Magento 2 Order Editor Manual¶
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:
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 product discount, 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 Open source (Community), Commerce (Enterprise) editions and Commerce cloud. The current version of the Magento installed on your website can be found in the lower right corner of any backend page.
Order Editor has 3 separate ways of installation:
The extension uses the free 3rd party libraries to enable certain features:
- Device Detector and Spyc to detect a device type of the customers and display this information in the order view.
Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Order Management. The configuration itself consists of 2 tabs.
Edit the Checkout Path setting if you are using some third-party checkout with the custom URL.
Invoices / Shipments / Credit Memos¶
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.
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
This will be described later in this document
Recalculate Shipping Amount Automatically applies new shipping amount automatically after the shipping address or ordered items are updated.
The order information is gathered into several groups.
General Order Modifications¶
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¶
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.
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¶
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¶
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¶
Editing Payment Information¶
The extension adds the possibility to edit the payment information for the order. Click the Edit link near the Payment Information to modify its details. Bear in mind that it is possible to change the status of the offline payment methods (such as cach on delivery or money transfer) only. This is done due to the limitations of the Magento core architecture.
When the Edit button is clicked, the store owner can see the offline payment methods that are enabled on the Magento website. The last one here is the one that our extension adds. The default method can be changed in STORES ⟶ Configuration ⟶ SALES ⟶ Payment Methods. It's default name is MageWorx Payment Method
Selecting this method on the order page lets the merchant change it directly on this workspace according to the desired logic:
Click the Submit button to save the progress:
Click the Edit link near the Items Ordered to modify its details. You can change price, quantity, tax and discounts.
Once the store owner performs the changes, the popup with the new payment information appers below the products grid.
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.
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.
When clicked, the pop-up appears with the possibility to add any simple option and specify its' quantity.
MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free submit a ticket from https://www.mageworx.com/support/
MageWorx offers outstanding services developing custom-tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe.