6. Order Management

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Currently, the Magento Order Management module allows for the viewing, and filtering of orders, order deletion, exporting order data, and management of existing orders. Additional functionality is forthcoming.

Let's review the most important aspects of the Orders Management module (see product sub-pages for further details):

Below, the Main Orders section is described.

Orders section

From the Orders page you can create new Order by pressing the appropriate button on the top orders toolbar:

Add new order button

The Orders Section displays all of your existing Orders, along with pertinent information, structured and displayed, through the use of tables. Use the Filter option to refine the selection of a particular Order, or Orders, that you are interested in viewing. If you'd like to display only Orders that meet a specific time requirement, select the time period on the right side of the page, and click the Apply button.

Additional information about the Order is displayed at the bottom of the Dialog Screen.

Information Tab

The Information tab displays detailed information about the current Order, such as Products Ordered, along with their Price and Quantity, Payment Information, Order Totals, and Order Details.


The section indicated below, displays an invoice list. It currently only allows for the previewing of invoices. Additional options will subsequently be made available.

The Invoices section displays a record of payment receipts pertaining to a particular Order, or set of Orders. In some instances, a payment can actually be automatically received, and posted simultaneously along with Invoice creation, thus creating a permanent, and complete record of an Order, in a few simple steps!. Multiple Invoices may be created per Order, containing as many, or as few, item quantities as you desire. However, each item unit may only be invoiced once, thus establishing a finite limit to the number of Invoices that may ultimately be created. Because this is a permanent record of the Order, all Invoiced quantities can not be subsequently canceled, except through the performance of generally accepted accounting principles (GAAP), such as through the use of a subsequently generated Credit Memo.

Credit Memos

A Credit Memo generates, and maintains a record of a refund, or otherwise transaction reversing credit. Payment for an item, or items, cannot be refunded until they are (at least theoretically) paid for, so a Credit Memo may not be created until an Invoice has been generated. While a Credit Memo is a record of a refund, it is not a record of a return or the actual returning of funds to the Customer. In some cases, a return can be given simultaneously along with the creation of a Credit Memo (just as a payment posted along with an Invoice), but they are not necessarily always associated, or connected.


The Shipments area maintains a record of items in an Order, which have actually been shipped.

Just as an Invoice, multiple Shipments may be created, per Order, subject to finite limit restrictions.

Comments history

To assist in managing Magento Orders, the Comments History section maintains a list of posted Order comments. Order Comments can be added while creating an Order, and they may also be added to completed Orders. There is additionally Information displayed, pertaining as to whether the Customer was, or was not, notified, in some form, or fashion.