The Status Events feature in the Order Manager allows users to specify which status codes, or "labels" are applied automatically to orders and/or line items when certain events occur, i.e., approving an order, logging a payment, returning a line item, etc. The Status Events feature can be used for internal reference; it can send automatic updates to the Stone Edge Order Status System; and it can trigger status updates to some shopping carts (depending on cart capability).
Note: The Status Events feature does not require the purchase of a subscription to the web-based Stone Edge Order Status System. This add-on service was created as a solution for shopping carts that do not accept native status updates from the Order Manager. When the OSS is purchased and configured correctly, the Order Manager can transmit order status changes and tracking numbers (when available) in real-time to the Stone Edge Order Status Server, and an e-mail is sent to customers containing a link that directs the customer to the shipping vendor's web-based package tracking system where they can look-up the status of their order.
Status Events can be used just for internal purposes if your shopping cart does not support status updates and/or you do not wish to use the Stone Edge Order Status System; it aids searching for and cataloguing order and line item information. Be advised that the Send Status to Web button on the Ship Dates & Status tab of the View Orders screen will not function if the Order Status System is not being used.
To select an item or order status on the Status Change Events dialog box, you must first create the labels using the List Maintenance form or List Builder (V5.9+). You can access the List Maintenance form by:
going to Maintenance Menu>Maintenance tab>List Maintenance
going to Maintenance Menu>Setup Functions>Status Events>List Maintenance button
going to page 2 of the Setup Wizard>Order Status System section, and click the Enter Status' button. Version 5.9+
Note: A default list of status labels can be loaded via the Store Setup Wizard> Order Status System>Load Default Status Events button. Be aware that changes made at the Status Events form take effect immediately. There is no "Undo" button to reverse the changes once they are made. Make a backup copy of the data file if a significant number of changes are going to be made.
To select an item or order status for an event, click in the appropriate cell in the Item Status or Order Status columns and select the appropriate status from the drop down list. If status updates can be received by your shopping cart, click the Notify Cart checkbox at the end of the row.
Tip: Having more than one status event configured to change the status of the item
or order to the same status label value may negate the sending of status updates
during Process Tracking Numbers. The program requires that there must be a change
in the status label associated with an order or item when a status event is fired
for it to send the update to the cart or OSS system. If more than one event fires
in the same execution pass of Process Tracking Numbers and sets the status label
to the same value as another subsequent event, the update will not be sent because
when the second event is fired, the program's requirement of having a change made to the
status label will not be met. Also be aware of any status label changes being made
at the QuickShip form (Set finished order Status to:) that might present a conflict with
the firing of status updates when Process Tracking Numbers is run.
Affected status events are Order Add Tracking Number, Item Set Actual Ship Date and Order Set Actual Ship Date.
To exit the Status Change Events dialog box, click the Close button.
The Order Manager updates the item and order status appropriately as each event occurs. For example, when you manually add a tracking number to an order at View Orders, the Order Add Tracking Number event is triggered and updates the order's status to that which is selected on the Status Change Events dialog box, in this case, "Shipped". If a status is entered in the Item Status column, each item's status is also updated. If no status event is entered in either column, no action is taken. Similarly, if you set the Item Force Backorder event to update the Item Status to "Item Backordered" and the Order Status to "Some Items Backordered" when an item is put on backorder, event triggers the system to change the status of the individual item on backorder as well as the status of the order.
Order Status System Users: When the Order Status System is in use, the program transmits the following information to a Stone Edge Technologies server:
Bill To Name
Bill To Zip Code (for security purposes – not displayed)
Bill To Email Address (for security purposes – not displayed)
Bill To Phone Number (for security purposes – not displayed)
Ship To Name
Order Manager Order Number
Shopping Cart Order Number (if applicable)
Current Order Status
Line Item SKU
Line Item Product Name
Line Item Quantity Ordered
Line Item Quantity Shipped
Line Item Quantity Needed
Line Item Status
Note: For security purposes, payment and street address information is not transmitted to the server.
See Also
Creating Status Labels Using the List Maintenance Form
Status Events and Descriptions
Updated 9/8/09
Modified 6/15/10