Creating User-Defined Fields for Orders
Route4Me is compatible with such e-commerce platforms as Shopify, Magento, WooCommerce, BigCommerce, osCommerce, Squarespace, Volusion, and other resources that are widely used by many businesses for supporting their e-commerce sites. To make your routing operations and logistics transactions as easy and fast as possible, Route4Me enables you to effortlessly import all your orders from various e-commerce platforms and use them for planning efficient and optimized routes. In addition to planning entirely new routes with imported orders (learn more) and inserting your orders into the best routes (learn more), you can also create custom order statuses to accommodate the particular needs of your business or unique business model.
To create custom statuses for your orders, first, go to “Orders” from the navigation menu.
In the Orders List, go to “Edit” and then select “Manage custom fields” from the menu.
Next, on the User-Defined Fields page, click on the “Create New Field” button in the top left corner of the screen.
In the “Field Editor” window, fill out the following fields:
- – Field Name: Unique field identifier that cannot be changed once set (not displayed in UI);
- – Field Label: The text that represents the corresponding field in various UI elements and reports (i.e., when creating new or editing the existing orders, etc.);
- – Column Short Caption: This field is displayed in the header of the Orders List. Since full field labels are too big to be fully displayed in the header of the Orders List, use abbreviations of field labels (or any other preferred identifiers) to fit them into the header.
After filling out the corresponding fields, click on the “Save” button to finish.
Once the user-defined field is created, it is displayed in the list accordingly. To edit or delete the user-defined field, use the corresponding buttons in the “Actions” column.
To accomodate the particular needs of your business and unique business model, you can create multiple user-defined fields.
Once you create one or multiple user-defined fields, they become available in the header of the Orders List. Each user-defined field is displayed in the header as its corresponding column short caption. You can use column short captions for sorting the list of the displayed orders accordingly. To do so, click on the double-headed arrow within the column by which you want to sort the orders.
To view the full field label (name) of a particular column short caption, hover your cursor over the corresponding column title.
To hide or display particular columns in the header, first, right-click on the header and then select or deselect the corresponding field labels in the list.
When editing the existing orders or creating new orders, go to the “User-Defined Fields” tab where you can find all available custom statuses. To select or deselect particular user-defined fields, check or uncheck the corresponding boxes.
Once you select or deselect one or multiple user-defined fields for a particular order when editing or creating it, the corresponding user-defined fields will be displayed accordingly in the Orders List.
Alternatively, you can use the header in the Orders List to select or deselect the available user-defined fields for any displayed order.