{"id":244,"date":"2019-04-03T18:24:02","date_gmt":"2019-04-03T18:24:02","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=244"},"modified":"2026-07-01T14:00:07","modified_gmt":"2026-07-01T14:00:07","slug":"the-order-status-system","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/the-order-status-system\/","title":{"rendered":"The Order Status System"},"content":{"rendered":"<h2>Overview<\/h2>\n<p style=\"font-weight: 400;\">The Order Status System was developed to provide those retailers whose shopping cart systems do not accept order status information from an outside source, such as\u00a0Stone Edge Order Manager, a way of communicating order status and tracking information to their customers. This system cannot function as a standalone application &#8211; it requires a copy of\u00a0Stone Edge Order Manager\u00a0to be installed on at least one workstation which acts as the Shared Stack Controller.<\/p>\n<p style=\"font-weight: 400;\">The benefits of the Order Status System are as follows:<\/p>\n<ul style=\"font-weight: 400;\">\n<li>it provides order status information for manual and Point-of-Sale orders, as well as imported orders<\/li>\n<li>it supports multiple tracking numbers for split shipments<\/li>\n<li>it adds a new level of sophistication to the retailer&#8217;s web site<\/li>\n<li>it improves the customer service experience for your customers by providing a self-service portal<\/li>\n<li>it saves time and money by reducing the &#8220;Where&#8217;s my order?&#8221; telephone calls<\/li>\n<\/ul>\n<h2>How Does it Work?<\/h2>\n<p style=\"font-weight: 400;\">It all starts with SEOM, which has about thirty status events that can trigger a status label to be applied to an order or item and sent to the Order Status System, such as Order Received, Payment Received, Ship Date Entered, Tracking Number Imported, etc. The retailer decides which of those events to track, and selects the status text or &#8220;label&#8221; to use for each event. Different status labels can be entered for each event in the status life cycle of an order, as well as for the status life cycle of each line item in the order.<\/p>\n<p style=\"font-weight: 400;\">Whenever a selected status event occurs, SEOM immediately sends that information to the Order Status servers. The retailer includes links to the Order Status System portal in their e-mail messages and on their web site.<\/p>\n<p style=\"font-weight: 400;\">To check the status of their order, the customer can either select a tracking link in the e-mail they receive from the retailer, or they can go to the retailer&#8217;s web site and enter their Zip Code and order number. The portal responds with the up-to-the-minute order status information. The response page can include the retailer&#8217;s HTML header and footer, so the page will have the same &#8220;look and feel&#8221; of the retailer&#8217;s web site. If tracking numbers exist for the order, there is a hyperlink to the UPS, USPS, FedEx, or other carrier&#8217;s order tracking pages.<\/p>\n<h2>Getting Started<\/h2>\n<p style=\"font-weight: 400;\">The Order Status System requires a copy of SEOM to be installed and configured, it cannot run standalone. There are three steps complete in order to use the Order Status System:<\/p>\n<ol>\n<li style=\"font-weight: 400;\">Purchase a subscription to the <strong>Order Status System<\/strong> by emailing\u00a0<a href=\"mailto:sales@monsooncommerce.com\">sales@stoneedge.com.<\/a><\/li>\n<li style=\"font-weight: 400;\">Set up the <strong>Status Events<\/strong> feature within\u00a0Stone Edge Order Manager.<\/li>\n<li style=\"font-weight: 400;\">Set up the <strong>Order Status System<\/strong> account.<\/li>\n<\/ol>\n<h2>Setting Up the Status Events<\/h2>\n<h3>About the Status Events Feature<\/h3>\n<p style=\"font-weight: 400;\">The Status Events feature in SEOM lets the retailer define a set of status labels which can be automatically applied to order and\/or line items when certain events occur. An event is defined as an action that takes place in SEOM, such as approving an order, logging a payment, returning a line item, etc.<\/p>\n<p style=\"font-weight: 400;\">The Status Events system only sets status labels within SEOM <i><em>unless<\/em><\/i>\u00a0it is also configured to also transmit order information to the Order Status System, or a shopping cart or marketplace.<\/p>\n<p style=\"font-weight: 400;\">As changes are made to various orders,\u00a0Stone Edge Order Manager\u00a0can transmit those changes to the Order Status System portal in real-time, assuming an Internet connection is available, so your customers can easily view up-to-the-minute information about their orders. As shipping carrier&#8217;s tracking numbers are added to\u00a0Stone Edge Order Manager, they are also sent to the Order Status System portal. Tracking numbers are displayed as hyperlinks, which take the customer to the appropriate carrier&#8217;s package tracking system.<\/p>\n<p style=\"font-weight: 400;\">Information posted to the OSS portal include the following:<\/p>\n<ul>\n<li style=\"font-weight: 400;\">Bill To Name<\/li>\n<li style=\"font-weight: 400;\">Bill To Zip Code (for security purposes only &#8211; it is not displayed)<\/li>\n<li style=\"font-weight: 400;\">Bill To Email Address\u00a0(for security purposes only &#8211; it is not displayed)<\/li>\n<li style=\"font-weight: 400;\">Bill To Phone Number\u00a0(for security purposes only &#8211; it is not displayed)<\/li>\n<li style=\"font-weight: 400;\">Ship To Name<\/li>\n<li style=\"font-weight: 400;\">Order Manager Order Number<\/li>\n<li style=\"font-weight: 400;\">Shopping Cart Order Number (if applicable)<\/li>\n<li style=\"font-weight: 400;\">Current Order Status<\/li>\n<li style=\"font-weight: 400;\">Line Item SKU<\/li>\n<li style=\"font-weight: 400;\">Line Item Quantity Orders<\/li>\n<li style=\"font-weight: 400;\">Line Item Quantity Shipped<\/li>\n<li style=\"font-weight: 400;\">Line Item Quantity Needed<\/li>\n<li style=\"font-weight: 400;\">Line Item Status<\/li>\n<\/ul>\n<table style=\"font-weight: 400;\" width=\"85.879%\">\n<tbody>\n<tr>\n<td><em>No payment or address information is sent to the web site. Only the fields listed above are ever sent to the Order Status server, so there is no reason to worry about confidential information being exposed to the Internet.<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 style=\"font-weight: 400;\">Reviewing the Status Events<\/h3>\n<p style=\"font-weight: 400;\">SEOM comes with a set of standard, or pre-defined, status events which are listed in the chart below:<\/p>\n<h4>Review the Standard Status Labels<\/h4>\n<p style=\"font-weight: 400;\">SEOM has pre-defined status labels you can use, or you can define your own status labels.<\/p>\n<table style=\"font-weight: 400;\" width=\"65.527%\">\n<tbody>\n<tr>\n<td>Backorder Canceled<\/td>\n<td>Item Canceled<\/td>\n<td>Payment Edited<\/td>\n<\/tr>\n<tr>\n<td>Backorder Filled<\/td>\n<td>Item Exchanged<\/td>\n<td>Payment Received<\/td>\n<\/tr>\n<tr>\n<td>Credit Issued<\/td>\n<td>Item Returned<\/td>\n<td>Payment Voided<\/td>\n<\/tr>\n<tr>\n<td>Drop Shipment Canceled<\/td>\n<td>Order Approved<\/td>\n<td>Pending<\/td>\n<\/tr>\n<tr>\n<td>Drop Shipment Ordered<\/td>\n<td>Order Backordered<\/td>\n<td>Pending Shipment<\/td>\n<\/tr>\n<tr>\n<td>Item Added<\/td>\n<td>Order Canceled<\/td>\n<td>Shipped<\/td>\n<\/tr>\n<tr>\n<td>Item Backordered<\/td>\n<td>Order Received<\/td>\n<td>Tracking Number Edited<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"font-weight: 400;\">Be advised that some shopping cart systems only accept a specific set of status labels. See the shopping cart&#8217;s\u00a0<em>Knowledge Base<\/em>\u00a0page for details.<\/p>\n<h3>Configuring SEOM<\/h3>\n<h4>Setting System Parameters<\/h4>\n<p style=\"font-weight: 400;\">The following system parameters can be set through the\u00a0<em>Order Status Section<\/em>\u00a0of the\u00a0<strong>Store Setup Wizard\u00a0or through the\u00a0<i><em>Set System Parameters<\/em><\/i>\u00a0screen<\/strong>.<\/p>\n<ol style=\"font-weight: 400;\">\n<li>Enable the Status Events feature by setting parameter\u00a0<strong>UseStatusUpdates<\/strong>\u00a0set to TRUE.<\/li>\n<li>Enable the transmission of status information from SEOM to the Order Status System by setting the following system parameters in the SETI parameter group:<\/li>\n<\/ol>\n<p style=\"font-weight: 400;\"><strong>SETISendStatusUpdate<\/strong>\u00a0\u00a0&#8211; set to TRUE<\/p>\n<p style=\"font-weight: 400;\"><strong>SETID<\/strong> &#8211; enter the Order Status System user name provided by Stone Edge<\/p>\n<p style=\"font-weight: 400;\"><strong>SETIPassword<\/strong> &#8211; enter the Order Status System password provided by Stone Edge<\/p>\n<p style=\"font-weight: 400;\"><strong>SETIMerchantID<\/strong> &#8211; enter the Merchant ID provided by Stone Edge for use with the Order Status System<\/p>\n<p style=\"font-weight: 400;\"><strong>SETIURL<\/strong> &#8211; enter the URL to the Order Status ASP page provided by Stone Edge<\/p>\n<p style=\"font-weight: 400;\"><strong>SETIStatusLinkURL<\/strong> &#8211; enter the URL which is presented in the e-mail link customers select to access the order&#8217;s status information. The default URL is: &#8220;https:\/\/app.connect2cart.com\/ShortLink\/OrderStatus&#8221;.\u00a0It is possible to enter a URL from your web site which redirects inquiries to the Order Status System URL, instead. Refer to\u00a0<a href=\"http:\/\/www.stoneedge.com\/help\/mergedProjects\/om7\/The_Order_Status_System.htm#Appendix_A\">Appendix A<\/a>.<\/p>\n<h4>Creating Custom Status Labels (Optional)<\/h4>\n<p style=\"font-weight: 400;\">If the standard\u00a0SEOM\u00a0status labels do not fit your needs, use the\u00a0<strong>List Maintenance<\/strong>\u00a0feature to define your own status labels. Labels should not exceed 50 characters and they cannot contain single (&#8216;) or double quotes (&#8220;).<\/p>\n<p style=\"font-weight: 400;\">Open the\u00a0<em>List Maintenance<\/em>\u00a0screen from\u00a0<em>Main Menu&gt;Settings&gt;Data Functions&gt;List Maintenance,<\/em>\u00a0the\u00a0<em>List Maintenance<\/em>\u00a0button on the\u00a0<em>Status Events<\/em>\u00a0screen, or via the\u00a0<strong>Enter Status&#8217;<\/strong>\u00a0button on\u00a0<strong>Page 2<\/strong>\u00a0of the\u00a0<strong>Order Status Section<\/strong>\u00a0of the\u00a0<strong>Store Setup Wizard<\/strong>. If the status labels are added via the\u00a0<strong>Store Setup Wizard<\/strong>, it is not necessary to choose a list type from\u00a0<strong>Select List,<\/strong>\u00a0as seen in the figure below, they will already be loaded.<\/p>\n<h5>Adding Status Labels<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Choose the\u00a0<strong>Status<\/strong>\u00a0from\u00a0<strong>Select List<\/strong>.<\/li>\n<li>Enter the name of the new status label in\u00a0<strong>Status<\/strong>.<\/li>\n<li>Select\u00a0<strong>Save<\/strong>\u00a0or press the\u00a0<strong>Enter<\/strong>\u00a0key twice.<\/li>\n<li>The entry appears in the\u00a0<strong>List Entries<\/strong>\u00a0section of the screen. The entries are in alphabetical order.<\/li>\n<li>To add more entries to the same list, repeat steps 2-3 as often as necessary to create all of the new status labels.<\/li>\n<\/ol>\n<h5>Deleting Unwanted Status Labels<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Select the\u00a0<strong>Status<\/strong>\u00a0label to be removed from\u00a0<strong>List Entries<\/strong>, and it is populated in the\u00a0<strong>Status<\/strong>\u00a0field.<\/li>\n<li>Select\u00a0<strong>Remove<\/strong>.<\/li>\n<li>The entry disappears from\u00a0<strong>List Entries<\/strong>.<\/li>\n<\/ol>\n<h4>Assign a Status Label to a Status Event<\/h4>\n<p style=\"font-weight: 400;\">Use the\u00a0<em>Status Events<\/em>\u00a0screen to designate the status label to apply to an order or line item when a given status event occurs. Applying status labels is optional for any given event. If no label is applied to an event then the existing status is not changed.<\/p>\n<p style=\"font-weight: 400;\">The\u00a0<em>Status Event<\/em>\u00a0screen can be accessed via the\u00a0<em>Main Menu&gt;Settings&gt;System Functions<\/em>\u00a0or at\u00a0<strong>Page 2<\/strong>\u00a0of the\u00a0<strong>Order Status System<\/strong>\u00a0section of the\u00a0<strong>Store Setup Wizard.<\/strong><\/p>\n<p style=\"font-weight: 400;\">The\u00a0<strong>Event<\/strong>\u00a0column lists the various\u00a0SEOM\u00a0events that can change the status.<\/p>\n<p style=\"font-weight: 400;\">In the\u00a0<strong>Item Status<\/strong>\u00a0column, select the label to apply to affected line item or items when the event occurs. If an event is item-related, the label is applied to the single affected line item. If an event is order-related, the label is applied to all line items in the order.<\/p>\n<p style=\"font-weight: 400;\">In the\u00a0<strong>Order Status<\/strong>\u00a0column, select the label to apply to the order when that events occurs.<\/p>\n<p style=\"font-weight: 400;\">The\u00a0<strong>Notify Cart<\/strong>\u00a0column indicates whether the program should send the changes in order\/line item status to shopping carts. Verify your shopping cart system accepts status updates from an outside source before checking the box in the\u00a0<strong>Notify Cart<\/strong>\u00a0column, as it may adversely affect program performance if updates are not accepted. Depending on the shopping cart system, other system parameters may also need to be set. Refer to the Knowledge Base topic for the specific cart being used.<\/p>\n<p style=\"font-weight: 400;\"><strong>Notify Cart<\/strong>\u00a0has no effect on the sending of updates to the Order Status System, however. Status changes are always sent to the OSS as long as the\u00a0<strong>Send Status to Order Status System<\/strong>\u00a0box is checked on\u00a0<strong>Page 1<\/strong>\u00a0of the\u00a0<strong>Order Status System<\/strong>\u00a0section of the\u00a0<strong>Store Setup Wizard<\/strong>.<\/p>\n<p style=\"font-weight: 400;\">In the example shown in the figure above, the status event\u00a0<strong>Order Add Tracking Number<\/strong>\u00a0is assigned the status label of\u00a0<strong>Shipped<\/strong>. When an order has new tracking information added to it, the status of the order changes to\u00a0<strong>Shipped<\/strong>\u00a0when the\u00a0<strong>Status Event<\/strong>\u00a0is triggered by the\u00a0<strong>Process Tracking Numbers<\/strong>\u00a0function. For more information about that function, see the\u00a0<strong>Related Topics<\/strong>\u00a0at the end of this article. If\u00a0<strong>Notify Cart<\/strong>\u00a0is selected, the program also sends the status update to shopping carts.<\/p>\n<h5>Apply a Status Label to an Event<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Put the cursor in the\u00a0<strong>Item Status<\/strong>\u00a0or\u00a0<strong>Order Status<\/strong>\u00a0column in the row for a particular event.<\/li>\n<li>Select a status label from the drop-down list, which displays the list of status labels supplied with the program and those added via the\u00a0<em>List Maintenance<\/em>\u00a0screen. It is not possible to type in a new entry into the field here, any new labels must be added via the\u00a0<em>List Maintenance<\/em>\u00a0screen.<\/li>\n<li>Choose\u00a0the status label to assign to the order or item when the event occurs by selecting it from the list.<\/li>\n<li>Repeat steps 1-3 for any other events used.\u00a0<i><u>Changes made at this screen take effect immediately.<\/u><\/i><\/li>\n<\/ol>\n<h5>Remove a Status Label from an Event<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Select the label in the\u00a0<strong>Item<\/strong>\u00a0or\u00a0<strong>Order Status<\/strong>\u00a0columns in the row of the appropriate status event.<\/li>\n<li>Press\u00a0<strong>Delete<\/strong>\u00a0or\u00a0<strong>Backspace<\/strong>\u00a0to remove the label.<\/li>\n<li>The change is saved immediately. Repeat as often as needed.<\/li>\n<\/ol>\n<h4>\u00a0Viewing or Changing the Current Status<\/h4>\n<p style=\"font-weight: 400;\">To view the current status of an order or line item, go to the\u00a0<em>Process Orders<\/em>\u00a0screen and select the\u00a0<em>Order<\/em>\u00a0or\u00a0<em>Items<\/em>\u00a0tabs<em>.<\/em><\/p>\n<h5>Manually Set the Status of an Order<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Select one of the status labels from\u00a0<strong>Set Order Status to<\/strong>, or manually type a status label. Any status label added here only affects the current order, it is not added to the list of status events used elsewhere in the program.<\/li>\n<li>Select\u00a0<strong>Set<\/strong>\u00a0to apply the label to the order, which is then visible in\u00a0<strong>Current Order Status<\/strong>.<\/li>\n<\/ol>\n<h5>Manually Set the Status of a Single Line Item<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Select the item to be changed from the list. The selected item&#8217;s background is blue.<\/li>\n<li>Select a status label from\u00a0<strong>Set Item Status to<\/strong>, or manually type in a status label. Labels added here are unique to the current order and are not added to the status events list used elsewhere in the program.<\/li>\n<li>In\u00a0<strong>Set Item Status for<\/strong>, choose\u00a0<strong>Selected Item (below)<\/strong>.<\/li>\n<li>Select\u00a0<strong>Set<\/strong>\u00a0to apply the chosen label to the selected line item, which is then visible in the\u00a0<strong>Status<\/strong>\u00a0field of the item.<\/li>\n<\/ol>\n<h5>Manually Set the Status of All Line Items in an Order<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Select a status label from\u00a0<strong>Set Item Status to<\/strong>, or manually type in a status label. Labels added here are unique to the current order and are not added to the status events list used elsewhere in the program.<\/li>\n<li><strong>All Items (below)<\/strong>\u00a0is selected by default in\u00a0<strong>Set Item Status for<\/strong>.<\/li>\n<li>Select\u00a0<strong>Set<\/strong>\u00a0to apply the chosen label to all line items in the order, which is then visible in the\u00a0<strong>Status<\/strong>\u00a0field of each item.<\/li>\n<\/ol>\n<h5>Clearing a Status Label<\/h5>\n<ol style=\"font-weight: 400;\">\n<li>Leave\u00a0<strong>Set Order\/Item Status to<\/strong>\u00a0blank, or manually clear data entered there.\n<ol>\n<li>To clear the status of a single line item, select the item and choose\u00a0<strong>Selected Item (below)<\/strong>\u00a0from\u00a0<strong>Set Item Status for<\/strong>.<\/li>\n<li>To clear the status of all line items, select\u00a0<strong>(All Items below)<\/strong>\u00a0from\u00a0<strong>Set Item Status for<\/strong>.<\/li>\n<\/ol>\n<\/li>\n<li>Select\u00a0<strong>Set<\/strong>.<\/li>\n<\/ol>\n<h5>Refreshing the Order or Line Item Status at the Order Status System Portal<\/h5>\n<p style=\"font-weight: 400;\">Occasionally, changes may not get posted to the Order Status System for a variety of reasons.<\/p>\n<p style=\"font-weight: 400;\">If it becomes necessary to re-send the current status information to the Order Status portal, select\u00a0<strong>Send Status To Web<\/strong>.<\/p>\n<h2>Appendix A<\/h2>\n<h3>Add a link to the Order Status System portal in an e-mail template<\/h3>\n<ol>\n<li style=\"font-weight: 400;\">Open the\u00a0<strong>Email Template Editor<\/strong>, which is accessed at\u00a0<em>Main Menu&gt;Settings&gt;Report Functions<\/em>\u00a0and select the template to provide tracking information to your customers. The e-mail templates used for various purposes are identified in the\u00a0<strong>Email<\/strong>\u00a0section of the\u00a0<strong>Store Setup Wizard<\/strong>.<\/li>\n<li style=\"font-weight: 400;\">Insert the\u00a0<strong>&lt;&lt;Status Link&gt;&gt;<\/strong>\u00a0tag into the body of your e-mail template. The tag can be located using the\u00a0<strong>All<\/strong>\u00a0or\u00a0<strong>Orders<\/strong>\u00a0radio buttons.<\/li>\n<li style=\"font-weight: 400;\">Save the changes to the template.<\/li>\n<\/ol>\n<h3>Create a &#8220;Check Status&#8221; form on your Web site<\/h3>\n<p style=\"font-weight: 400;\">Retailers typically set up an HTML form on their store site where customers can retrieve orders status information. To get their order status information, customers enter their order number and e-mail address into an online form.<\/p>\n<ol>\n<li style=\"font-weight: 400;\">Contact Stone Edge support and they con provide you with an Example of An HTML Query to link to the OSS<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview The Order Status System was developed to provide those retailers whose shopping cart systems do not accept order status information from an outside source, such as\u00a0Stone Edge Order Manager, a way of communicating order status and tracking information to their customers. This system cannot function as a standalone application&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[19],"ht-kb-tag":[],"class_list":["post-244","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reference-topics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Order Status System - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/the-order-status-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Order Status System - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview The Order Status System was developed to provide those retailers whose shopping cart systems do not accept order status information from an outside source, such as\u00a0Stone Edge Order Manager, a way of communicating order status and tracking information to their customers. 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