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Managing Magento 2 Order Status Effectively

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

Order status workflow

Source: Adobe Experience League

Table of Contents

What is the difference between the Magento 2 order status and the order state?

On the one hand, 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.

Order state

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 the 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.


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

Magento 2 order status and order state Order grid

In the Status column, you can see many types of order status as follow:

Order Status Status Code Definition
Suspected Fraud fraud This order did not get an invoice, and no confirmation email was delivered. Typical for PayPal or other payment escape systems.
Processing processing When a payment is received or authorized, this status appears. The order has been invoiced but not sent.
Pending Payment pending_payment This happens if your order uses payment getaway systems like PayPal. In this case, purchasers are redirected to the payment website to complete the transaction, but Magento hasn’t received any information yet. The status will change after the customer finishes payment.
Pending PayPal pending_paypal The PayPal system has received the order but has not processed the payment yet.
Pending pending The order shipment and invoice have not been processed.
PayPal Reversed paypal_reversed PayPal has reversed the transaction.
PayPal Canceled Reversal paypal_canceled_reversal PayPal canceled the reversal.
Payment Review payment_review If you use PayPal for payment, the status will appear if the payment review option is enabled.
On Hold holded When you need to hold an order, you can assign it manually from the order grid or view page.
Open STATE_OPEN It indicates that an order or credit memo remains open and might require additional attention or steps.
Complete complete The order was completed (created, paid, and delivered).
Closed closed A credit memo was created for the order and the order was refunded.
Canceled canceled The order is canceled if the customer doesn’t make payment within the allowed time.

Magento 2 Order Status and Order 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.
  • In the upper-right corner, click on Create New Status.
  • Under the Order Status Information section, do 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.

Magento 2 order status and order state Create new Order Status

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.

NOTE: The list of Order State encompasses the pre-assigned default status for orders. For instance, the default order status “Pending” is presented instead of the “New” order state value.

  • Mark the Use Order Status as Default checkbox to apply this status as default for the order state.

NOTE: The order workflow exclusively employs the default order statuses. Any non-default statuses can only be designated in the Order Comments section within the Admin interface.

  • Mark the Visible on Storefront checkbox to show this status on Storefront.

Magento 2 order status and order state Assign Order Status to State

  • The 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 the Unassign link in the Action column.

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

NOTE: If the default order status is not assigned from the order state, an alternative order status is automatically designated as the default for that specific order state.

Magento 2 order status and order state Message

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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