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Everything About Order workspace in Magento 2

Reviewing the orders figures is always an effective way whenever you want to manage the performance of your online store. From the Order workspace in Magento 2, you can track out every single existing order for managerial purposes, and/or create new orders yourself. The Order workspace can be divided into two main parts: Workspace Controls (or standard controls) and Orders grid.

Order workspace in Magento 2 Controls

This section includes Create New Order, Filter, Search, Default View, Columns, and Export functions. They are displayed on the upper right-hand side of the workspace. From these standard controls, you can easily sort and filter the list, find a specific order, and apply actions to selected orders.

Create New Order: Use this button to create a new order right from the backend.
Filter: This function specifies a set of search criteria that determines the orders appeared in the grid. It is useful to sort out many orders that have the same attribute.
Search: Enter the key work in this box to find a specific order.
Default View: Click the drop-down icon and change the default layout of the grid to your preference.
Columns: Specify the order’s attributes and their properties in the grid. You can either change or rearrange these columns.
Export: Use this function to export the data.

Orders grid

The second section on the Order workspace in Magento 2 shows a grid that includes all the current orders and their detailed information like order’s ID, purchase date, customer’s name, etc. Each row in the grid displays an order, and each column represents an attribute or data field. Below is the fundamental information that briefly describes the orders that have been placed:

- Select box: Allow admins to choose the orders
- ID: An unique code of an order
- Purchase Point: Specify the place/store the order is made
- Purchase Date: Specify the date of purchase
- Bill-to Name: Name the person who pays for the order
- Ship-to Name: Name the person who receives the product on the order

Grand Total (Base): The grand total of the order.

Grand Total (Purchased): The total costs of products purchased in the order.

Status: Determine the order’s status
Action: You can change the properties of the order from this column

We hope you enjoy all the information above about the Order Workspace in Magento 2. Don’t forget to follow us to receive more useful articles about Magento platform.

An Overview of Magento 2 Order Management

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.

Orders

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.

Invoices

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.

Shipments

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.

Credit Memos

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.

Transactions

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.

How to Use Order Search in Magento 2

When running an eCommerce store, there are absolutely some times that you need to find a specific order, or a set of orders in order to initiate some actions. For example, you may want to change an order status from “Processing” status to ”Closed” after that order is successfully delivered to the buyer. In this article, BSSCommerce team gives you instructions to find an order/orders using the Order Search function in the backend your Magento 2 store.

After opening the order grid of your Magento 2 stores, you’ll see the Search box in the upper-left corner of the grid. This section is useful to find a specific order by using the keyword. Another way to find an order, or many orders with the same properties (status, for instance) is to use the Filter button.

To search for a match in Order Search:

Type the keyword of the order you want to find to the search box. Keywords can be order ID, product name, etc…
Tap the search icon to display the results.
Initiate actions as needed.

To filter the Order Search:

Click the Filter button to display all search filters.

ID: use order ID to filter the order
Bill-to Name, Ship-to Name: find the order by the name of the person who is responsible to pay for the order/ the person to whom the order is delivered.
Purchase Point: Filters the order records by the place (website, store, or store view) where the order was made.
Status: Filters the order records based on order status.
Purchase Date: find the order by the date of the purchase.
Grand Total (Base): Find the order by its the Grand Total number.
Grand Total (Purchased): Filters the search using Grand Total number of items purchased in each order.

2. Fill in as many filters as you can to describe the order(s) you want to find.

3. Next, tap Apply Filter to see the results.

4. Initiate actions as needed.

That is all about How to Use Order Search in your Magento 2 store. Don’t forget to follow us to receive more guiding articles from BSSCommerce team.

Intergration in Magento 2

This article guides you to create a new location of OAuth credentials and redirect URL for third-party integrations. Also, you are provided the knowledge of how to identify the available API resources which are necessary for the intergration as well.

Onboarding Workflow

Give permission for intergration: Go to the system/integration screen, looking for the related integration and authorize.
Verify and establish login: When getting the notification, accept the access requested. If you are redirected to a third-party, create a new account or log in to that system with your available account. After registration, please return to the integration page.
Receive confirmation of authorized intergration: The system sends you the notification which the intergration has been successfully authorized. After that, you are no longer need to make calls to access or requests tokens.

To Add a New Intergration

Open the Admin homepage. Then tap System on the sidebar. Next, under Extensions, choose intergration.
Complete the following intergration Information

a. Fill in the Name of the intergration and the Email address.

b. In Call Back URL field, enter the address where OAuth registration information can be sent when using OAuth for token exchange. For recommendation, we think using https:// will be the most suitable one.

c. In Identity Link URL, enter the link used to redirect the users to a third party account with these Magento 2 intergration references.

3. In the board on the left, choose API. Next, do the following:

a. In Resource Access field, choose one of the two options: All or Custom.

b. Mark the checkbox of each custom access resource which is needed.

4. When complete, click on Save button to finish.

To Change The API Guest Access Security Setting

In Magento 2 default, an anonymous guest is not allowed to access to CMS, catalog and other store resources. In order to change the default setting, do the following:

Open the Admin Homepage. Then, on the sidebar, click on Stores symbol. Next, under Settings, choose Configuration.
In the board on the left under Services, click on Magento Web API.
Expand the Web API Security Setting section.
In Allow Anonymous Guest Access, choose “Yes”.
When complete, tap Save Config button to finish.

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All The Things About Customer Groups in Magento 2

In Magento 2, there are three default customer groups including General, Not Logged In and Wholesale. Generally, customer groups are set to specific discounts and tax class. Then, in this article, we would like to guide you to create customer group, edit customer group, assign a customer to a different group and delete a customer group. Let’s take your attendance below!

To Create Customer Groups

Open the Admin homepage, then choose Stores on the sidebar. Next, under Other Settings, click on Customer Groups.
Click on Add New Customer Group button. Then, do the following:

a. In Group Name field, enter a unique name with less than 32 characters to define the group.

b. In Tax Class field, select one which is applied to the group.

c. Tap Save Customer Group button to finish.

To Edit Customer Groups

Open the Admin homepage. Then, on the sidebar, choose Stores. Next, choose Customer Groups under Other Settings.
Open the record with edit mode.
Make change if it is necessary.
When complete, tap Save Customer Group button to finish.

To Assign a Customer to a Different Group

Open the Admin homepage. Next, choose Customers on the sidebar. Then, choose All Customers.
Find the customer you want in the grid of list and mark the checkbox in the first column. Next, do the following:

Choose Assign a Customer Group for Actions control.
Set Group control for the new group.
When ready to confirm, tap Ok.

To Delete Customer Groups

Open the Admin Homepage. Then, choose Stores on the Admin sidebar. Next, under Other Settings, choose Customer Groups.
Open the document in edit mode.
In the button bar, choose Delete Customer Group.
To confirm, tap OK.
When complete, tap Save Customer Group button to finish.

In short, here are all the details about Customer Groups in Magento 2 we want to share with you. If you find it helpful for you, please Like, Share and Subscribe to keep updating for our next blogs!