Skip to main content

Order Stages

Short Description​

Order Stages help serB2B e-commerce system users classify and manage incoming orders according to their own business processes. The defined order stages are displayed in the Orders list and Order Details pages, allowing users to quickly see which stage an order is in and manage their processes more efficiently.

Order Stages​

To view the order stages, go to Settings > Order Status Types in the serB2B admin panel to see either the default or the custom-defined order stages.

1. Adding a New Order Stage​

To add a new order stage, click the + button in the top-right corner and follow the steps below.

Step-by-Step Guide​

  1. Define Order Status Name: Enter the name for the order stage.
  2. Enter Description: Provide a description appropriate for the order stage.
  3. Select Status: Choose from the predefined order status options in the system.
  4. Enter the Page URL to Redirect: Enter the page URL you want the customer to see.
  5. Define Position Number: Set the position number, where the smallest number appears at the top. (e.g., "1" will appear at the top)
  6. Save: Save your changes to complete the process.

2. Viewing Order Stages in Orders​

You can view the defined order stage in your admin panel under the Orders section, as shown in the example below. You can also view this information by going into the order details.

3. Changing an Order Stage​

To change the stage of an order you’ve received, go to the Orders section in your admin panel and view the details of the relevant order. At the top of the Order Details page, click the Order Stages button to update the stage of the order.

4. Deleting an Order Stage​

To view or delete existing or newly created order stages in your serB2B system, go to Settings > Order Stages in the admin panel. Click the Edit button on the row of the stage you want to delete. Then, click the icon in the top-right corner of the page and confirm the deletion.

Frequently Asked Questions (FAQ)​

  • If I change an existing order stage, will it update for old orders too?

    Yes. Any changes made to the order stages will apply to all orders in the system. However, the historical status logs of past orders will not change — only the current stage names and descriptions will appear updated.

  • Do customers also see the order stages?

    By default, order stages are visible only in the serB2B admin panel and are used to track your internal processes.

Resources​

Contact​

If you have any questions or need support, feel free to contact our support team. We’re happy to help.