Statuses adjustment and Containers

Statuses and containers

To enter your admin access, click “Enter to the project”. You’ll get to order management page.

Statuses and containers

Pay your attention on statuses “Processing” , “Call back”, “Accepted”, “Cancelled” and so on. These statuses tune up manually, but by default you’ve got all basic statuses. It shows your business process including trades.

To create an extra status you have to open “settings” > “statuses”.

Adding new status you must choose status group.

Status group shows stage of your status.

Let’s clarify it with an example: you’ll create “call back” status, so it refers to “processing” group or, you’ll create “waiting for payment” status, so it refers to “send” group.

Numeral in your status means number or your orders. Statuses have colored highlighting, what shows you group reference. Orders can be moved manually as well as automatically.


Statuses’ timeout

Frequently, there is lots of orders stays in processing status, which is two weeks old. They are pointlessly dials up daily. These orders must be cleaned to increase work efficiency.

Or, orders in “Wait for payment” stays longer than a month. It means they weren’t redeemed and returns, so it should be in “Return” status.

For these case we made auto-transfer orders from one status to another in a certain period.

Open “Settings” – “Statuses”, open status you need and you’ll see this adjustment.

Open Settings

Date will be counted from last status change, not lead’s date, so it will work correct.


Auto-SMS when status changes

In status settings you can adjust auto-send of any SMS template, when order get into any special status.

A message will be send automatically every time, when order get into status, if you’ll enable “Always send auto SMS”. But If you disable it, SMS will be send automatically once.

Auto-SMS


Containers

Statuses can be grouped by containers. For example, you have got different statuses “Accepted by post”, “Accepted by courier service”, “Accepted self-pickup”, so in this case you can group these statuses into container “Accepted orders”

For create container you need to open your project, then “Settings” > “Statuses” > “Status Containers”

Containers

First, you need to create container, and then open status edit and select proper container.

Settings

Settings

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