Edit Order¶

Overview¶

Currently, Magento 2 only allows editing Customer Information and Address Information at the view order page. If you want to edit other information, you must go to the separated Edit Order page, then the old order will automatically be canceled and the new order will be created. Also, admin can only edit other information (besides Customer and Address Information) when Order is Pending.

With Mageplaza Edit Order, the editing becomes easier than ever. This extension allows admin to edit information right at the order view page via slide popup without having to switch to another link. Quick Edit action is integrated to be able to edit all order information at the same time. In addition, this module automatically recalculates shipping fee if the order information changes and returns the item to stock if changing the item in the order.

Mageplaza Edit Order is fully compatible with Customer Order Number, Multiple Shipping Flat Rate, Shipping Restriction, Payment Restriction.

How to download and install¶

Download Mageplaza Edit Order
How to Install

How to Configuration¶

From the Admin Panel, go to Stores > Settings > Configuration > Mageplaza Extensions > Edit Order

1. Configuration¶

From the Admin Panel, go to Stores > Setting > Configuration > Mageplaza Extensions > Edit Order, select General

Enable: Select Yes to turn on the Module.
Only order in this status can be edited: Select order status that allows editing.
Update Invoices/Shipments/Credit Memos After Editing:
- No Change In Value: Created Invoices/ Shipments/ Credit Memos will not be changed when the order is updated.
- Create new offline invoice and cancel Invoices/Shipments/Credit Memos: Created Invoices/ Shipments/ Credit Memos will be changed when the order is updated
  - Example: If the product quantity is updated to increase, the Ship/ Invoice button will be re-displayed for admins to create the new Ship/ Invoice for the updated quantity. If the product quantity is updated to decrease, the old Shipment/ Invoice/ Credit Memo will be canceled and the new Invoice will be created automatically; after that, the Ship/ Invoice button will be re-displayed for admins to create the new Shipment and Credit Memo.
Enable Quick Edit:
- Select Yes to display the Quick Edit button at the Edit Order page.
- When clicked, the slide popup display can edit all information at the Edit Order page.
Auto Recalculate Shipping Fee: Select Yes to auto apply the new shipping amount after updating ordered items or shipping addresses.
Enable Return Item To Stock: Select Yes to return items to stock after items are removed or the item quantity decreased.
Enable Track Order Shipping Status: Select Yes to display the Track Order Shipping Status button on the delivery created order and on the Shipment page.
- On Manage Shipment Grid: Click Actions > Add Track Shipping for Order > Popup Add Track Shipping: Admin can add Tracking Number for one or multiple Shipment at the same time.
- View Order:

2. Edit Order¶

2.1. Edit Order Information¶

From the Admin Panel, go to Sales> Orders > View Order > Edit Order, choose Edit Order Information

Order Number:
- Edit the order number, the same as the previous order.
- Do not leave the field blank.
Order Date:
- Choose the date and time of order.
- Do not leave the field blank.
Status Order: You can only change the order status in the same state.

2.2. Edit Customer Information¶

From the Admin Panel, go to Sales > Orders > View Order > Edit Order, select Edit Customer

Select: Choose to edit customer information

Customer Email:
- Edit Current Customer: show the customer email in text format, allowing you to edit customer emails.
- Change Customer: show a input ext box with Select button. Click on Select to show a filterable grid to choose one existed account on your store.
- Choose Save Information to save the information change in Customer account page.
Note: In case you choose Select = Edit Current Customer then tick to Save Information to Customer and change that customer’ s email, the sytem will generate a new customer account.

Under the Edit Customer Information Grid shown the similar fields to Magento Edit/Add New Customer:

Associate to Website: Choose the associate website with the edition of customer information. This is a required field.
Name Prefix: Edit the Prefix of customer name
First Name: Edit customer first name. This is a required field.
Middle Name/ Initial: Edit customer middle/ initial name.
Last Name: Edit customer last name. Do not leave the field blank.
Name Suffix: Edit the Suffix of customer name
Customer Group: Choose a group for customers.
Date of Birth: Fill in customer date of birth
Tax/VAT Number: Edit the tax information
Gender: Choose the customer gender
Send Welcome Email From: Choose the Magento storeview from which to send welcome email to customers when their email adress is changed.

Vertex Customer Code: Enter the code to connect to Vertex Cloud which is used to calculate tax and sales.

2.3. Edit Billing Address/ Edit Shipping Address¶

From the Admin Panel, go to Sales> Orders > View Order > Edit Order, select Edit at Edit Billing Address/ Edit Shipping Address

Display information same as Magento but Edit Order extension will show Billing and Shipping Addresses via slide popup right at that view order page.

2.4. Edit Payment Method¶

From the Admin Panel, go to Sales > Orders > View Order > Edit Order, select Edit at Payment Information

Choose the available payment method at your store.

2.5. Edit Shipping Method¶

From the Admin Panel, go to Sales > Orders > View Order > Edit Order, select Edit in the Shipping & Handling Information section

Select the Shipping Method available at the store.

2.6. Edit Items Ordered¶

From the Admin Panel, go to Sales> Orders> View Order> Edit Order, select Edit in the Items Ordered section

Choose Custom Price buttons if you want to update product prices.
Custom:
- Percent: Discount = percent of price.
- Fixed Amount: Discount = value enter to the box below
Action:
- Remove: Remove the product from the shopping cart.
To add products to cart, click Add Products > Select products > Add Selected Product(s) to Order:
Note: When changing Qty, adding product, removing product, you always need to click the Update Items and Quantities > Update.

2.7. Quick Edit¶

From the Admin Panel, go to Sales> Orders > View Order > Edit Order, select Quick Edit

Edit order and customer information

Edit Billing Address

Edit Shipping Address

Edit Items Ordered

Quick edit allows editing all order information at the same time.

3. Grid¶

3.1. Manage Logs¶

From the Admin Panel, go to Sales > Edit Order > Manage Logs

This is where the order information was edited.
From Manage Logs, admin can capture basic information such as ID, Editor, Order Number, Edited Field, Created Date, Action.
Action:
- View: Redirect to Logs page to view edited orders before.
- In addition, admin can filter, change store view, hide/ display columns.

3.2. View Logs¶

From the Admin Panel, go to Sales > Edit Order > Manage Logs, select View Logs

4. Compatible¶

4.1. Compatible with Customer Order Number¶

Order numbers will include both letters and numbers. It will be beneficial for the website, especially new websites, the number of orders is low which likely create higher reliability.

4.2. Compatible with Multiple Shipping Flat Rate¶

In addition to the Magento Shipping Method, when installing the module Multiple Shipping Flat Rate, you can create more Shipping Methods to help admin and customers have more options.

4.3. Compatible with Shipping Restriction¶

Creating the show/ hide the Shipping rule which is displayed in both the backend and frontend.

4.4. Compatible with Payment Restriction¶

Creating the show/ hide the Payment rule which is displayed in both the backend and frontend.