Now that your Custom Order Status for WooCommerce Pro plugin is installed & activated, you can start creating custom order statuses from the WooCommerce menu. Click on Custom Order Status option and you will be taken to the Custom Order Status Tool page where you can Add, Edit and Delete custom order statuses.
Let us understand these 3 options separately for better understanding.
Add Custom Order Status
To add a custom order status, first go to WooCommerce -> Custom Order Status -> Custom Order Status Tool as shown below:
Custom Order Status Tool page
An alternate path to follow for Custom Order Status Tool page is WooCommerce -> Settings -> Custom Order Status -> General -> custom order statuses tool link as shown below:
Alternate path to Custom Order Status Tool page
On Custom Order Status Tool page, you can add a new custom order status, add an icon for representing the order status and select appropriate color for distinguishing it from the other order statuses.
Lets add a new custom order status named Dispatched and enter the other details as shown below:
Added a new custom order status
Let us run through each fields of Add Status section:
1. Slug: This is added to identify the status, which can be used in the custom code. Typically, it is recommended to add a slug that is a hyphenated version of your status label. Hence have added slug ‘Dispatched’, which will be used as ‘wc-dispatched’.
2. Label: This refers to the name given to the status which appears in the Orders list and on all order information. The label given to this status is ‘Dispatched’.
3. Icon Code: This allows you to select an appropriate icon for this status which will be displayed on the Orders page under Actions column if the Add custom statuses to admin order list action buttons setting is enabled.
An icon is a graphical image that represents an application or a specific entity with a meaning. The code used to display this icon is called an icon code. You can get the icon code from the WooCommerce icons link provided. The icon code selected for Dispatched status is e001. This means dispatched status will be displayed with the icon selected, under Actions column on Orders page.
4. Color: This color will be used for the status and status icon. The status color selected is blue. This will be displayed under Status column and Actions column on Orders page
Display of status icon with the selected color & text color
5. Text Color: This color is used for the text of the status eg. Dispatched. The text color of the status selected is white and will be displayed under Status column on the Orders page as shown in the above image.
Once you have entered all the details in the Add Status section, click on Add new custom status button and your new status will be created. This newly created custom order status will be displayed at the bottom of the Status Table as shown below:
Newly added custom order status
As you can see, the Status Table already has a list of core WooCommerce statuses. The newly created custom order status ‘Dispatched’ is added to this list at the bottom. It also displays the icon code and colors selected for this status.
Edit Custom Order Status
Once after custom order statuses are created, you may need to edit them in future. For this, you can go to the list of statuses displayed under the Status Table and click on the Edit button of that particular status. You will be taken to its Edit Status section.
Let us take the same example and understand the Edit option in detail.
So if you want to edit this newly created order status – Dispatched, click on the Edit button of this status and you will be taken to the Edit Status section as shown below:
Edit Status section
Now you can edit the details as per the requirements. You can also click on the Clear form option and add details for all the fields again.
Lets edit the Icon Code for the status – Dispatched from e001 to e019 and click on the Edit custom status button. The Icon code will be edited as shown below:
Edit custom status
As we know, the icon is displayed on the Orders page under Actions column. So let us check the effect on the Actions column after editing the icon code.
Previously added icon
Icon changed after editing the icon code
This shows that by editing the icon code, the Action icon for Dispatched status got changed on the Orders page. Thus you can use the Edit option to change the label, slug, icons and its colors as per your business requirements.
Delete Custom Order Status
As the name suggests, Delete option will allow you to delete the newly created custom order statuses. There are 2 options under this:
- Delete with fallback
Let us discuss these 2 options separately for better understanding.
Consider the same example of status – Dispatched. Say you wish to delete this custom order status forever. So go to Dispatched status in the Status Table and click on the Delete button. This status will get deleted from the Status Table as shown below:
Custom status deleted
Remember, if you choose to delete the custom status, then the orders with the deleted custom status will also get deleted. This means orders that had order status as Dispatched will get deleted as shown below:
Orders with dispatched status were deleted
This shows 2 orders which had the status Dispatched were deleted because the Dispatched order status was deleted. If you wish to delete only status but not the orders associated with it, then select the Delete with fallback option instead.
Delete with fallback
This is another option for deleting the custom order status. When you select Delete with fallback option, the status will get deleted and all the orders with the deleted status will change to the fallback status. Here fallback status refers to a status which the admin has added in the settings which takes effect when the custom status is deleted.
Let us consider the above example and understand this option in detail.
Firstly, you need to add the fallback status in the settings which will be considered when the custom status is deleted. So go to WooCommerce -> Settings -> Custom Order Status -> General, and add the fallback status as Processing in the Fallback delete order status field as shown below:
Fallback status selected as Processing
So now when you select Delete with fallback option for Dispatched status, all the orders with status Dispatched will change to status Processing. A message will be displayed for status delete and status change for the orders as shown below:
Message displayed for the action
This shows that the Dispatched status was deleted successfully and the status of the orders which had Dispatched status were changed to Processing as the fallback delete order status is set to Processing under General settings.
This will have effect on the Orders page in the backend as well as in the Orders section on the customer’s side.
Orders page – Admin side:
The fallback status will reflect on the Orders page under Status column for the deleted status – Dispatched as shown below:
Status changed to Processing
Orders page – Customer side:
This change will reflect on the Orders section of the Customer side as shown below:
Order status changed to Processing
Thus the order status will show as Processing instead of Dispatched on the customer side.