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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.

Magento 2 Edit Order is fully compatible with Customer Order Number, Multiple Shipping Flat Rates, Shipping Restrictions, and Payment Restrictions.

How to download and 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 invoices 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 on the Edit Order page.
    • When clicked, the slide popup display can edit all information on 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 is 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 an input text box with a Select button. Click on Select to show a filterable grid to choose one existing account on your store.
    • Choose Save Information to save the information change on the Customer account page.

  • Note: In case you choose Select = Edit Current Customer then tick Save Information to Customer and change that customer's email, the system 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 the customer's 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, select Edit at Edit Billing Address/ Edit Shipping Address

Display information same as Magento but Edit Order extension will show the 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, select Edit at Payment Information

Choose the available payment method at your store.

2.5. Edit Items Ordered​

From the Admin Panel, go to Sales> Orders> View 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

  • Delete: Remove the product from the shopping cart.

  • New updates: Users are not allowed to “Update order” if not “Update product and quantities” after changing content inside Items Ordered.

  • Note: When changing Qty, adding product, removing product, you always need to click the Update Items and Quantities > Update.

2.6. Quick Edit​

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

Edit order information

Edit Account Information

Edit Billing Address

Edit payment method

Edit Shipping Address

Edit Shipping Method

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, the admin can capture basic information such as ID, Editor, Order Number, Edited Field, Created Date, and Action.
  • Action:
    • View: Redirect to the Logs page to view edited orders before.
    • In addition, the admin can filter, change store view, and 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.

4.5. Compatible with One Step Checkout​