2. Edit Order

fmOrders, fmEditOrderPayment, fmEditOrderDetailfmChangeOrderStatus, fmEditOrderPaymentMultiEditorfmEditOrderDetailMultiEditor, fmChangeDataOrderItemfmPaymentMetods, fmEditLookupItems, fmShipTrack

'Edit Order' allows you to obtain, edit and maintain detailed information about your Orders management in Store Manager for Magento. Current functionality allows you to Delete or Edit Order data. The following topics are covered:

Edit Order in Magento

Edit order options you can see in the context menu - use the right-mouse clicking over the Orders page and call the drop-down commands list:

Edit options in context

To Edit Orders Payment select the order for which you want to change payment information and modify the form illustrated below:

Edit payment order form

You can change payment method from the drop-down list and shipping details, such as a description and amount - the fixed shipping cost.

Pressing 'OK' button you save the recent modifications.

To edit/modify order details, such as customers personal details and shipping/billing addresses, you enable by choosing the appropriate command from the context menu:

The following form will appear:

Edit Order Details

The current options can be applied to the single selected order.

Delete Order from Magento

You may delete Orders in Store Manager for Magento, using the Orders toolbar:

Orders top toolbar

To delete an Order from your selected Store database, select one or more Orders and click on the 'Delete' button.

Delete selected orders button

Caution: You won’t be able to undo a Delete From Store option, except through the restoring of recently performed database backup.

Change Order Status

You may change the status of the Order, using the 'Order' section's pop-up context menu, made available by right-clicking the mouse.

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 the receipt of the notification for the particular customer when the order's status has changed by using the template of the email message:

Notify about change order status

The message of the relevant template will be received by the customer on the email address automatically once the status of the order is updated.

Order Lower Grid

In the lower area of the Order Section, you will see the tabs containing the available Orders, along with the details.

Orders section lower tabs

Information tab displays the 'Price', and 'Summary Total Amount', for the selected order(s).

You may change the data, by pressing the relevant editing button.

Change order data

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 (first option on the top toolbar) button:

Add product to order

To delete an item from the list of ordered products, select the Delete button ( ).

Go to product

To go directly to a Product that has been added to the current Order, select the Go To Product tab option .

The columns manipulation buttons allow you to assign columns Width, subject to the fields limits of the section.

Adjust columns width options

Invoices tab shows the available Invoice(s), pertaining to the selected Order.

Invoice tab in Order section

You may also create a new Invoice for an item by pressing the 'Invoice for all Selected' button, on the Orders section toolbar.

Generate invoice

Credit Memo tab displays the list of available Credit Memos.

Credit Memo Order tab

On the 'Shipments and Tracking' tab, check the appropriate field, during Invoice creation, to add the shipment to the selected order .

Create shipment for order

If you want to add the tracking number to the order too in the invoice form check the field 'Create Shipment' and then you have a possibility to press the button to specify the necessary number.

Add tracking number

Comments history holds the information on the order's actual status and any comment or comments related to the selected order. If the box 'Customer notified' is marked by a tick the message (comment) will be sent to the customer's e-mail.

Comments history order tab

In the middle area of the Orders Section you can see the information box about Shipping, Handling and Payment details.

payment box

To change data press the corresponding button on the top. In the edit form choose from the drop-down list the required payment method and fill the other fields below:

Edit payment information

To preview all available list of payment methods and choose the one you need - click on the option from the top toolbar and open the drop-down menu:

Payment Methods form

In addition, you can add new payment method to the list, change the existing ones and erase selected from the whole list by using these options in the top panel:

Payment methods toolbar

In the right lower corner of Orders section you can see the customers information data such as:

Go to customer in Order section

- the main account details (name, email address, the group, to which current customer belongs, date of birth and so on);

- customer's billing and shipping address details - the billing address should contain the main data for verification customer's credit card 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 appropriate button in the top toolbar and select the required tab in the form, which appears.

Edit customer data in Order section

If your customer specifies few actual addresses for billing and shipment you can select the desired one among the available variants by clicking the arrow in front of such upper tabs:

Billing and Shipping Adresses

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.

Select customer data in Edit order details form

Then you will receive this confirmation message:

Confirmation message

If you choose 'Yes' variant - your current customer's address data will be changed to the data of customer you have selected in the search form.

Pressing 'No' you leave current address details without changes.

This area in Orders Section gives an opportunity to go directly to the appropriate customer on customers page of Store Manager, if necessary.

Go to customer button

Just find and click on the top toolbar panel the corresponding option.

Edit Order Details in a Bulk

To edit payment details, choose the 'Multi Editors' tab on the toolbar, or use the pop-up context menu, accessed by right-clicking the mouse.

Orders Payments Multi Editor

Information available for editing includes the Payment method, Description, and Order Amount:

You may choose the 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:

Order Details Multi Editor

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'. Mark with the ticks such fields you want to be updated after Multi Editor process is executed.

Order Details Multi Editor form

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 appropriate option in the top toolbar:

Export Grid option

Send E-Mail

Directly from the Orders page, you can send the message to the email address you have prescribed in the SMTP settings details.

Use 'Orders' top toolbar or context menu to find the necessary command.

Send E-Mail options

In the form for mailing choose the template, you want to use in your message and specify its subject and name in the appropriate fields. You can make the correction in the template content by using the edit as HTML option.

Edit as HTML

You can add additional information related to the orders, by using the Attachment sector. Add button helps to upload the file directly to the ’Quick E-Mail’ form.

Attachments order area

To preview the completed message use the option in the toolbar:

Preview E-Mail button

‘Send email‘ transfers the message to the email address(es) which is/are checked above:

Send email to...

If you have any questions, or suggestions regarding Order editing, or other Order management issues in Store Manager for Magento, please contact our support team.

By eMagicOne Inc.