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:
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.
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.
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.
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.
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.
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:
- 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).
- Mark all the checkbox of the columns that you want to display them on the Order grid.
- Make sure that the remainders are unmarked so as to avoid any confused arrangement.
To rearrange a column:
- Tap and hold the very beginning of the column you want to move.
- Move the column to the new position and drag it there.
- Do the same to other column if needed.
To save a grid view after finishing the changes
- In the upper-right corner, tap the View control button (an eye symbol) then click Save current view.
- 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
- 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.
Order actions section in Magento 2 is used to manage one or many specific orders from the backend of your stores. It can be classified into Actions and Mass Actions.
The Order actions section lies in the upper left corner of the order workspace and below the search box. There are 8 options that can be applied to the orders that have been selected. The first three are used to change the order status while the remainder’ functionalities are to print out appropriate paper works.
- Print Invoices
- Print Packing Slips
- Print Credit Memos
- Print All
- Print Shipping Labels
Mass Order actions
Mass Order actions allows you to apply your command universally as the target of the action. This section includes Select All / Unselect All, Select Visible / Unselect Visible. You can choose one of those by clicking the drop-down arrow on the top of the first column of the grid.
To apply an action to an order, or multiple orders, do the followings:
- Open your Orders workspace.
- Mark the checkbox in the first column of each order.
- After that, choose the action that you want to apply to the selected order records. The number of orders being chosen is displayed in a bracket next to the Actions box. In case there is no order is selected but you still apply the action, a notification popup will appear, saying: “Attention! You haven’t selected any items!” to remind you. If you want to select or deselect all orders, using the mass actions is advisable.
- Next, tap Submit to apply the current action to the selected order records.
- You can use the Edit link to edit the order.
That is all about Order Actions in Magento 2. Don’t forget to follow us to receive more informative articles about 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.
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.
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.