Order Management

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 Management

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 Management extension not only has the above-mentioned functionality, but also significantly expands it:

  • Fully adjust the view of the standard Sales-Orders Grid. Display all important orders attributes without the necessity to go to the ‘View details’ page and hide any column.

  • Modify orders without canceling them: edit order & product details, set a custom price, modify discount coupons, preview the order’s Grand Total.

  • Invoice and/or ship orders, print invoices and credit memos, send invoices and shipments in bulk

Requirements and Installation

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

Magento 2 Version

Order Management 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-ordereditor
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    
  6. To update the extension via composer:

    If your current extension's version is less than 2.2.2, perform the command

    composer remove mageworx/module-ordermanagementmeta
    composer require mageworx/module-ordereditor
    

    If your current extension's version is higher than or equivalent to 2.2.2, perform:

    composer update mageworx/module-ordereditor
    

    Current version of the website extensions can be shown by performing the command

    composer show
    

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_OrdersGrid 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.

Sales-Orders Grid

Magento 2 Order Management Configuration

Main Settings

Sync Orders Additional data – synchronization may be needed when you installed the extension for the first time or reenabled it. It can be also useful if you observe some incorrect information.

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

Extended Sales-Orders Grid

Magento 2 Order Management Sales-Orders Grid

Go to Sales ⟶ Operations ⟶ Orders. The Columns tab has 28 extra cloumns to view on the grid. The columns are divided into separate groups:

  • Order

  • Billing

  • Shipping

  • Customer.

Columns include such important values as used coupon codes, included/excluded taxes, processed refunds, detailed shipping and billing details, customers’ personal data, product thumbnail (with an image) and many others.

Mass Order Actions

Magento 2 out of the box provides several actions for the sales-orders grid. Magento 2 Order Management extension significanly extends the number of these actions.

Magento 2 Order Management Mass Order Actions

On the left, the default order actions are shown, on the right - the ones provided by Order Management extension.

  • The Complete action provides the ability to directly complete any order without any intermediate step.

  • The Delete Completely action physically removes orders from the database.

Other actions are divided into 2 groups: the store owner can either notify or not the client of the changes in the order. These actions are as follows:

  • Capture to capture the payment;

  • Invoice to create an invoice for an order;

  • Invoice + Print to create an invoice and print packing slip with shipping label

  • Ship to initiate the shipping

The Notify Customer group has some email-oriented actions:

  • Re-send Order Email

  • Re-send Invoice Email

  • Re-send Shipment Email

They allow to resend the order, invoice and shipment emails accordingly.

Order Modification

Magento 2 Order Management Order Modification

The order information is gathered into several groups.

Editing Billing Adress

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 Adress

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 butoon.

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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