Store Settings
Order process
Order process configuration lets you control how your team documents order status changes. You can require notes for specific transitions and control whether customers see those notes.
Configuring order process
- From your admin, go to Settings > Order Process Configuration
- Adjust your settings
- Click Save changes
Manual user identification
When back office accounts are shared between team members, enable Require Manual User Identification. This requires users to enter their name when:
- Adding notes to orders
- Changing order status
This helps track who made changes when multiple people use the same account.
Tip
If each team member has their own account, you can leave this disabled. Changes are automatically attributed to the logged-in user.
Status note requirements
Configure note requirements for each order status transition:
Order statuses
- In Progress - Order is being processed
- Completed - Order has been fulfilled
- On Hold - Order is temporarily paused
- Refunded - Order has been refunded
Note settings per status
For each status, you can configure:
| Setting | Description |
|---|---|
| Require note | A note must be added when changing to this status |
| Force note visible to customer | Notes are always shown to the customer |
| Default note visible to customer | Notes are visible to customer by default (can be toggled) |
Example
For the "On Hold" status, you might require a note explaining why the order is paused, but keep it internal (not visible to customers). For "Completed", you might want notes visible to customers by default to share delivery information.
Best practices
- Require notes for On Hold - Always document why an order is paused
- Make completion notes visible - Share relevant delivery info with customers
- Keep refund notes internal - Document refund reasons for your team without exposing details to customers
Next steps
- Process orders using your configured workflow
- Fulfill orders efficiently
- Handle refunds when needed