In this article, we will provide you a general look at Magento 2 Order Management. It includes information about stages of the order workflow, how to process orders, how to create invoices, and shipments. In addition, you will learn how to issue credit memos and how to manage returns as well.
In the section about Orders, we discuss about Order workspace, Order workflow, Order Status, and Scheduled Orders. The Order workspace lists all current orders together with a lot of tools to edit and process existing orders. You can also create new orders for the customer from this field.
An invoice is a perpetual record of an order and is created after a temporary sales order is placed. Later blog about invoices will show you the steps to create an invoice and print multiple invoices.
The record of every invoice that is set to be waiting for being shipped is displayed in the Shipments grid. Every time an order is invoiced, a shipment record then can be produced instantly.
A credit memo is an official paper that shows the amount that is owed to the customer. This amount can be either applied toward a purchase or refunded to the customer. From this section of the guide, you can also learn about Product Return Workflow, how to issue a Credit Memo, and how to print them.
The Transactions field records all payment activity that has been taken place between your store and a payment system and then display them in a grid. This grid also provides access to more detailed information of each transaction.
That is just a very general information that helps you to have a quick look at Magento 2 Order management. To get more details, don’t hesitate to register for our later Magento 2 guiding blogs.