Order Management Magento Extension User Guide

Transcription

1 Order Management Magento Extension User Guide 1

2 Important Notice MageWorx reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest relevant information before placing orders and should verify that such information is current and complete. All products are sold subject to MageWorx' terms and conditions of sale supplied at the time of order acknowledgment. MageWorx warrants performance of its products to the specifications applicable at the time of sale in accordance with MageWorx' standard warranty. Testing and other quality control techniques are used to the extent MageWorx deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. MageWorx assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using MageWorx components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. MageWorx does not warrant or represent that any license, either express or implied, is granted under any MageWorx patent right, copyright, mask work right, or other MageWorx intellectual property rights relating to any combination, machine, or process in which MageWorx products or services are used. Information published by MageWorx regarding third-party products or services does not constitute a license from MageWorx to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from MageWorx under the patents or other intellectual property of MageWorx. Resale of MageWorx products or services with statements different from or beyond the parameters stated by MageWorx for that product or service voids all express and any implied warranties for the associated MageWorx product or service and is an unfair and deceptive business practice. MageWorx is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Copyright 2017 MageWorx 2

3 Table of Contents 1. Extension Description Extension Installation General Settings Orders Modification Archiving Orders Deleting Orders Bulk Acations Order Comments Support

4 1.Extension Description Magento Order Management Extension allows you to modify the standard Magento Orders grid and make it maximally informative and individually adapted. Extended Orders Grid - Fully adjust the view of the standard Orders Grid. Display all necessary orders attributes without necessity to go to the View details page. Hide any columns you do not want to see in the orders grid. Order Modification - Modify orders without canceling them: edit order & product details, set a custom price, modify discount coupons, preview grand total amount. Archiving/Deleting Orders Archive, delete orders completely or mark them as Deleted (to restore later). Specify the number of days before orders get archived. Bulk Actions - Invoice and/or ship orders, print invoices and credit memos, send invoices and shipments in bulk, etc. Manage Order Comments - View order comments, attach downloadable files, change order status while posting a comment. 4

5 2.Extension Installation To install the extension, follow the steps below: 1. Disable the Compilation Mode (if enabled). 2. Log out of the Magento Admin Panel (if logged in). 3. Unpack the contents of the Extension folder (depending on your current Magento version) from the package file purchased from Mageworx to your Magento root folder. 4. Log into the Magento Admin Panel. 5. Go to System - Cache Management section, choose the Refresh option under the All Cache drop-down menu and press the Save Cache Settings (if Cache Control is enabled in Magento). 6. Enable the Compilation Mode back (if necessary). 7. Go to System - Configuration - MageWorx tab - Extensions & Support section. If you see Order Management in the list of installed MageWorx extensions, the installation is done. 5

6 3. General Settings To configure the extension, log into the Magento Admin panel and go to System - Configuration - MAGEWORX - Order Management. Here is what each of the settings does: Enable enables/disables the extension. Sync Orders to Extended Orders Grid sync is needed when you installed the extension for the first time or disable and enable it. Enable Invoice Orders Mass Action Option - enables/ disables invoicing orders in bulk. Send Invoice - sends invoice s in bulk. Enable Ship Orders Mass Action Option - enables/ disables shipping orders in bulk. Send Shipment - sends shipment s in bulk. Enable Archive Orders Option - allows archiving orders manually or automatically (using the Magento cron). # of Days before Orders Get Archived - specifies the number of days before orders get archived and hidden from the standard Orders Grid (note that you can restore all orders from the archive). Archive if - selects the statuses of orders, which will be archived. 6

7 Frequency - specifies the order archiving periodicity (can be set to daily, weekly, monthly). Start Time - specifies the start time for the archiving option. Manage Columns Order hit this button to manage columns in the order grid. Enable Delete Orders Option - enables/ disables the possibility to delete orders. Note, this option just marks orders as deleted, so you can restore them later. Hide Deleted Orders for Customers - hides the deleted orders in the customers accounts. Enable Delete Orders Completely Option - physically removes orders from the database. Number of Comments in Grid specify the number of comments to display in the grid. Show Thumbnails enable/disable the display of the products thumbnails. Thumbnails Height define the height of thumbnails in the grid in pixels. To modify the orders grid hit the Manage Columns button. In the orders grid section you can enable or disable columns and define their order. 7

8 In the Customer s Orders Tab section you can enable or disable columns and define their order. This is how an extended grid looks like: 8

9 4. Orders Modification To modify orders without canceling them (Magento lacks this feature by default), go to Sales Extended Orders. With this Magento Order Management extension you can: edit the order s date, status and billing details, change the payment or shipping methods (tax will be recalculated accordingly), edit the customer s details ( , billing and shipping details), adjust shipping costs, assign orders to different customers, set custom shipping price for new orders. Also, under these settings you can: 1. add/edit/remove the products added to the order, 2. modify the discount coupons, 3. apply the discounts and save the discounted price; 4. NEW! set a custom shipping price when adding new orders. 9

10 The standard Magento reverts the product price back to the original one while editing the order. The Order Management extension keeps the discounted price unchanged, so you don t have to edit the price again. Also, the extension lets you Preview Grand Total Amount for each order. The feature comes handy when you make changes to an order and need to make sure everything is correct before saving. NOTE! If the order total changes, a new invoice gets created automatically. If an order total decreases while editing, the extension creates a credit memo for a price difference. 10

11 NEW! If the order is not fully shipped, the Partially Shipped status appears in the Shipped column. 5. Archiving Orders To configure the Archive settings, go to System Configuration Order Management. From here you can: Set up a scheduler for archiving Magento orders, Select the status of the orders to be archived, Specify the number of days before your orders get archived. Note: launch Magento cron to make it working. 11

12 To archive orders and hide them from the Orders Grid, go to Sales Orders, select orders and choose the Archive option in the Actions drop-down. You can restore archived orders using the Restore option. 6. Deleting Orders With the default Magento there s no way you can clean up the Orders grid from the unwanted orders. All you can do is just to mark them as Cancelled. To configure the Delete settings, go to System Configuration Order Management. From here you can delete orders completely, or mark them as Deleted (to restore later): 12

13 Go to Sales Orders, select the necessary orders and choose the Delete or Delete Completely options in the Actions drop-down. Also, you can hide all orders marked as 'Deleted'. 7. Bulk Acations To apply the same operation to multiple orders (e.g. ship, Invoice, Archive, Print Shipping Labels, etc.), select the order from the list -> unfold the drop-down menu in the right upper part of the Admin Panel -> select the action you d like to implement and click the Submit button. 8. Order Comments Hit the Browse button to attach downloadable files to any order comment. These files can be visible in the back-end only or on the front-end, so the customers can download them. 13

14 You can also view all order comments in the back-end, change order status and post comments at the same time, edit or delete comments, specify the # of comments in the Orders Grid. Note! All order changes get logged in the comments. 14

15 9. Support GOT QUESTIONS? MageWorx offers FREE lifetime support and updates for any extension developed for Magento. If you need support related to MageWorx extension usage, feel free submit a ticket from GETTING HELP WITH MAGENTO MageWorx offers outstanding services developing custom tailored solutions for Magento platform to attain your ecommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe. You are most welcome to contact us at sales@mageworx.com 15