Order flows

Guide an order through the fulfilment process

An order flow is a set of states through which an order can progress, e.g. New, Picked, Goods dispatched, Payment captured and Completed - before it is fulfiled. As such, it is an important tool if you use DynamicWeb 10 as an order management system.

The Order Flows node is where you create and manage order flows - you can create multiple flows if necessary, e.g. for omnichannel setups where the fulfilment process is different for each point of origin.

To create a new order flow:

1. Click New Flow
2. Provide a Name and optionally a Description
3. If relevant, check Use as default flow
4. Save

Order states

Each order flow consists of a set of order states corresponding to a milestone in the order fulfillment process - here listed for the Default order flow. To create an order state:

1. Click View Order states
2. Click New state
3. Configure the state
4. Save

When you create an order state you define two things:

• Basic state settings like a name and a colour
• Notification email settings for notifying someone when an order enters a state

Here are the settings:

Section	Setting	Use
Settings	Name	Set the state name, e.g. New
	Description	Set a description (backend only)
	Color	Set a state color
	Default	Set this state as the default state for new orders
Notifications	Subject	Set the subject of the email triggered when the order enters this state
	Email template	Select an email template
	Sender name	Specify the sender name of the triggered email
	Sender email	Specify the sender email of the triggered email
	Send to billing email	Send the email to the billing address email
	Send to shipping email	Send the email to the shipping address email
	Send to order field email	Send the email to an address specified in a custom order field. If selected you must also select a custom order field which should contain an email address
	Order field for email	Select the custom order field containing the email
	Send to others	Manually add email addresses that should be notified. Typically used to contact people inside the organization when the specific state is activated
	Others email template	Select an email template to use for the 'Other' emails