Order Status and Order state in Magento 2

Magento 2 is the favourite platform for every store to boost online sales dramatically. It is excellent if many orders are placed. However, by then, you will find it diffcult and waste much time on having thousands of orders managed effectively. Let’s follow the guides in this post to help you manage Order Staus and Order State better. The more time saved, the more profits earned.

What is the difference between the order status and order state? The order state reports the position of an order in the workflow at that time. For example, it could be New, Processing, Canceled, On hold, Pending Payment, etc. Meanwhile, order statuses allow more flexible order management processing by indicating the state in detail. A ‘Pending payment’ order state could have the Pending payment card or ‘Pending payment Cash on Delivery’ status.

As soon as each order is created, the order information is transferred directly to a stage in Magento 2 order processing workflow. In addition, there is a specific column in the Orders grid called Status that will control the order status, and a set of predefined order status and order state settings are supported for your store.

Explore Mageplaza Modules:

• Magento 2 Order History
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See the following image to figure out the management of Magento 2 order status:

In the Status column, you can see many types of the order status such as: Pending, Complete, Processing, etc. Now, let’s dig into how to manage simple order management tasks in Magento 2, such as creating a new order status, editing it, or assigning and removing that order status from the predefined state.

Magento 2 Order Status and Order State

• Create a new Order Status
• Assign Order Status to Order State
• Edit Order Status
• Remove Order Status from an assigned state

Create a new Order Status

Because the Order Status brings more flexibility compared to the Order State in general, store admins may want to create extra status based on their own needs.

• On the Admin Panel, Stores > Settings > Order Status.
• On the upper-right corner, click on Create New Status.
• Under the Order Status Information section, do as the following:
  • Enter the Status Code that needs to include both letters and numbers while it is required to begin with a letter (a-z) and insert the underscore character instead of a space.
  • Enter the Status Label that is shown on Admin and frontend of your store.
• Under the Store View Specific Label section, if you have multiple stores, it is possible to set different labels for each store view.
• To finish, click on Save Satus .

Assign Order Status to Order State

After creating a status, admins have to assign it to one of the existing order states as follows:

• Next to the Create New Order Status, click on Assign Status to Stage.
• From the dropdown in the Order Status field, choose the status that you want to assign.
• Set Order State to the place in the workflow where the order status belongs.
• Mark the Use Order Status as Default checkbox to apply this status as default for the order state.
• Mark the Visible on Storefront checkbox to show this status on Storefront.

• Assignment is successful when you click on Save Status Assignment.

Edit Order Status

Stores can also make changes to the Order Status settings as they wish by following these steps:

• On the Order Status grid, click on the Order Status that you want to edit.
• Change the order status settings as you need.
• Click Save Status to save the edit.

Remove Order Status from an assigned state

When you need to remove an Order Status from the state that you have assigned it to, follow this guide:

• Consider the Order Status you want to unassign on the Order Status grid.
• Click on Unassign link in the Action column.

At the top of the workplace, a short message will display to notify that you have unassigned the order status. But the unassigned status is still included in the list without removal.

Conclusion

When the number of orders is large, it is essential for online stores to classify those orders better to handle them quickly, which Order State and Order Status can help. The above tutorial hopefully assists you in managing Magento 2 Order Status and Order State. Hope you can do it perfectly, but if not, do not hesitate to write to us in the comment section and we will reach you soon.

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