Magento 2 Order Processing

Order processing is one of the key aspects in eСommerce business. In this post, we’ll explain the ins and outs of the order management process, and tell how to efficiently handle it.

Configuring Magento 2 Order Settings

The very 1st step you need to do is to modify order settings under
Stores - Configuration - Sales tab.

Here, you can configure checkout, shipping and payment settings according to your and your customers requirements.

Understanding Order Workflow in Magento 2

In Sales - Orders, you can check all the placed orders regardless of their status. Here, you can view, edit or manually create orders.

Basically, the order workflow consists of the following steps:

Magento 2 Order Status and State

Once an order has been placed (but not paid and shipped) - its status is automatically set to Pending. Then, you create an invoice on the Admin side, and the status is changed to Processing. And finally, when you confirm shipment to finalize the order, it gets the status Complete.

Magento 2 comes pre-configured with a set of order statuses and states.



Order Status - defines the status of an order within the state.

Order Sate - defines the position of an order within the workflow and can be: New, Pending Payment, Processing, Complete, Closed, Canceled, On Hold and Payment Received.

 

Magento 2 Order Edit / Delete Functionality

Editing orders, means you can cancel and re-create a new order that is being copied from the existing one.

In the new order form, you can update a product & its quantity, modify a customer’s address, apply a coupon code, change shipping & payment details.

Note! If you make any changes to customer’s address, you will have to choose a shipping method again. If a customer used a credit card payment method, you will have to re-enter all the data.

Note! By default, you can’t edit orders that have been invoiced.

Magento doesn’t allow you to delete orders by default. You can only set the order status to 'Cancelled'. Therefore, you can either create a PHP script or run the SQL queries to delete all the orders data from your Magento database.

So, it’s better to use Magento extensions that can easily edit and delete orders.

Magento 2 Pre-order and Backorder

A pre-order is used for the products that haven’t been released yet. A backorder option is available for items that are out-of-stock, but have been in stock lately.

Magento doesn’t have a pre-order feature by default. So to make it work on your website, you need either an extension for that or a customization.

To enable backorders, jump to Stores - Configuration - Catalog - Inventory (or per product).

Backorders functionality in Magento allows you to set one of the three available options.

Magento 2 Orders Export/ Import

Orders Import functionality isn’t available in Magneto by default. If you sell through multiple services and want to keep all order details, it’s recommended to use an Order Import extension. Only this way guarantees that you can migrate orders between 3d-party services and Magento.

As for Orders Export functionality, Magento allows you to export files with orders data in .csv and .xml formats. For more extended functionality, it’s better to use an export extension.

Magento 2 Order Number

If you need to change the default order number, customize its length or specify order prefixes/postfixes, there’re 2 ways to do this:



1. Check the sequence_order_1 table, find there the necessary increment_id and edit it to the desired one.
2. Use an Magento 2 Order management extension that can help you do that.