<h2><span style="font-weight: 400">Key Features</span></h2>
<p><span style="font-weight: 400">Create & manage custom order statuses within the WooCommerce dashboard and automate your order processing. With the Flexi Custom Order Status plugin, you can-</span></p>
<ul class="wccom-tick-list-secondary">
<li style="font-weight: 400"><strong>Automatically notify customers via email or SMS every time an order’s status changes to a custom one.</strong><span style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em"><br />
</span>Example: Notify customers with “Your order is being packed!” or “Your order is out for delivery.”<br />
Set notifications for individual or multiple status changes together, keeping your customers updated and confident.</li>
<li style="font-weight: 400"><b>Create custom order statuses for built-in gateways like PayPal or 3rd-party and custom payment gateways for smooth order processing.</b><br />
Example: Add a custom status, “Payment Under Review,” for Cash on Delivery orders to track pending payments.<br />
Ensure every payment method is accounted for with a streamlined status system.</li>
<li><strong>Custom order status rules to automate order status changes</strong><br />
Automate order status changes based on time, payment method, shipping zones, or specific days and dates to keep your workflow hands-free.<br />
Example: Automatically move “Cash on Delivery” orders using Flat Rate shipping to “Pending Pickup” two days after purchase—excluding Sundays and public holidays.</li>
<li>You can also set order status rules based on specific products, categories, cart totals, quantities, user roles, or customer locations for advanced automation.Example: Automatically mark orders as “Processing” when VIP customers from the US buy 5+ units from the Electronics category.</li>
<li style="font-weight: 400"><b>Orders stuck in the same status for too long can disrupt workflows and delay deliveries.</b><br />
Example: Get an alert if an order remains in “Awaiting Payment” for more than 48 hours.<br />
Define time intervals in minutes, hours, days, weeks, or months to take timely action.</li>
<li style="font-weight: 400"><b>Let customers cancel orders with custom statuses directly from the “Orders” page in their account.</b><br />
Example: Enable cancellations for orders in the “Awaiting Confirmation” status for better user experience.<br />
Control this feature with a simple toggle setting to suit your store’s policies.</li>
<li style="font-weight: 400"><b>Accidental changes to orders after a custom status is applied can lead to errors in processing. Make orders non-editable once assigned a custom status to prevent unauthorized changes.</b><br />
Uncheck the “Make custom order status editable” box to lock the status.</li>
<li style="font-weight: 400"><b>Manual inventory adjustments can lead to errors and inefficiencies. Automatically adjust stock levels when orders are updated to a custom status.</b><br />
Example: Decrease stock when an order is marked as “Dispatched” or increase stock when set to “Cancelled.”<br />
Keep inventory accurate without additional effort.</li>
<li style="font-weight: 400"><b>Default statuses often lack the flexibility required for unique workflows. Customise statuses as required.</b><br />
Modify built-in WooCommerce order statuses to match your business processes.<br />
Example: Rename “On Hold” to “Pending Customer Approval” for clarity.</li>
<li style="font-weight: 400"><b>Use Bulk Actions to update multiple orders to a custom status in just a few clicks.</b><br />
Example: Change 50+ orders to “Packed for Shipping” at once with bulk actions.</li>
<li style="font-weight: 400"><b>Add unique icons for each custom status for better visibility and organization.</b></li>
<li style="font-weight: 400"><b>Manually managing orders can lead to operational bottlenecks.</b><br />
Quickly update orders to custom statuses directly from the Edit Order page or Bulk Actions dropdown.</li>
</ul>
<h3><strong>Create, edit, and manage notifications about custom order statuses.</strong></h3>
<p><span style="font-weight: 400">Flexi Custom Order Status lets you create tailored workflow management to automate your entire order processing — from receiving orders to shipping orders and everything in between. Create custom order status labels, track the orders in real-time, and get notified when the order is stuck in the same status for more than the ideal time set by you.</span></p>
<p><span style="font-weight: 400">Be on top of your entire operation and communicate important order statuses with your customers to provide an unparalleled customer experience.</span></p>
<p><img class="aligncenter size-full wp-image-18734004629298" src="https://woocommerce.com/wp-content/uploads/2024/12/createedit-and-manage-notifications.png" alt="" width="980" height="298" /></p>
<h3>Notify customers with Emails & SMS</h3>
<p>Send custom notification emails & SMS when the status of an order is changed to a custom status.</p>
<p><img class="aligncenter size-full wp-image-18734004615155" src="https://woocommerce.com/wp-content/uploads/2024/12/custom-order-status-email-notifications.png" alt="" width="980" height="424" /></p>
<h3>Custom order status rules to automate order status changes</h3>
<p>Set rules that automatically update order statuses based on specific conditions — no manual action needed.</p>
<p><strong>Supported rule types:</strong></p>
<ul>
<li><strong>Time-Based Rules</strong> – Delay status change by minutes, hours, or days</li>
<li><strong>Payment Method Conditions</strong> – Apply rules only for specific payment gateways</li>
<li><strong>Shipping Method Conditions</strong> – Limit rules to orders with certain shipping zones/methods</li>
<li><strong>Date-Based Rules (Skip Dates)</strong> – Exclude holidays or blackout dates</li>
<li><strong>Day-Based Rules (Skip Days)</strong> – Prevent rules from running on specific weekdays</li>
</ul>
<p>Example: Automatically change order status from <strong>“Packaging”</strong> to <strong>“Ready for Shipment”</strong> based on the condition— <strong>30 minutes</strong> after it’s marked as Packaging — but only for <strong>Direct Bank Transfer</strong> orders using Zone 1 – <strong>Flat Rate shipping</strong>, and exclude <strong>Sundays and public holidays.</strong></p>
<h3>Custom order statuses for default & other payment gateways</h3>
<p>From Paypal to Cash On Delivery, you can set a custom order status for almost any payment medium selected.</p>
<p><img class="aligncenter size-full wp-image-18734004615168" src="https://woocommerce.com/wp-content/uploads/2024/12/custom-order-status-for-payment-gateways.png" alt="" width="980" height="446" /></p>
<h3>Automatic alert notifications for admins</h3>
<p>Admins can get updates via email notifications if orders have stayed on a particular status for a longer period (pre-defined time set by you).</p>
<p><img class="aligncenter size-full wp-image-18734004619998" src="https://woocommerce.com/wp-content/uploads/2024/12/notify-emails-revised.png" alt="" width="980" height="453" /></p>
<h3>Customers can cancel orders with custom statuses</h3>
<p>As the admin, of course, you get to cancel an order. But now, you can also set whether your customers can cancel orders with custom statuses.</p>
<p><img class="aligncenter size-full wp-image-18734004615300" src="https://woocommerce.com/wp-content/uploads/2024/12/users-can-cancel.png" alt="" width="980" height="238" /></p>
<h3>Make orders with custom statuses non-editable</h3>
<p>Orders will no longer be editable once you’ve added or updated them with a custom order status. They will behave like the Processing & Completed order statuses.</p>
<p><img class="aligncenter size-full wp-image-18734004620003" src="https://woocommerce.com/wp-content/uploads/2024/12/make-custom-status-editable-revised.png" alt="" width="898" height="289" /></p>
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<h3>Update product stock levels when a custom status is applied to an order</h3>
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<div>Get the flexibility to change the stock levels when the order status changes to a particular custom status.</div>
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<div><img class="aligncenter size-full wp-image-18734004620006" src="https://woocommerce.com/wp-content/uploads/2024/12/stock-or-inventories-settings-revised.png" alt="" width="980" height="178" /></div>
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<p><strong>Custom Order Status Rules Change Automatically<br />
<img class="aligncenter size-full wp-image-18734005470373" src="https://woocommerce.com/wp-content/uploads/2024/12/custom-order-status-rules-change-automatically.png" alt="" width="980" height="543" /><br />
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<h2><span data-preserver-spaces="true"><strong>Flexi Custom Order Status for WooCommerce</strong> Free Vs Premium – Full Feature Comparison</span></h2>
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<p> </p>

Flexi Custom Order Status

<p>Effortlessly track and manage your store’s order processing with custom order statuses. Also, notify your customers about their order status for improved customer experience.</p>

<h2><b>Track Your Products by the Batch and Keep Tabs on Their Expiration Dates</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Product Batch & Expiration Tracking for WooCommerce allows store owners to track their products stock through batches and sets of same expiration dates. Take control of your inventory and set up and track sub-quantities of your products in batches and/or expiration dates. </span></p>
<p><span style="font-weight: 400">This breakthrough plugin allows store owners to keep track of their inventory, as parts of a whole, allowing them to oversee their products as a group of batches and a set of expiration dates. </span></p>
<h3><b>Who is this for?</b></h3>
<p>If you are running a <span style="font-weight: 400">WooCommerce</span> store that carries products with expiration date, e.g. food/edible, cosmetic, medicine, drink (tea, coffee etc.), or, from time to time you might need to recall your products. This plugin is for you!</p>
<p>Our batch tracking feature allows you to enter the batch number, batch date and vendor (if you are not the manufacturer) info, save them in your WooCommerce store. Later on, you can track your products’ batch info from the dedicated batch report dashboard. This is a great feature for food/edible manufacturer.</p>
<p>Our product expiry/expiration date tracking feature allows you to track your product’s expiration date, send you email notification of expiring products, as well as moving them into sales/clearance category automatically.</p>
<p><span style="font-weight: 400">To sum up, our target audience is WooCommerce store owners who are looking to upgrade their inventory management by incorporating expiration date tracking, or expiration date tracking. By being able to track expiring products, better planning around promotions and sales can be done. In addition to expiration date tracking, there is batch tracking for store owners who are interested in being able to reference orders by a batch number.</span></p>
<h2><b>Most Important Features</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Product Batch & Expiration Tracking has a wide variety of features which allow you to manage inventory and keep yourself notified of any inventory with upcoming expiration dates. Using it will save you tons of time and money, which would normally be spent on keeping track of all the varying expiration dates of products on your store. Here’s a list of features: </span></p>
<ol>
<li style="font-weight: 400"><b>Product Batch & Expiration Tracking </b><span style="font-weight: 400">– When enabled each product will have its own batch tracking and expiration date tracking table.</span></li>
<li style="font-weight: 400"><b>Managed stock in Batches</b><span style="font-weight: 400"> – Manage and track product quantities using a batch system, assigning each batch an ID, a batch date, and a supplier name.</span></li>
<li style="font-weight: 400"><b>Managed stock by Expiration Date</b><span style="font-weight: 400">– Manage and track product quantities, using expiration dates, assigning each sub-quantity of your product an expiration date.</span></li>
<li style="font-weight: 400"><b>Expiration Report </b><span style="font-weight: 400">– Dedicated page that lists all currently existing records with expiration dates that are close to expiration.</span></li>
<li style="font-weight: 400"><b>Batch Report </b><span style="font-weight: 400">– Dedicated page that lists all currently existing batches sorted by their batch date.</span></li>
<li style="font-weight: 400"><b>Track Orders by Batch – </b><span style="font-weight: 400">Orders of products with batches set up, remember which batch was used and the batch can be searched for. </span></li>
</ol>
<p><img class="alignnone size-medium wp-image-8046927" src="https://woocommerce.com/wp-content/uploads/2021/05/PBET-Expiry-Report.png?w=620" alt="" width="620" height="250" /> <img class="alignnone size-medium wp-image-8046925" src="https://woocommerce.com/wp-content/uploads/2021/05/PBET-Batch-Report.png?w=620" alt="" width="620" height="227" /></p>
<h2><b>Additional Features</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">In addition to the main features listed above, there are some additional features you can opt in to that can be configured in the settings. The settings page can be found by going to the products tab and clicking the “Batch & Expiration by Webis” sub-tab (Note that these settings require expiration tracking to be enabled). Here is the list of additional features: </span></p>
<ol>
<li style="font-weight: 400"><b>Display the Expiration Date </b><span style="font-weight: 400">– If this option is enabled, the expiration date will appear on the product page if a batch is expiring in a set number of days. </span></li>
<li style="font-weight: 400"><b>Receive Emails for Soon-to-expire Products </b><span style="font-weight: 400">– If this option is enabled, the plugin sends a notification email with a list of products that are expiring a set number of days from the current day.</span></li>
<li style="font-weight: 400"><b>Add to Clearance Category </b><span style="font-weight: 400">– If this option is enabled, when the expiration date of a product reaches a set number of days, the product is added to a set category.</span></li>
<li><strong>Shortcode to Show Batch Number and Expiry Date <span style="font-weight: 400">–You can use [wpbet_batch_expiry] shortcode to show batch number or expiry date wherever you want.</span></strong></li>
</ol>
<p><img class="alignnone wp-image-8147446" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Settings.png?w=620" alt="" width="492" height="479" /></p>
<h2><b>Why Did We Develop This Plugin?</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">As a store owner, we encountered the need to be able to track and record the expiration dates of our perishable goods like food products. We searched for existing solutions on the market but couldn’t find one that fulfilled the need in a straightforward and easy-to-use way. As a result, we developed this plugin to satisfy this need for expiration date tracking and we hope it can be of benefit to you as well. </span></p>
<h2><b>How Do I Set It Up?</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">Once the plugin is enabled, in the product data section of the product edit page, under the inventory tab, there will be a section called “Product Batch & Expiration Tracking”. In that section, you can enable “Expiration & Batch Tracking”. Once you’ve enabled it, the batch table will appear underneath if the product type is simple and under each variation if the product type is variable. Within this table you can create new batch entries that are saved when the product is saved. </span></p>
<p><span style="font-weight: 400">The steps: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">Enable the plugin </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Go to the product edit page, go into the Inventory tab, enable the “Enable Expiration & Batch Tracking” option </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">You can find the table in the Inventory tab if the product type is simple, and under each variation if the product type is variable.<br />
<img class="alignnone size-medium wp-image-8147450" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Simple-Product.png?w=620" alt="" width="620" height="401" /><img class="alignnone size-medium wp-image-8147449" src="https://woocommerce.com/wp-content/uploads/2021/06/PBET-Variable-Product.png?w=620" alt="" width="620" height="405" /><br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Fill in the table with the information about your batches. </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">You’re all set to start tracking your batches! </span></li>
</ol>
<h2><b>How Can I Use the Shortcode?</b></h2>
<p>Shortcode [wpbet_batch_expiry type=”” order_id=”” variation_id=””] can render batch number or expiry date of the product variation that was ordered. It requires three parameter, type, order_id and variation_id. Type can be either <strong>batch_num</strong> or <strong>expiry_date </strong>depends on what you would like to show.</p>
<h2><b>What Can Our Plugin Do? (Use Cases)</b><span style="font-weight: 400"> </span></h2>
<p><span style="font-weight: 400">The </span><span style="font-weight: 400">Product Batch & Expiration Tracking for WooCommerce plugin allows you to track your product expiration date and batch numbers. You can also segment the product inventory into separate batches.</span></p>
<h3>For Example (Expiration Date Use Case)</h3>
<p>Say you have 100 bags of candy in stock, you purchased these 100 units in two batches. some of them are going to expire in 30 days, the rest of them are expiring next year.</p>
<h4>Without our plugin:</h4>
<p>You will need to ask your warehouse stuff constantly for each SKU in order to plan your clearance sales.</p>
<h4>With our plugin:</h4>
<p>Not only that you just need to go to the Expiry Report Dashboard to check the expiring products, you will also get email notifications regarding the expiring products. And if you setup the auto on sale feature, the product will automatically move into the clearance category (you can choose which category it is). These features will save you a lot of money from product wasting.</p>
<h3>Another Example (Batch Number Use Case)</h3>
<p>Say you sell chocolate cakes for years, and you just got notified by your supplier that, the last batch’s cakes are on the recall list. You want to notify your customers about this.</p>
<h4>Without our plugin:</h4>
<p>You will need to guess which orders contain the recalled cakes</p>
<h4>With our plugin:</h4>
<p>You can search orders by typing the batch number from the WooCommerce’s orders page. This will save you a lot of time.</p>
<p>There are much use cases of batch & expiry date tracking, and we pick<span style="font-weight: 400"> a few more use cases that our plugin can cover: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">Track the expiration date of products, so that when the expiration date approaches a promotion can be held to clear out items before expiration.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Track expiration dates for multiple shipments to clear out inventory in a FIFO system based on closeness to expiring.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Recording inventory shipments as batches, in the case a recall becomes necessary and the orders involved with the inventory requiring a recall can be tracked. </span></li>
</ol>
<h2><b>A Comparison of the Different Possible Implementations of Expiration Date & Batch Tracking</b><span style="font-weight: 400"> </span></h2>
<p>As always, prior developing our plugins, we check to see whether the existing plugin can fulfill the features we want to fulfill. After testing the existing product batch tracking or product expiration plugins, we found that either some of the plugins are not working at all, or the setup configuration is overly complicated, or lack of features. That was why we developed this plugin for our own use case, as well as sharing with WooCommerce store owners and hope to help out stores like us.</p>
<p><span style="font-weight: 400">To sum up, there are a few approaches to solving the product expiration date problem: </span></p>
<ol>
<li style="font-weight: 400"><span style="font-weight: 400">A centralized dashboard where you can create records for all products. </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">The problem with this solution, is that it is overly complicated. When a store manager goes to update the stock of a product, they would normally go to the product edit page to make their changes. By adding another dashboard that they have to use to make records, the process becomes very inefficient and inconvenient. We prefer to remain the existing workflow for normal store owners, and not introduce million other places to setup the product.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Use expiration date tracking to only track expiration date. </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">Some plugins do handle expiration date tracking, but they usually only provide the default features like updating stock values, and simple features like displaying the expiration date. Our plugin offers much more in-depth features, for example, moving expiring products into sales/clearance category (you can select which category to go to), sending expiring notifications to store manager regarding the upcoming expiring products.<br />
</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Use expiration date tracking alongside batch tracking right on the product edit page, and have a dedicated dashboard for the report.</span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">This is our solution, and we believe that it is the most effective and complete solution.</span></li>
</ol>
<h3>It Works Well With</h3>
<ul>
<li><a href="https://woocommerce.com/products/variation-shared-inventory-for-woocommerce/">Variation Shared Inventory for Woocommerce</a><br />
Variation Shared Inventory for WooCommerce is an inventory management system that allows a group of variations to share a single quantity.</li>
</ul>
<h3><span style="font-family: proxima-nova, sans-serif">Requirements</span></h3>
<p>Minimum PHP version: 7.0</p>
<h3 class="p-rich_text_section">Get started</h3>
<ul class="p-rich_text_list p-rich_text_list__bullet" data-stringify-type="unordered-list" data-indent="0">
<li>Purchase this extension</li>
<li>Download, install, and activate the extension, in your WooCommerce store</li>
<li>Review our <a href="https://woocommerce.com/document/product-batch-and-expiration-tracking-for-woocommerce/">documentation</a> for any additional information</li>
</ul>

Product Batch & Expiration Tracking

<p>Track product batch & expiration date info, get email alerts on expiring products, auto add to clearance category for expiring products and search orders by batch number.</p>

Flexi Custom Order Status vs Product Batch & Expiration Tracking