Magento 2 Order Editor Manual

Order Editor

Introduction

Order processing is one of the key aspects in e-Сommerce business. Such activities as order creation/editing/archiving, as well as order shipping and processing refunds (if necessary) should always be organized smoothly and logically.

When it comes to the above mentioned aspects, Magento 2 is quite a good solution, because it supports the full order processing workflow, just with several limitations.

Order Workflow in Magento 2

Basically, the order process consists of the following steps:

Magento 2 Order Editor

Once an order has been placed (but not paid and shipped) - its status is automatically set to Pending. Then, you create an invoice from the Admin Panel, and the status is changed to Processing. And finally, when you confirm shipment to finalize the order, it gets the status Complete.

With the default functionality, to modify an order, you have to cancel it, which is quite inconvenient. Say, if you make any changes to customer’s address, you will have to choose a shipping method again. If a customer used a credit card payment method, you will have to re-enter all the data. By default, you can’t edit orders that have been invoiced. Magento doesn’t allow you to delete orders by default. You can only set the order status to 'Cancelled'.

Magento 2 Order Editor extension not only expands the above-mentioned functionality as it allows:

  • Modifying orders without canceling them. This includes the possibility to edit order & product details, set a custom price, modify discount coupons, preview the order’s Grand Total.

  • Invoicing and/or shipping orders, printing invoices and credit memos, sending invoices and shipments in bulk

Requirements and Installation

Order Editor supports both Community and Enterprise edition of Magento starting from version 2.1. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Order Editor extension has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-ordereditormeta
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-ordereditormeta
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_OrderEditor MageWorx_OrdersBase
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Extension Configuration

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Order Management. The configuration itself consists of 2 tabs.

Orders Base

Magento 2 Order Management Configuration

Edit the Checkout Path setting if you are using some third-party checkout with the custom URL.

Order Editor

Magento 2 Order Management Configuration

Invoices / Shipments / Credit Memos

Magento 2 Order Management Configuration

Update Invoices/Credit Memos - specify how invoices and credit memos are updated after modifying an order. Can be either Create new invoice (if possible) or Delete invoices and credit memos, create new invoice instead. The former option can be useful if orders modification history is needed, while the latter simply erases the old data.

For instance, if the store owner selects Create new invoice (if possible) and wishes to add some products to the order, the new invoice will include only this product, if the product needs to be removed, then it will be added to the current order as the credit memo.

If the store owner selects Delete invoices and credit memos, create new invoice instead, then all the old stuff will be removed and the new order will be created.

Update Shipments has several options: Do not touch doesn't modify the shipping costs, Add new shipment is used if shipment modification history is needed, Delete shipment(s) and create new erases the old data.

Order Items

Magento 2 Order Management Configuration

Return Item To Stock specifies the default value of the back in stock option on the products grid when the product needs to be removed

Magento 2 Order Management Configuration

This will be described later in this document

Shipping

Magento 2 Order Management Configuration

Recalculate Shipping Amount Automatically applies new shipping amount automatically after the shipping address or ordered items are updated.

Order Modification

Magento 2 Order Management Order Modification

The order information is gathered into several groups.

General Order Modifications

Magento 2 Order Management Order Modification

Click the Edit link near the order number to modify the date of the order. The store administrator can edit the order status here as well.

Account Information Modifications

Magento 2 Order Management Order Modification

Here the store administrator can observe The extra fields: Device shows the client's device and the Area provides the information whether the order was created from frontend or backend.

Magento 2 Order Management Order Modification

Click the Edit link near the Account Information to edit the personal information. Click the Select a Customer link to change the customer.

Editing Billing Address

Magento 2 Order Management Order Modification Billing

Click the Edit link near the Billing Address to modify its details. Bear in mind that changing address information will not recalculate tax. Once you are ready, click the Submit button.

Editing Shipping Address

Magento 2 Order Management Order Modification Shipping

Click the Edit link near the Shipping Address to modify its details. Bear in mind that changing address information will not recalculate tax and shipping methods. Once you are ready, click the Submit button.

Editing Shipping & Handling Information

Magento 2 Order Management Order Modification Shipping

Editing Items

Magento 2 Order Management Order Modification Items

Click the Edit link near the Items Ordered to modify its details. You can change price, quantity, tax and discounts.

Magento 2 Order Management Order Modification Items

Once the store owner performs the changes, the popup with the new payment information appers below the products grid.

Magento 2 Order Management Order Modification Items

Any product can be deleted with the possibility to increase the quantity of this product in the inventory or not.

If more products need to be added, the store owner can click the Add Products button.

Magento 2 Order Management Order Modification Items

In the grid, you can add any product and specify the ordered quantity. When you are ready, click the Add Selected Product(s) to Order button.

For the configurable products, the Configure button appears near the product name.

Magento 2 Order Management Order Modification Items

When clicked, the pop-up appears with the possibility to add any simple option and specify its' quantity.

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free submit a ticket from http://www.mageworx.com/support/ 



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