Magento Commerce, 1.14.x

Order Stages

The Sales menu lists transactions according to where they are in the order workflow. You might think of each of these as a possible stage in the life of an order.

  • Orders

    Orders

    When an order is created, either from the storefront or in the Admin, a sales order is created as a temporary record of the transaction. Sales orders can be seen from the Admin by selecting the Orders option from the Sales menu. Payment has not yet been processed and the order can still be canceled.

    Invoices

    Invoices

    An invoice is a record of the receipt of payment for an order. Creating an invoice converts the temporary sales order into a permanent record of an Order, which can no longer be canceled. Multiple invoices can be created for a single order, each containing as much or as few of the purchased products that you specify. Depending on the payment action, payment can be automatically captured when the invoice is generated.

    Shipments

    Shipments

    A shipment is a record of the products in an order that have been shipped. As with invoices, multiple shipments can be associated with a single order, until all of the products in the order are shipped.

    RMA

    RMA

    A return merchandise authorization (RMA) can be granted to the purchaser of a product who has requested to return it for a refund or replacement. Typically the customer contacts the merchant to request a refund. If approved, a unique RMA number is assigned to identify the returned product.

    Credit Memos

    Credit Memos

    A credit memo is a record of a refund. A product cannot be refunded until it has been paid (which means that it has been invoiced). This means that you are not able to create a credit memo before an invoice has been created. The credit memo serves as a record of a refund, but it is not a record of the actual return of funds to the customer.

    Transactions

    Transactions

    The Transactions page lists all payment activity that has taken place between your store and a payment system, and provides access to more detailed information.

    Archive

    Archive

    Your store can be configured to archive orders, invoices, shipments, and credit memos after a set number of days. Archiving orders on a regular basis improved performance and keeps your workspace free of unnecessary information, so you can focus on current activities.