Customize Tracktor Statuses

Overview

In the event that your Shopify store uses a local delivery service or if there are custom steps that you'd like to add to an orders' status, Tracktor has got you covered. 

You can create Custom Order Statuses from the Reports tab on the app dashboard and you can manually Update Order Statuses from the Tracktor dashboard or Shopify's Order Page. You can also bulk update order statuses so you do not have to manually update each order individually. 

Want to automatically update an order's status with your custom order status X amount of days after the order was placed? You can do this through our automation app called Mesa, which helps with automating manual processes on your Shopify store. Click here to learn more about Mesa and here to learn more about Tracktor's capabilities within Mesa.

Custom Order Statuses

From the Tracking Page section under the Custom Status section, you will be able to add as many customized order statuses as you need. These will appear after the Ordered step and before the Order Ready step.

Note: You will be limited to 3 custom order statuses if you are using the horizontal display layout. Choosing the vertical option will grant you access to unlimited custom order statuses.

Make sure to click on the Save Changes button at the top-right hand side of the dashboard.

Bulk Update Order Statuses from Tracktor

Now that you've created some custom order statuses, follow these steps to manually update the status of your orders.

1. Starting from the Tracktor app, navigate to the Reports tab.

2. Click the white box next to the order number (e.g. #1001). 

3. Click Update Status

4. Select the statuses to update. These statuses are the custom order statuses that you have created already in Tracktor:

4a. Checking the  Automatic Order Updates box will utilize whatever tracking number and carrier information that the order was fulfilled with for the rest of the shipping details. 

4b. If left unchecked, you will be able to manually update the shipping or delivery status of the order.

5. Optionally, select a time for these updates. 

Note: If you want the status to not have a time associated with it, fill out the time as 12:00 am.

6. After you click  Save Changes, the order will reflect the updates made on the Tracktor page on your Shopify store.

Update Order Statuses from Shopify Orders Page

 1. From the Shopify Admin dashboard, navigate to the Orders page. 

2. Click on an order you'd like to edit. Click on the  More actions ▼ button at the top, and then select Tracktor: Update Status.

3. The custom order statuses that were created will appear here. You can check each status by clicking on the and then readjust the dates for each step.

4a. Checking the Automatic Order Updates box will utilize whatever tracking number and carrier information that the order was fulfilled with for the rest of the shipping details. 

4b. If left unchecked, you will be able to manually update the shipping or delivery status of the order.

5. After you click Save Changes, the order will reflect the updates made on the Tracktor page on your Shopify store.

Bulk Update Order Statuses from Shopify Orders Page

1. From the Shopify Admin dashboard, navigate to the Orders page. 

2. Select the unchecked checkboxes next to the orders that need their statuses updated. 

3. Click on the More Actions ▼ button under the search bar and filter feature. Scroll down until you see Tracktor: Update Statuses, under Apps. 

4. Select the appropriate status that needs to be updated to selected orders. 

4a. Checking the  Automatic Order Updates box will utilize whatever tracking number and carrier information that the order was fulfilled with for the rest of the shipping details. 

4b. If left unchecked, you will be able to manually update the shipping or delivery status of the order.

5. Click on the Save Changes button and you're done!

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