▶️ Customise order statuses

1. Understand Order Statuses

  • Order statuses appear along the top of the Order record.

  • You can move orders through statuses by selecting a different status and marking it as the current status.

  • As statuses progress, they can trigger new actions (e.g. invoicing, inventory updates).


2. Edit Order Status Picklist

  • From your Order record, click the Cog wheelEdit Object.

    • Alternatively: go to Object ManagerOrder.
  • Click Fields & Relationships.

  • Search for Status → open the Status field.

  • You are now editing the Status picklist (these are the statuses available to choose).


3. Add New Order Statuses

  • Scroll to the bottom of the picklist values and click New.

  • Add each new status:

    • Enter Name (e.g. "Shipped").

    • Enter API Name.

    • Select Status Category:

      • Draft:

        • Allows full editing of the order.

        • Order can be deleted.

      • Activated:

        • Locks the order (cannot be edited or deleted).

        • Triggers downstream processes (e.g. invoicing).

  • Example statuses you might add:

    • Shipped → Activated.

    • Fulfilled → Activated.

    • Cancelled → Draft.

  • After adding each status, click Save (or Save and New to add another).


4. Reorder Statuses (Optional)

  • Click the Reorder button in the Status picklist editor.

  • Adjust the order in which statuses appear:

    • Example: move Cancelled before Draft so it doesn’t appear last.
  • Click Save when done.


5. Notes on System Statuses

  • The standard Draft status:

    • Its API Name or Status Category should not be changed (to avoid sync issues).

    • You can safely change the value name (display name).


6. Verify Changes

  • Return to an Order record.

  • Refresh the page.

  • You should now see all your configured statuses (e.g. Draft, Activated, Shipped, Fulfilled, Cancelled).


7. Customize How Customers See Order Statuses

  • Go to:

    • StoreConnect NavigationConfigurationStoresAll Stores.
  • Select your store.

  • Check what Theme your store is using.

  • Open the Theme record.

  • Under the Related tab → Theme Locales (this is used for translations).


8. Add Translations for Customer Display

  • Open the Theme Locale for your store's language (e.g. English).

  • Under Related, view the list of Translations.

  • To add a new translation:

    • Click New.

    • Enter the Translation Key for the status (e.g. order_status.draft).

    • Enter the Value you want customers to see (e.g. "Processing").

    • Click Save.


9. Verify Customer View

  • On the customer account screenOrders.

  • Refresh the page.

  • The Order Status displayed to the customer should now reflect your translation (e.g. "Processing" instead of "Draft").