Order Statuses

Order statuses allow you to categorize and keep track of orders. Your B2B Wave account comes with the following default statuses:

• Submitted
• Invoiced
• Awaiting Payment
• Being Prepared
• Sent
• Complete
• Canceled

You can manually create, edit, delete, or mass-assign order statuses through your B2B portal. Let’s explore how you can do this.

Creating an Order Status

To create an order status, follow these steps:

Step 1. Go to Settings >Order Statuses and click “+New order status.”

Step 2. Fill in the necessary information on this page.

Specifically, here, you need to define the following:

Allow Admin to edit orders		Check this box to let admin users edit orders with the selected status (e.g., orders marked as “Being Prepared” might be editable). If left unchecked, admins will not be able to edit orders assigned to that status
Allow Sales Reps to edit orders		Check this box to let sales reps edit orders for the specific order status. If left unchecked, sales reps will not be able to edit orders assigned to that status
Allow Suppliers to edit orders		Check this box to let suppliers edit orders for the specific order status. If left unchecked, suppliers will not be able to edit orders assigned to that status
Name		Type the status’s name
Select color		Choose the color you want to assign to the status from the drop-down menu. Otherwise, leave this field to “Select color.” Remember that you can assign a custom color to a status below.
Preview		Check this field to view how the status tag looks
Background color / Font color		Type or select a custom color for your status’s tag background and font, if applicable
Notify customer by email		Check this option to send email notifications automatically to customers whenever you change their order status to the one you are creating
Sort		Define the order in which the order status will appear in your Admin Panel’s order status menus. For example, if you want the status to appear first, set the value to “0.” If you want it to appear second, set the value “1”, and so on

Step 3. Click “Save” to store the status. 

NOTE: Remember that you can edit and rename order statuses any time you wish through Settings >Order Statuses.

Assigning a Status to an Order

You can apply an order status to an order by following these steps: 

Step 1. Go to the Orders menu and choose the order for which you want to update its status.

Step 2. Select the appropriate status from the drop-down menu under the “Status” column. Note that if you have enabled the “Notify customer by email” option, the customer who placed this order will receive an email about the order’s new status.

Remember that you can filter orders by order status through the Orders menu. Select the appropriate status under the “Status” field to do so.

Importantly, orders that customers have not submitted will appear with the “Temporary” order status on your Admin Panel. This status does not appear in Settings >Order Statuses, but you can filter them by selecting “Temporary” in the Orders menu. 

Alternatively, you can enable the Unsubmitted menu on your Admin Panel and access all temporary orders there. To do so, go to Settings >Profile >Application configuration and check the “Show unsubmitted orders as a separate menu option (Admin)” box under the “Various settings” section.