Updating Order Status

The Update Order Status card on the order detail page lets staff advance an order — or an individual shipment — to its next state. Before the change is applied, a confirmation dialog previews any automated workflow steps (such as sending notifications or updating stock) so nothing runs unexpectedly.

For a conceptual overview of how statuses and workflows are structured, see Order Status and Workflow.

Updating to the recommended next status

This is the typical flow when an order has a clear next step.

1. Open the order from the Orders list.
2. Scroll to the Update Order Status card (or Update Shipment Status for orders with shipments).
3. The New Status dropdown already shows the recommended next step, marked with a green Next badge and a green forward-arrow icon.
4. Tap the green Set to [status name] button.
5. The Update Order Status dialog opens. Review the order number, the status transition (current → new), and the list of workflow steps that will run.
6. Tap Update to confirm.
7. The dialog switches to the results view. Check that all workflow actions show a green checkmark.
8. Tap Close. The order detail reloads with the new status.

Updating to a different status

Use this flow when you need to move an order to a status other than the recommended next step.

1. Open the order and scroll to the status update card.
2. Tap the New Status dropdown to open it.
3. If the status you want is not in the list, tap the Filter button (beside the Current: label) and select a broader filter:
   • Default — primary workflow steps only (the default view)
   • All Valid — every status valid for the current shipment
   • All — every status configured for this order type
4. Select the target status from the dropdown. The button changes to the accent colour and the label changes to Update Status.
5. Tap Update Status.
6. Review the workflow preview in the dialog, then tap Update to confirm.
7. Tap Close after reviewing the results.

Updating a specific shipment

Orders that have been split into multiple shipments show a Select Shipment dropdown above the status controls.

1. Open the order and scroll to the Update Shipment Status card.
2. Tap the Select Shipment dropdown. Shipments that have a pending next step are sorted to the top and shown with a green forward-arrow indicator.
3. Select the shipment you want to advance.
4. The New Status dropdown updates automatically to the recommended next step for that shipment.
5. Continue from step 4 of the standard flow above.

When no next step is available

If an order or shipment has reached a terminal state — or if no default next step is configured — the card shows only a Current: [status] line with a small edit icon instead of the full controls.

1. Tap the Current: [status] line. The full controls expand.
2. The New Status dropdown is empty. Select a status manually.
3. If no statuses appear, tap Filter → All to show all statuses for the order type.
4. Select the target status and tap Update Status.
5. Complete the workflow dialog as normal.

Reviewing the workflow dialog

The Update Order Status dialog appears before every status change. It has two phases.

Preview phase

The dialog shows:

• The order number
• The current status (blue badge) and the new status (green badge) with a forward arrow between them
• A numbered list of workflow steps that will run (for example, Send confirmation email, Reserve stock)

If no workflow steps are attached to the transition, the dialog shows: Status will be updated without running workflow steps.

Results phase

After the update completes, the dialog shows the outcome for each workflow step.

A green banner confirms success; an orange banner labelled Completed with warnings means at least one step encountered an issue. Tap Close to dismiss the dialog.

Related pages

• Order Status and Workflow
• Order Detail Overview
• Order Lines by Shipment
• Handling Order Errors