6.2. Edit Order
"Edit Order" allows to obtain, edit and maintain detailed information about your orders in Store Manager for Magento. Current functionality also allows you to Delete or Edit Order data.
The following topics are covered:
Edit Order in Magento
"Edit Order" options are available in the context menu. With right-click over the Orders page call the drop-down commands list:
To edit orders payment select the order you want to change payment information for, and modify the form as illustrated below:
You can change a payment method from the drop-down list and shipping details, such as a description and amount.
Press the [OK] button to save recent modifications.
To edit/modify order details, such as customers personal details and shipping/billing addresses, choose the necessary command from the context menu:
The following form will appear:
Delete Order from Magento
You may delete orders in Store Manager for Magento, using the Orders toolbar:
To delete an order from your selected Store database, select one or more orders and click the [Delete] button.
Caution: You won’t be able to undo a "Delete From Store" option, except through restoring of recently performed database backup.
Change Order Status
You may change the status of an order, using the "Order" section's context menu:
Press the "Change Order Status" option, and select the updated status, from the list of available options.
Attention: Starting from the latest version of Store Manager, in the "Change Order Status" form, you can configure a receipt of the notification for the particular customer when the order's status has changed by using the template of an email message:
A message of the relevant template will be received by the customer on an email address automatically, once the status of an order is updated.
Order Lower Grid
In the lower area of the "Order" section, you will see the tabs containing available orders, along with the details.
The "Information" tab displays "Price" and "Summary Total Amount" for the selected order(s).
You may change the data, by pressing the relevant button.
In the form, which subsequently appears, change the current "Quantity" and "Price" value on the order.
- To link additional items to the order, press the [Add Products To Order] button:
- To delete an item from the list of ordered products, select the [Delete] button:
- To go directly to a product that has been added to the current order, select the [Go To Product] tab button.
- The columns manipulation buttons allow you to assign columns width, subject to the fields limits of the section.
The "Invoices" tab shows available invoice(s), pertaining to the selected order.
You may also create a new invoice for an item by pressing the [Invoice for all Selected] button, on the "Orders" section toolbar.
The "Credit Memos" tab displays the list of available credit memos.
On the "Shipments and Tracking" tab, select the field, during Invoice creation, to add the shipment to the selected order .
If you want to add a tracking number to an order in the "Invoice" form, select the field "Create Shipment". Then you'll have the possibility to press the button to specify a necessary number.
The "Comments History" tab holds the information on the order's actual status and any comment, or comments, related to the selected order. If the "Customer notified" box is marked by a tick, the message will be sent to the customer's e-mail.
In the middle area of the "Orders" section you can see the information box about shipping, handling and payment details.
To change data, press the corresponding button on the top. In the "Edit Order Payment" form choose the required payment method from the drop-down list and fill the rest of the fields:
To preview the list of all available payment methods and choose the one you need, click the [Payment Methods] button from the top toolbar and open the drop-down menu:
In addition, you can add new payment method to the list, change the existing ones and erase selected from the whole list by using the following buttons on the top panel:
In the right lower corner of the "Orders" section, you can see the customers information data such as:
- "Account Information" - the main account details (name, email address, the group, to which current customer belongs, date of birth and so on)
- "Billing Address" and "Shipping Address" - customer's billing and shipping address details. The billing address should contain the main data for customer's credit card verification, or other payment method information. The shipping address means the place (address), where your customer wants ordered products to be delivered. Customer's shipping and billing address can be identical or can be different as well.
To make some change in these data press the corresponding button in the top toolbar and select the required tab in the form, which appears.
If your customer specifies few addresses for billing and shipment, you can select the necessary one among available by clicking the arrow in front of the upper tabs:
You can switch between customers data by using the "Select Customer" option. Search form will help you to find the customer you are looking for.
Then you will receive this confirmation message:
If you choose [Yes], your current customer's address data will be changed to the data of customer you have selected in the search form. Pressing [No] to leave current address details without changes.
This area in "Orders" section gives the opportunity to go directly to the necessary customer on Customers page of Store Manager, if necessary.
To do so click the corresponding button on the top toolbar panel.
Edit Order Details in a Bulk
To edit payment details, choose "Multi Editors" on the toolbar, or use the pop-up context menu, accessed by right-click.
Information available for editing includes the payment method, "Description", and order "Amount":
You may choose a payment method, for the selected order, from the pop-up menu. Don't forget to check "Update" field, to save the performed action.
To edit the Order Details of the selected records, use the "Order Details Multi Editor" option:
You will see a form that is rather similar to the form for editing a single order. But in front of each field is checkbox "Update". Select these fields, if you want them to be updated after Multi Editor process is executed.
Do not forget to click on the [OK] button to keep your recent changes.
You are able to transfer order details separately to files of such formats as XML, Excel and HTML by using the relevant option on the top toolbar:
You can send the message to the email address you have prescribed in the SMTP settings details directly from the Orders page.
Use "Orders" top toolbar or context menu to find the necessary command.
In the form for mailing choose the template you want to use in your message and specify its subject and name in the corresponding fields. You can make the correction in the template content by using the edit as HTML option.
You can add additional information related to the orders, by using the "Attachment" sector. The [Add] button helps to upload the file directly to the "Quick Email" form.
To preview the completed message use the option in the toolbar:
[Send Email] transfers the message to the email address(es) which is/are checked above: