User-Defined Fields – How to Create and Manage Custom Order Fields and Statuses

Route4Me’s dynamic 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. That being said, each eCommerce business is unique and has different order-routing requirements. For maximum productivity and efficiency, Route4Me allows you to create Custom Order Fields that can be added to your imported or generate orders as unique internal statuses. Adding Custom Order Statuses to your orders will help you add an extra layer of customization to your routing activities, and make sure that all your orders are conveniently and efficiently organized.

To create a new User-Defined Field (Custom Order Status), first, go to Custom Order Fields from the navigation menu and then click on the Create New Field button in the top left corner.

Go to Custom Order Fields from the navigation menu and then click on the Create New Field button.

 

To create a new Checkbox Custom Order Status, fill out the following fields in the Create New Field window:

  • Field (ID): Unique field identifier that is not displayed in the UI (cannot be changed once set);
  • Label: Description of the given Custom Order Status that can be seen when hovering over the Short Caption in the header of the Orders List, as well as in the User-Defined Fields tab when creating new or editing existing orders;
  • Short Caption: Short name of the Custom Order Field that is displayed in the header of the Orders List. NOTE: For more convenience, try to keep Short Captions of your Custom Order Fields as short as possible;
  • Type: Select the Checkbox Custom Order Field type.

Create a new checkbox custom order field by filling out the Short Caption, Lable, and Name ID.

 

To create a new Dropdown List Custom Order Status, fill out the following fields in the Create New Field window:

  • Field (ID): Unique field identifier that is not displayed in the UI (cannot be changed once set);
  • Label: Description of the given Custom Order Status that can be seen when hovering over the Short Caption in the header of the Orders List, as well as in the User-Defined Fields tab when creating new or editing existing orders;
  • Short Caption: Short name of the Custom Order Field that is displayed in the header of the Orders List. NOTE: For more convenience, try to keep Short Captions of your Custom Order Fields as short as possible;
  • Type: Select the Dropdown Custom Order Field type;
  • 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, first, input it into the corresponding field and then press Enter.

Create a new dropdown custom order field - add Short Caption, Lable, Name ID, and Dropdown Values.

 

Once you have created one or multiple statuses/fields, you can use the Custom Order Fields Editor to view, delete, and edit all of your existing Custom Order Fields and Statuses.

You can manage your Dropdown and Checkbox Custom Order Fields using the corresponding buttons.

 

To use your Custom Order Fields with your orders, go to Orders from the navigation menu and then use the calendar to display all orders scheduled for the preferred date.

Go to Orders from the navigation menu and then use the calendar to display your scheduled orders.

 

Next, make sure that your Custom Order Statuses are enabled and displayed in your Orders List. To adjust what Custom Order Statuses are shown in your Orders List, first, right-click on the header and then select the preferred items from the menu.

Click on the header in the Orders List to display the preferred order statuses and custom fields.

 

Checkbox Custom Order Fields / Statuses

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 Short Caption of the given status will be displayed in the header of your Orders List.

Checkbox Custom Order Fields can be selected in the Orders List by checking the corresponding boxes.

 

Dropdown Custom Order Fields / Statuses

The Dropdown Custom Order Status allows you to select one status from the list of multiple statuses 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, first, click on the dropdown menu icon next to the given order and then select the preferred option from the list. NOTE: When creating a new Dropdown Custom Order Status, the Short Caption of the given status will be displayed in the header of your Orders List.

Dropdown Custom Order Fields allow you to select one item from the array of multiple order values.

 

You can also use Custom Order Fields when creating new orders or editing the existing orders. When creating a new or editing an existing order, go to the User-Defined Fields tab where you can see and use all available Custom Order Statuses.

When editing an order, select the available Custom Order Fields in the User-Defined Fields tab.

 

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