How to Create a New Order Status

Mantle allows you to fully customize order statuses to fit your business needs and workflow. You can even rename or adapt statuses from platforms like Shopify or BigCommerce for better alignment with your operations. Use Order Status Mapping to arrange these custom statuses across your channels.

In this example, we’ll walk through creating a new status called “Needs Manager Review.”

Steps to Add a New Order Status

1. Access Settings
   • From the left-hand menu, select Settings.
   • Then, choose Order Status from the dropdown.
   • This will display the default statuses included in Mantle.
2. Add a New Order Status
   • In the upper-right corner, click Add Order Status.
   • A pop-up window will appear.
3. Enter the New Status Details
   • In the description field, enter your desired name for the new status.
     • Example: Needs Manager Review
4. Configure Status Options
   • Order Editable:
     • If selected, orders in this status can be edited.
     • Useful for scenarios like pre-orders or store tabs where orders may need modifications.
     • If not selected, orders in this status will be locked from editing.
   • Order in Sales Reports:
     • If selected, orders in this status will be included in sales reports and totals.
     • If not selected, the status will exclude these orders from sales reports, which is useful for unfinished or pending sales (e.g., customer tabs).
5. Save the New Status
   • Click SAVE to confirm your settings.
   • A notification will appear in the upper-right corner confirming the status has been successfully created and updated.