Order Settings

What this feature does:
Order Settings allow authorized users to configure order types, order statuses, and status templates for automated replies on order creation or status updates.

When to use it:
Use Order Settings before creating or managing orders when your business needs custom fields and status stages.

How to use it:

1. Open Order Settings.
2. Choose the area you want to configure:
   • Order Types
   • Order Statuses
   • Status Templates
3. For Order Types:
   • Enter order type name
   • Add, edit, duplicate, or delete fields
   • Save the type setup
4. For Order Statuses:
   • Create a status name
   • Assign a color code
   • Edit or remove existing statuses
5. For Status Templates:
   • Open template list and filter by module (example: Order)
   • Select + to create a new status template
   • Enter template name
   • Select module, order type, and order status
   • Choose channel (example: WhatsApp/Voice)
   • Select a message template
   • Configure send timing (Send immediately or offset-based)
6. Save your changes.

Expected result:
Orders use configured type fields, statuses, and automated templates for status-based communication.

Important notes:

• Some settings may require manager/admin permissions.
• Field setup controls what appears in the Create Order form and Order Details data section.
• Status setup controls what appears in the Update status dropdown and order list status tags.
• Status templates are used to send automatic messages when an order is created or moved to a selected status.
• Channel availability depends on connected integrations and approved templates.

Watch Video: Managing orders & custom fields

Order statuses

Mobile View

Order type and fields setup

Mobile View

Status template list

Mobile View

Create status template

Mobile View