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.
FedEx in Magento 2 is known as a huge shipping service company in the US. FedEx specializes in transportation service, freight, ground shipping services or trade networks and so on with multiple level of priorities.
Step 1: FedEx Web Services Production Registration
A FedEx merchant account must be created and registered for FedEx Web Services Production Access. After that, take a quick look at the production account information page, at the bottom of the page click the Obtain Production Key link with a purpose of registering and containing a key.
Step 2: FedEx in Magento 2 is Enabled for Store
1. Tap Stores on the Admin sidebar. Select Configuration under Settings.
2. Select Shipping Methods on the left in the panel and under Sales.
3.Enlarge the FedEx section. Follow instructions:
a.Establish Enabled for checkout to “Yes”.
b.Write down a suitable Title to point out the FedEx shipping method in the checkout process
c. Fill in the following information from FedEx account:
+ Account ID
+ Meter Number
d. Set Sandbox Mode to “Yes” in case of a FedEx Sandbox is established and you plan to work in the testing environment.
Step 3: Describe Package and Handle Fee
1. In case of dividing an order into multiple shipments, choose the Packages Request Type for the best preference description.
+ Split to equal weight (one requirement)
+ Utilize origin weight (few requirements)
2.Choose the type of Packaging that is utilized to ship products from store. Options consist of:
+ FedEx Envelope
+ FedEx Pak
+ FedEx Box
+ FedEx Tube
+ FedEx 10kg Box
+ FedEx 25kg Box
+ Your Packaging
3. For delivery, establish Dropoff to the pick-up method. Options contain:
+ Regular Pickup: It can be cost effective to make arrangements with FedEx in Magento 2 in case of owning a high volume of shipments.
+ Request Courier: Call and require a FedEx courier for picking up shipments.
+ Drop Box: Nearby FedEx drop box, drop off shipments.
+ Business Service Center: At local FedEx business service center, drop off shipments.
+ Station: At local FedEx station, drop off shipments.
4.Establish suitable Weight Unit to the unit of measurement. Options consist of:
5.Fill the Maximum Package Weight for FedEx shipments with the default FedEx maximum weight of 150 lbs. The default value is highly recommended, any changes will be conducted in case of having special arrangements with FedEx in Magento 2. For further information, ask shipping carrier.
6.FedEx in Magento 2 is able to charge an optional handling fee but it is not visible in the checkout. Follow instructions if you intend to change a handling fee;
a.Establish Calculate Handling Fee as:
+ Fixed Fee
b. Select one of those ways below to control handling fees in the Handling Applied list:
+ Per Order
+ Per Package
c. Based on the way of calculation, fill in the Handling Fee with a fixed amount or percentage.
7. Based on whether you sell B2B or B2C, establish Residential Delivery.
+ For B2C residential deliveries: Yes
+ For B2B residential deliveries: No
Step 4: Permitted Methods and Applicable Countries
2. To different methods of shipment, establish Allowed Methods as demand. During this process, you should care about FedEx account, the frequency and size of your shipments even if international shipments are required. Many or few ways are welcomed. Options contain:
Europe First Priority
1 Day Freight
Intl Priority Freight
2 Day Freight
Smart Post (enter Hub ID)
2 Day Am
Intl Economy Freight
3 Day Freight
3. Select the suitable method for free shipping in the Free Method list. Follow instructions:
a.Establish Free Shipping Amount Threshold as the following thing:
+ Enable: In case of requiring Free Shipping with Minimum Order, write down the Minimum Order Amount for Free Shipping.
+ Disable: Free FedEx shipping is impossible to any orders.
Customers are easy to know which methods are the best for their order because this is the same as Free Shipping method and exists in the FedEx section during checkout.
b.For free shipping, note the minimum amount for an order in the next Free Shipping Amount Threshold.
c. The Displayed Error Message text box is installed at first with a default message and you can change it as wish.
d. Establish Ship to Applicable Countries as the following:
+ All Allowed Countries
+ Specific Countries
e.In case of being useful, set Ship to Specific Countries to each country based on customer’s allowance by FedEx in Magento 2. You can hold the Ctrl key down to choose options as much as possible.
f. Change Debug to “Yes” in case of you intend to store a log of all communication to match with your store and the FedEx system.
g.Establish Show Method if Not Applicable as the following:
+ Yes: Display all FedEx shipping ways to customers.
+ No: Display the shipping methods that are chosen based on the order.
h. During checkout, note a Sort Order numeric value to decide the sequence of FedEx with other shipping methods. The highest priority (0) is put at the top of the list.
4.Tap Save Config when finish.
We have presented about top 6 amazing Size Chart extensions for Magento 2. We hope that this article can show you useful information to select the appropriate extension for your online shop.
In the Magento 2 Review & Payments stage of the Checkout process, the Totals Sort Order appears at the bottom of the Order Summary to show the total number that a customer has to pay. This number has been adjusted for all discounts, shipping fees, store credit, and tax payment.
The order of each item which determines how the Totals Sort Order is calculated is set in the backend configuration. Each item (Subtotal, Discount, Shipping, etc) is assigned a number to justify the order of the calculation. For instance, the Subtotal, which is assigned a value of 10, is then set to be the first item in the section. The Grand Total is assigned a value of 100 so that it’ll appear last. All of the other items in the totals section of the Order Summary are assigned a value between those values.
There are four steps to configure the Checkout Totals Sort Order in Magento 2 backend:
Sign in with your admin account. On the Admin sidebar on the left, click Stores. Then choose Configuration under Settings.
In the panel on the left, expand the Sales section. Choose Sales after that.
Next, move to the Checkout Totals Sort Order section and expand it then do the followings:
Firstly, select the store view that the settings are applied. When complete, tap OK to continue.
There are two ways to set the Checkout Total order in the frontend. You can either accept the default value that is already filled in the boxes or enter a new one to each box. Clear the Use system value checkbox if you choose the second option.
When finishing all the settings, click Save Config to confirm the changes.
That are 4 steps that help you to set the Checkout Total order in the frontend. Don’t forget to follow us to receive more useful blogs about Magento 2 platform.
The checkout options configuration is the action that set up the format of the checkout page in a Magento 2 store. The requirements to make a purchase, and/or the options that are displayed during the checkout process are all determined by the configuration in the backend.
As a Magento admin, you can define the options whether or not the shoppers must register for an account and/or agree to the terms and conditions of the sale before making a purchase. The checkout options include:
Guest Checkout: Shoppers are required to create an account before making a purchase. The default setting in Magento 2 allows non-registered customers to make purchases, with an option to register for an account after completing the checkout process.
..: Customers have to agree to the terms and conditions of the sale so that they can finish their purchases if Terms and Conditions is enabled. The Terms and Conditions message appears just before the Place Order button and after the payment information is filled.
One Page Checkout: Enable the Onepage Checkout if you want the entire checkout process takes place on a single page. Each section of the checkout information can be expanded if necessary. As Magento’s Onepage Checkout is enabled by default, you need to disable it if you want to implement any custom integration or checkout extensions.
To change the checkout options, do the followings:
On the Admin sidebar, click Stores. After that, choose Configuration under Settings.
In the panel on the left, expand the Sales section. Then choose Checkout.
Next, open the Checkout Options section and set the options as your preference:
Enable Onepage Checkout
Allow Guest Checkout
Enable Terms and Conditions
When finish, click Save Config to confirm all the changes you’ve made.
That are the instruction to configure Checkout Options for your Magento 2 store. Don’t forget to follow us to receive more informative blogs about Magento 2.
UPS, also known as United Parcel Service, was founded in 1907 as a messenger company located in the United States. In 2017, UPS is the second largest freight company worldwide with total revenue of more than 60 million dollars, just behind FedEx Corporation. UPS has also applied dimensional weight as one of their shipping rate calculations in addition to other popular methods. By this article, readers will understand clearly how to make UPS available for Magento 2 stores.
Step 1: Open a UPS Shipping Account
Before going to the next steps, admin needs to already have a UPS shipping account with account number or user ID.
Step 2: Enable UPS for Magento 2 Stores
Look for Stores on the left-side bar of Admin homepage, click Configuration below Settings.
In Sales section, choose Shipping Methods, scroll down and find UPS.
Expand this section and complete the fields as following:
Choose “Yes” at Enabled for Checkout.
In UPS Type, if admin want to set up a standard UPS account, choose “United Parcel Service” and follow the below instructions:
a. In the Live Account section, choose “Yes” to run UPS in production mode and add UPS into your list of available shipping methods, or “No” to just run UPS in a test mode.
b. In the Gateway URL section, enter or paste a link that can be used to calculate shipping charges. This link is set by default and does not need to be changed while using.
6. If admin want to create a shipping label, choose “United Parcel XML” in the UPS Type section and follow the below instructions:
a. Choose “United Parcel Service XML” in the UPS Type.
b. Register your account credentials in the corresponding fields: User ID, Access License Number and Password.
c. Choose “Live” in the Mode section to use secure connection transferring data to UPS shipping system. Please note that “development” does not use secure connection.
d. Verify the Gateway XML URL that is needed to send requests by XML file.
e. In the Order of Shipment section, register your address where the shipment will be delivered from.
f. In case UPS offers you with a specific shipping rates, you can also apply that into configuration by choosing “Yes” at Enable Negotiated Rates section, and then enter the Shipping Number that UPS has assigned to you before. This number contains six digits.
7. Enter or paste the Title which will appear on screen to choose when checkout. In Magento 2, the default name of UPS is “United Parcel Service”.
STEP 3: Complete the Container Description
In the Packages Request Type section, choose “Use origin weight” for few requests if using origin weight as the basis of calculating the shipping cost. Or admin can select “Divide to equal weight” for one request if the packages are divided by equal weight.
In the Container section, admin needs to choose their packaging type. There are two options: LBS or KGS.
In the Weight Unit section, choose your system to calculate product weight. Each system will be different, depending on each country. Don’t hesitate to ask UPS for help in case you do not sure which one is suitable for your Magento stores.
In the Destination Type section, choose:
“Residential” in case you offer B2C shipments mostly
“Commercial” in case you offer B2C shipments mostly
“Define Automatically” in case you want UPS to consider between residential and commercial mode and choose the more suitable one.
5. In the Maximum Package Weight section, enter the maximum number assigned by UPS.
6. In the Pickup Method section, choose
Regular Daily Pickup
On Call Air
One Time Pickup
7. In the Minimum Package Weight section, enter the minimum number assigned by UPS.
STEP 4: Set up Handling Fees
The Calculate Handling Fee box is used to control your additional handling fee. There are 2 options to choose:
2. The Handling Applied box is used to specify whether the handling fee is applied per order or per package, corresponding each option.
3. In the Handling Fee section, admin need to enter the rate based on the chosen Calculate Handling fee. If admin chooses “Percent”, enter the entire number without the “%” symbol such as “0.05” or “0.1”. If admin chooses “Fixed”, enter the amount of fee there.
STEP 5: Specify Particular Shipping Methods and Applicable Countries
In the Allowed Methods section, there would be a list of UPS methods offered to your customers. Admin can select one or several methods by holding the Ctrl button. These methods will appear under UPS option while checkout.
If you want to offer free shipping for packages delivered via UPS, set Free Shipping to the UPS. Then:
Choose “Enable” in the Free Shipping with Minimum Order Amount, and then enter your minimum value for each free shipping order in the Minimum Order Amount for Free Shipping section.
Or choose “Disable” in the Free Shipping with Minimum Order Amount in case you want to offer all order via UPS for free shipping.
3. Enter or paste the Displayed Error Message box to create a message box notifying customers in case UPS is not available.
4. In the Ship to Applicable Countries box, choose “Specific Countries” and select each country that can apply UPS or click “All Countries” to allow customers from all countries in your store settings to be offered this shipping method.
5. In the Show Method if Not Applicable box, choose “Yes” to show UPS Shipping (whether it can be used or not) or “No” to hide when it is unavailable
6. In case you want to have a log file that contains information about all your shipments via UPS, choose “Yes” in the Debug section.
7. In the Sort Order box, enter a number to arrange the order of UPS option in a list of methods. For example: 0 for the first, 1 for the second, etc.