coreFORCE Advanced - Orders: Establishing Fulfilled Membership Status for Automatic Fulfilment Process

In this guide, we will cover how to create a new order status for automated order processing of memberships. This status will flag any orders containing membership items only as Fulfilled and Complete. This is step one in configuring your auto order process, you can view the next steps on the following guide.

Click on Orders

First, navigate to the Orders menu on your coreFORCE Admin Page.

Click on Settings

Locate the Settings submenu under the Orders menu.

Click on Order Status

Next, locate the Order Status submenu under the Settings submenu.

Order Status Dashboard

On the Order Status Dashboard, you will see all your previously established status codes.

Click on ADD

To create a new order status, click the Add button in the top-right corner.

Order Status Code

Enter a unique Status Code, such as Membership Fulfilled, for your new status.

Description

It’s recommended to use the same text for your Status Code and Description to avoid any confusion in the future.

Customer Email

If you want the customer to receive an email when the membership order is placed and automatically fulfilled, select the appropriate email template for your client.

Mark Completed

Locate the Mark Completed setting. Enabling this option will allow the order to be marked as complete when switched to this status, either manually or through automatic processing.

Click on SAVE

Click Save to finalize the new order status for memberships.

Well done!

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