Order Custom Fields – Add Custom Fields and Values To Customer Orders
Route4Me’s reliable routing software can be easily integrated with various e-commerce platforms, such as Shopify, WooCommerce, Magento, Volusion, BigCommerce, Squarespace, osCommerce, and other online shopping solutions in 2024. That being said, each eCommerce business is unique and has different order-routing requirements. For maximum productivity and efficiency, Route4Me enables you to create Custom Order Fields that can be added to your imported or generated orders as unique internal statuses. Adding Custom Order Statuses to your orders brings an extra layer of customization to the routing operations of your enterprise business, and make sure that all your customer orders are conveniently and efficiently organized.
Table of Contents
Create Order Custom Fields – New User Defined Checkbox And Dropdown Fields
To create a new user-defined field for orders, go to “Settings” and then “Order Custom Fields” from the Navigation Menu. After that, click the “Create New Field” button in the top left corner.
To create a new Checkbox Custom Order Status, fill out the following fields in the “Create New Field” window:
- Custom Field Name: Unique field identifier that is not displayed in the UI (cannot be changed once set).
- Custom Field Type: Select the “Checkbox” Custom Order Field type.
- Custom Column Name: Short name of the Custom Order Field that is displayed in the header of the Orders List. NOTE: For your convenience, try to keep the Column Name of your Custom Order Fields as short as possible.
- Custom Column Description: Description of the given Custom Order Status that can be seen when hovering over the Field Name in the header of the Orders List, as well as on the Order Custom Fields screen when creating new or editing existing custom fields.
To create a new Dropdown List Custom Order Status, fill out the following fields in the “Create New Field” window:
- Custom Field Name: Unique field identifier that is not displayed in the UI (cannot be changed once set).
- Custom Field Type: Select the “Dropdown” Custom Order Field type.
- Custom Column Name: Short name of the Custom Order Field that is displayed in the header of the Orders List. NOTE: For your convenience, try to keep the Column Name of your Custom Order Fields as short as possible.
- Custom Column Description: Description of the given Custom Order Status that can be seen when hovering over the Field Name in the header of the Orders List, as well as on the Order Custom Fields screen when creating new or editing existing custom fields.
- Enter Your Values Here: Add the items that you want to be available for selection when using this Dropdown Custom Order Field. To add a value, input it into the corresponding field and press Enter.
Once you have created one or multiple new status fields, you can use the Custom Order Fields Editor to view, delete, and edit all of your existing Custom Order Fields and statuses. To do so, click the Three-dot Icon and select the preferred option.
Add Custom Fields To New And Existing Orders
Furthermore, to use Custom Order Fields when creating new orders or editing the existing orders, go to “Orders” and then “Orders” from the Navigation Menu. Then, click the “Create Order” button to create a new order or click the Three-dot Icon and select “Edit Order” to modify an existing order.
When creating a new or editing an existing order, go to the “Custom Fields” tab. There, you can see and use all available Custom Order Statuses. Toggle checkbox fields and select a preferred option from dropdown fields.
Custom Field Columns – Use Order Custom Statuses In The Orders List
To use your Custom Order Fields with your orders, go to “Orders” and then “Orders (v1)” from the Navigation Menu. Then, use the calendar to display all orders scheduled for the preferred time. Next, make sure that your Custom Order Statuses are enabled and displayed in your Orders List. To adjust what Custom Order Statuses are shown on your Orders List, right-click the header and select the preferred items from the menu.
Checkbox Custom Order Fields
The “Checkbox“ Custom Order Status allows you to select or deselect the respective status for your orders by checking and unchecking the corresponding box. NOTE: When creating a new Checkbox Custom Order Status, the “Custom Column Name” of the given status will be displayed in the header of your Orders List.
Dropdown Custom Order Fields
The “Dropdown” Custom Order Status allows you to select one status from a list of multiple for any order in your Orders List. To select a particular status from a Dropdown Custom Order Field for a specific order in your Orders List, click the Dropdown Arrow Icon next to an order and select the preferred option from the list. NOTE: When creating a new Dropdown Custom Order Status, the “Custom Column Name” of the status will be displayed in the header row of your Orders List.
