Every business has its own order fulfillment pipeline. In WholeCell, you can customize your order statuses to match this pipeline so that your team can tell at-a-glance what stage an order is in.
Create a New Status
To create sales order statuses, click on 'Settings' in WholeCell. Then click 'Sales Orders' under the Sales section, then click on the 'Statuses' tab. Look for the '+New Status' button to click. (https://www.wholecell.io/settings/order_statuses)
On this pop-up window, add the status name on the 'Title' field, then choose a color for it.
Put a check on the 'Order is open' box if you want the items on orders with this status to count towards your outstanding quantity. Outstanding quantities affect stock levels (listing quantities in Ecommerce channels). Stock levels are also referred to as calculated quantities in WholeCell.
For example, if you're creating a "Canceled" order status, do you want items that are in that order to be counted as outstanding quantities that will reduce your stock level? Probably not, because those items are never going to be fulfilled. However, items that are on an order in "Ready to Ship" status (if you have one) should probably still be counted against your stock levels.
Put a check on the 'Sync to Shipstation' box if you want orders in that status to sync to ShipStation. This only applies if you have the Shipstation Export integration enabled. For more information about the ShipStation shipping integration, click here.
Hit the 'Save' button when ready.
Edit a Status
If you want to edit a sales order status that you want currently, simply click it and make the changes on the Editing Order Status window.
Delete a Status
To delete a sales order status, simply click the trash icon beside it.