Operations Portal Order Management: Customize Customer Order Status Values

1. Enter "Settings" in the Search field

   You can customize customer order statuses in the operations portal. You can do it by configuring a setting. To start, enter "Settings" in the Search field.

   

2. Navigate to the "Settings" screen

   Then, navigate to the "Settings" screen. In order to access and edit settings, you will need to be set up either as an “administrator” or a "superuser", or have the following roles: "settingEdit" and "settingView".

   

3. Enter "OrderCustomerStatus"

   Enter "OrderCustomerStatus" in the Search field.

   

4. Click on the more details icon

   Click on the more details icon to open the Settings page.

   

5. Enter the customer status/statuses in this field

   Enter the customer order status or statuses in the Value field. For this example, we will add "Do Not Display." If you want to add more customer statuses, list them in a comma-separated format with no spaces.

   

6. Click "Save"

   To save the changes, click on "Save".

   

7. The customer status has been added

   Once configured, the "Do Not Display" status will appear in the customer status dropdown menu and be selectable for orders.