Everything about Magento 2 Order Workflow

To be continued with our previous articles about Magento 2 Orders, this paper is a detailed description of Order Workflow in a Magento 2 store. You will be able to master every piece of information about how an order is processed after being placed by the shopper. Through that, you can easily manage and control the orders of your online store and make it more efficient.

The Order Workflow in Magento 2 stores generally includes 5 main stages, namely Place Order, Order Pending, Receive Payment, Invoice Order, and Ship Order. Each stage is described below:

Place Order

The Magento 2 Workflow is said to begin when a customer places an order on the store’s website. In other words, when the buyer clicks the Go to Checkout button on the shopping cart page, the checkout process begins and a sales order is created as a temporary record of the transaction. The same principles are applied if the customer choose to reorder directly from his/her account.

Order Pending

A sales order will be initially set to “Pending” status after that order is placed. This means that the order can be edited or canceled at any time before the payment is processed.

Receive Payment

Right after the payment is received or authorized, the status of the sales order will be changed to “Processing”. It is the the payment method that determines whether or not the store owner might receive notification when the transaction is initiated/processed.

Invoice Order

When the payment is successfully received, the order is then invoiced. Depending on payment method, different invoicing options are available for the order. An invoice might be automatically generated and submitted after the payment is authorized and captured. After these tasks are done, a copy is sent to the customer to notify him/her about the order status.

Ship Order

The last step of delivering an order is the ship order. After all four previous tasks are done, the shipment is submitted. The package is shipped with printed packing slip and shipping label and notification is sent to customers. The shipment can be tracked from the customer’s account in case tracking numbers are allowed.

That is all about Order Workflow in a Magento 2 store. Don’t forget to follow us for more useful information.

Product Design and Schedule Design Update Settings in Magento 2

When running an eCommerce store, it’s crucial that the product displayed on the website is attractive enough to draw the attention of shoppers. For that reason, we have dedicated to this article a detailed instruction guide to help you manage the appearance of your Magento 2 store efficiently. The default of Magento 2 provides you two sections in the product settings to control the way that product is displayed. They are Design and Schedule Design Update Settings. We will go through these two parts one by one.

Design

product-design

From the Design settings, you can set a different theme to be applied to the product page, change the column layout, select the place to show product options, and enter a custom XML code. These settings are applied to the store view scope.

  • Layout: All available themes are ready to be chosen as a new theme to the product page.
  • You can choose to Display Product Options In either Product Info Column or Block after Info Column.
  • Layout Update XML: Enter XML code to customize the new theme.

Schedule Design Update

The Schedule Design Update settings enable you to make any short-term changes to the appearance of the product page. You can plan design changes to be scheduled for seasonal promotion, for a discount period, or just to mix things up. The tasks can be done in advance, and into effect when ready, or be “dripped” on schedule.

product-design-update-scheduled

  • Schedule update from… to…: Enter the time range to plan the design updates.
  • New Theme: Select a new theme to apply if necessary.
  • New Layout: Select a new layout for the product page.

That is all about Product Design and Schedule Design Update Settings in a Magento 2 store. If you have any confuse or comment, feel free to contact our customer support team at BSSCommerce.com.

An Overview of Order Grid Layout in Magento 2

In this article, BSSCommerce will guide you to change some common settings of the order grid layout in Magento 2 stores such as the selection of columns, how to a column, or to change the view.

When you browse to the orders workspace, you can see all current orders of your Magento 2 store listed in a grid. Each row in the grid acts for a specific order, and each data field in one column represents an attribute of that order. Normally, the Magento default allows only nine over twenty columns to be displayed in the grid. As a powerful open source eCommerce platform, Magento allows users to change the selection of columns and their order in the grid to store owners’ preference. The new layout is then saved as a grid “view.”

To change the columns selection:

  1. Open the Order workspace. Click the Column control button in the upper-right corner to see all the columns that are available to you (you may need to scroll down to see the whole items).
  2. Mark all the checkbox of the columns that you want to display them on the Order grid.
  3. Make sure that the remainders are unmarked so as to avoid any confused arrangement.

order grid layout

To rearrange a column:

  1. Tap and hold the very beginning of the column you want to move.
  2. Move the column to the new position and drag it there.
  3. Do the same to other column if needed.

To save a grid view after finishing the changes

  1. In the upper-right corner, tap the View control button (an eye symbol) then click Save current view.
  2. Type a name for the current view and click the arrow icon to save all the settings. The name you just enter now appears as the current view.

To change the view

  1. Click the View control button and do one of two actions below:
  • To use a different view, select the name of the available view that you want to change to.
  • To change the name of the current view, tap the Edit () icon. Then, update the name as needed.

Now you have all the instructions to change the Order Grid Layout in your Magento 2 store. Don’t hesitate to add a comment to help us improve Magento even more.

How to Add Customizable Options to A Product in Magento 2

Customizable options in Magento 2 are the selections that are added to a product other than its basic properties. For example, you can add a set of options like Household, Adult, Senior, Student as a membership type of your yoga class. Because these customizable options are based on a single SKU, it is a good solution only if your stock management is simple.

To create customizable options:

  1. Open the product that you want to add customizable options to in its edit mode.
  2. Move downward to the Customizable Options section and expand it. Then tap the Add Option button.

product-customizable-options3. Under the New Option bar, fill in the following fields:

  • Option Title: Enter a name for the option
  • Option Type: Set a type for data entry. There are four types available: Text, File, Select, and Date.
  • Required checkbox: If the option is needed to purchase the product, mark the checkbox. Otherwise, clear it.

Customizable options

  1. Next, tap Add Value button to create the values for the options.
  • Title: Enter the title of each variation of the option. As in the previous example, they are set to Household, Adult, Senior, and Student.
  • Price: Enter the additional fee from the base product price that applies to this option.
  • Price type: The price of the variation differs from the price of the base product by a fixed monetary amount, such as $1, or by a percentage such as 5%.
  • SKU: Enter a suffix for each variation to the original SKU.
  1. You can change the order of each option by holding the Change Order icon of an option and move it to wherever you want.

Customizable options6. Repeat the actions to add other options.

7. When finished, tap Save to confirm the settings.

In case you want to set the same options for multiple products, you can use the Import Options function in the Customizable Options section:

  1. Do the same as the first two steps above. Instead of tapping the Add Option button, choose the Import Options next to it.
  2. A grid including all the customizable options is then displayed on your screen. Mark the checkbox of the product with the options that you want to import to the current product.
  3. After that, click Import.
  4. You can continue to add other custom options or tap Save and close the settings.

Those are the steps to add customizable options to a product in Magento 2. Now, go to the backend of your store and practice more to master the function.