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.
|1.||On the Admin sidebar, tap Sales. Then choose Orders.|
|2.||Find the order in the grid, and in the Action column, click View.|
- A pending order can be modified, put on hold, canceled, or invoiced and shipped.
- A completed order can be reordered.
The panel on the left of an open order provides access to different types of information that is related to the order.
|1.||To open a pending sales order, and tap the Edit button in the upper-right corner.|
Orders can be edited only while the status is “Pending”. The Edit button isn’t visible for orders that are “Processing” .
|2.||Review the following sections in the sales order, using the field descriptions for reference.|
Payment & Shipping Method
|3.||In the Order Total section, do the following:|
|a.||Enter a Comment to include with the order.|
|b.||If you want to email the comment to the customer, mark the Notify Customer by Email checkbox.|
|c.||If you want the comment to be visible in the customer account, mark the Visible on Storefront checkbox.|
|4.||If you are ready to invoice the order, tap Invoice. Then follow the instructions to Creating an Invoice|
Order View Descriptions
Display detailed information about the order and account, including the billing and shipping addresses, payment and shipping methods, items orders, totals, and notes.
Lists each invoice that is associated with the order.
Lists each credit memo that is associated with the order.
Lists each shipment record that is associated with the order.
Lists all notes that are related to the order.
Returns to the Orders page without saving changes.
Cancels the sales order.
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”.
Creates an invoice from the sales order by converting the order to an invoice.
Creates a shipment record for the order.
Creates a new sales order based on the current order.
Opens a pending order in edit mode. The Edit button isn’t visible for orders with a status of “Processing”.
Order & Account Information
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.
The date and time the order was placed.
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.
The name of the
customerwho placed the order. The Customer Name is linked to the customer profile.
The email address of the
customer. The email address is linked to open a new email message.
The name of the customer group to which the customer is assigned.
The name of the
customerwho placed the order, followed by the billing address, telephone number and VAT, if applicable. The telephone number is linked to autodial on a mobile device.
The name of the person to whose attention the order should be shipped, followed by the shipping address and telephone number. The telephone number is linked to autodial on a mobile device.
Payment & Shipping Method
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.
Shipping & Handling Information
The shipping method to be used, and any handling fee that is applicable.
The product name, SKU, and options if applicable.
Indicates the status of the item. Values: Ordered
The original catalog price of the item before discounts.
The purchase price of the item.
The quantity ordered.
The subtotal is the purchase price multiplied by the quantity.
The amount of tax that applies to the item as a decimal value.
The percentage of tax applied to this item as a percentage.
The discount that applies to this item.
The line item total, including applicable taxes that are due at the product level, less discounts.
Notes for this Order
Indicate the current status of the sales order.
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.
Submits the comment, and send by email, if applicable.
Shipping & Handling
The amount charged for shipping and handling fees.
The amount of tax applied to the order, if applicable.
The amount of available store credit that is applied to the order, if appliable.
The order total.
The total amount paid toward the order, if applicable.
The total amount refunded from the order, if applicable.
The total amount that is due.
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