Extended Sales-Orders Grid

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 Extended Sales-Orders Grid

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 Extended Sales-Orders Grid extension provides the ability to fully adjust the view of the standard Sales-Orders Grid. It displays all important orders attributes (and 28 extra ones) without the necessity to go to the ‘View details’ page and hide any column.

Requirements and Installation

Extended Sales-Orders Grid 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

Extended Sales-Orders Grid 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-ordersgridmeta
    
  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-ordersgridmeta
    

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_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 Grid

Magento 2 Order Management Configuration

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

Orders Base

Magento 2 Order Management Configuration

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

Extended Sales-Orders Grid

Log into the Magento Admin panel and go to Sales ⟶ Operations ⟶ Orders.

Magento 2 Order Management Sales-Orders Grid

The Columns tab has 28 extra columns to view on the grid. The columns are divided into separate groups:

  • Order

Magento 2 Order Management Sales-Orders Grid

We add these columns here:

  1. Coupon Code

  2. Weight

  3. Subtotal (Purchased)

  4. Modified

  5. Product Name

  6. SKU

  7. Product Thumbnail


  • Shipping

Magento 2 Order Management Sales-Orders Grid

We add these columns here:

  1. Shipments

  2. Tracking Numbers

  3. Shipping Fax

  4. Shipping Region

  5. Shipping Postcode

  6. Shipping City

  7. Shipping Telephone

  8. Shipping Country


  • Billing

Magento 2 Order Management Sales-Orders Grid

We add these columns here:

  1. Tax Code

  2. Tax Percent

  3. Tax Amount

  4. Tax Amount (Base)

  5. Tax Real Amount (Base)

  6. Invoices

  7. Billing Fax

  8. Billing Region

  9. Billing Postcode

  10. Billing City

  11. Billing Telephone

  12. Billing Country


  • Customer

Magento 2 Order Management Sales-Orders Grid

We add the Customer Id column here.

Mass Order Actions

Magento 2 out of the box provides several actions for the sales-orders grid. Magento 2 Order Management extension significantly 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.

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/ 



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.