Magento for B2B Commerce

Processing an Order

When a customer places an order, a sales order is created as a temporary record of the transaction. The sales order has a status of “Pending” until payment is received. Sales orders can be edited while pending, and can be canceled up until the time that an invoiceA document that provides a detailed description of a purchase, including products purchased, quantity, price, shipping cost, sales tax, and total. is generated. An easy way to think of it is this: Orders become invoices, and invoices become shipments. The Orders grid lists all orders, regardless of where they are in the workflow.


Orders
  • Order View Descriptions

    Tab

    Description

    Information

    Display detailed information about the order and account, including the billing and shipping addresses, payment and shipping methods, items orders, totals, and notes.

    Invoices

    Lists each invoice that is associated with the order.

    Credit Memos

    Lists each credit memo that is associated with the order.

    Shipments

    Lists each shipment record that is associated with the order.

    Comments History

    Lists all notes that are related to the order.

  • Button Bar

    Button

    Description

    Back

    Returns to the Orders page without saving changes.

    Cancel

    Cancels the sales order.

    Send Email

    Sends an email about the order to the customer.

    Hold / Unhold

    Changes the status of the sales order to “On Hold”. To release the hold on the sales order, choose “Unhold”.

    Invoice

    Creates an invoice from the sales order by converting the order to an invoice.

    Ship

    Creates a shipment record for the order.

    Reorder

    Creates a new sales order based on the current order.

    Edit

    Opens a pending order in edit mode. The Edit button isn’t visible for orders with a status of “Processing”, or orders that are based on negotiated quotes.

  • Field Descriptions

    Field

    Description

    Order & Account Information

    Order Number

    The order number appears at the top of the sales order, and also in the Order & Account Information, followed by a note that indicates if the confirmation email was sent.

    Order Date

    The date and time the order was placed.

    Order Placed from Quote

    Indicates the quote from which the order was generated, if applicable. The quote name is linked to the quote.

    Purchased From

    Indicates the website, store, and store view where the order was placed.

    Placed from IP

    Indicates the IP address of the computer from which the order was placed.

    Account Information

    Customer Name

    The name of the buyer who placed the order. The Customer Name is linked to the customer profile.

    Email

    The email address of the buyer. The email address is linked to open a new email message.

    Customer Group

    The name of the customer group or shared catalog to which the customer is assigned.

    Company Name

    The name of the company that employs the buyer, and on whose behalf the order is placed. The company name is linked to the company profile.

    Address Information

    Billing Address

    The name of the buyer who placed the order, followed by the company billing address, telephone number and VAT, if applicable. The telephone number is linked to autodial on a mobile device.

    Shipping Address

    The name of the person to whose attention the order should be shipped, followed by the company shipping address and telephone number. The telephone number is linked to autodial on a mobile device.

    Payment & Shipping Method

    Payment Information

    The method of payment to be used for the order, and purchase order number, if applicable, followed by the currency that was used to place the order.

    If the order is charged to company credit, using Payment on Account, the amount charged to the account is indicated.

    Shipping & Handling Information

    The shipping method to be used, and any handling fee that is applicable.

    Items Ordered

    Product

    The product name, SKU, and options if applicable.

    Item Status

    Indicates the status of the item. Values: Ordered

    Original Price

    The original catalog price of the item before discounts.

    Price

    The purchase price of the item. This value reflects any discount applied to the item from the shared catalog, if applicable.

    Qty

    The quantity ordered.

    Subtotal

    The subtotal is the purchase price multiplied by the quantity.

    Tax Amount

    The amount of tax that applies to the item as a decimal value.

    Tax Percent

    The percentage of tax applied to this item as a percentage.

    Discount Amount

    The discount that applies to this item. The discount value is zero if the order is based on a quote.

    Row Total

    The line item total, including applicable taxes that are due at the product level, less discounts.

    order total

    Notes for this Order

    Status

    Indicate the current status of the sales order.

    Comment

    A text box that is used to enter a comment to the customer that accompanies the order.

    Notify Customer by Email

    Mark the checkbox if you want to send the comment to the customer as a separate email.

    Visible on Storefront

    Mark the checkbox if you want the comment to be visible from the customer’s account.

    Submit Comment

    Submits the comment, and send by email, if applicable.

    Order Totals

    Catalog Total Price

    The total price of the items in the quote without tax, according to the prices in the shared catalog or master catalog that is used as the basis of the quote.

    If the storefront display currency differs from the base currency, the value appears in both currencies, with the storefront display in square brackets.

    Negotiated Discount

    The discount that is the result of a quote negotiated between buyer and seller.

    If the storefront display currency differs from the base currency, the value appears in both currencies, with the storefront display in square brackets.

    Subtotal

    The Catalog Total Price less the Negotiated Discount.

    Shipping & Handling

    The amount charged for shipping and handling fees.

    Tax

    The amount of tax applied to the order, if applicable.

    Grand Total

    The order total.

    Total Paid

    The total amount paid toward the order, if applicable.

    Total Refunded

    The total amount refunded from the order, if applicable.

    Total Due

    The total amount that is due.