Changing shipping stage

As a creator, you can change the order shipping stage. Click the tool button in the top right corner, choose the project you want to manage from the list on the left, and click "Orders". You'll see a list of all orders made in this project. To find the order you want to edit, you can search the order list using filters. In "Stages" filter you have a list of all available order stages (here you will find list of all statuses and stages with their descriptions). Check the box of the stage of orders you want to change and click "Apply filter". You'll see a list of all orders with statuses you ticked. To mark all these orders, tick the box next to the "Order ID" at the top of the table. To make a group change of statuses of the chosen orders, click "Set shipping stage" at the top of the page:

You'll see the following window:

Click the list under "New stage" to choose the new stage for the orders. You can add a public note for your backers (for example, "your order has been shipped") and a private note for your eyes only. Click "Update" to save the changes.

NOTE: This method allows you to change the chosen order(s) to one new stage. It means you cannot make multiple stage changes at once. To edit multiple stages at once, you have to export all orders as an Excel file, make the changes in the file, and then import the orders with updated stages. To implement the changes to stages, select the orders you want to edit or all orders and click "Export". You can easily introduce all changes in an Excel file. After implementing all the changes, save the file and click "Upload status changes". All orders with updated stages should appear on the list.

Upload stage changes

For bulk updating stages, you need to export the selected orders that you want to update and, depending on the type of export, copy and paste the following information into the upload file:

First, you need the order ID (CTRL+F OrderPublicID in the file) or order code (CTRL+F OrderCode in the file). Find it, copy, and paste it into the first row. If you want to find the current stage of an order, search "OrderState". Then, enter the updated status:

"Note" and "Private note" columns are optional. You can keep them or add notes. "Note" is a comment for the customer. It will be displayed in the order status history and email notifications. "Private note" is a note you can make for yourself. Your customer will never see it.

Once the file is ready, go to "Orders" and click "Upload stage changes". You'll see the following window:

You can choose to send notifications to users about the stage update. Choose the file and click "Upload". The stages should be updated.