If you need help installing/activating plugins, see:
How to install and activate Bright Plugins add-ons

1) Where to find the settings

Open Bright Plugins → Order Status Settings. You’ll see two tabs:

• General Settings: choose the Default Order Status for new orders.
• Payment Methods: (optional) map gateway → status.

2) Create your first custom status (quick view)

Path: WooCommerce → Orders → Order Status → Add New.

Fill in:

• Title — e.g., Packing
• Slug — packing (lowercase, no spaces)
• Icon / Color / Text background — visual identity for the badge
• Add to actions on orders page — ON
• Add to bulk actions list — ON
• Email Notification — ON if you want to notify customers

3) Verify it in Orders

Go to WooCommerce → Orders and confirm:

• The Status column shows your new badge on at least one order.
• The Bulk actions menu and the single-order Actions menu include your new status.

4) (Optional) Enable the status email

• In the status form: set Email Notification = ON and choose Recipient (Customer/Admin).
• In WooCommerce → Settings → Emails: open the template for that status and edit Subject, Heading, and Additional content.

Notes & limitations

• If your theme overrides Orders/Emails templates, ensure it still calls the standard WooCommerce hooks.
• Paid Status affects reports/analytics; only enable it for statuses that truly mean “paid”.
• For multilingual sites (WPML/Polylang), translate Title and email templates.

Quick troubleshooting

• Status not visible in Orders/menus: enable Add to actions and Add to bulk actions in the status.
• Emails not sending: confirm Email Notification = ON and that the email is Enabled in Woo → Emails; test with a new order.
• Default/gateway mapping not applying: re-save General / Payment Methods and create a fresh test order.