Managing orders is a crucial aspect of running an ecommerce business. In Magento 2, there are several options available to manage your orders, including the ability to view, process, and update orders. This guide will walk you through the steps required to manage orders in Magento 2, ensuring that you can easily keep track of your orders in a streamlined and efficient manner.
Table of Contents
Viewing Orders
The first step in managing orders in Magento 2 is to view the existing orders. You can access the orders section by clicking on the ‘Sales’ tab in the main menu and selecting ‘Orders’.
Once you are in the orders section, you can sort the orders according to their status, including orders that are pending, processing, completed, or cancelled. You can also filter orders based on their date range, order ID, customer name, and other criteria.
Updating Orders
After you have viewed your orders, you can edit, process, or cancel them as needed. To edit an order, simply click on the order number to access the order details page. From here, you can update the order items, shipping address, and payment information.
If you need to process an order, you can click on the ‘Create New Shipment’ button to generate a shipping label and tracking number. Once the shipment is processed, you can mark the order as complete.
Alternatively, if you need to cancel an order, you can click on the ‘Cancel’ button to initiate the cancellation process. You can also add a comment to explain why the order was cancelled.
Managing Payments
Another important aspect of managing orders in Magento 2 is managing payments. You can view all payment options in the ‘Payment Methods’ section, which can be found under the ‘Sales’ tab in the main menu.
Here, you can enable or disable payment methods, as well as configure settings such as payment processing mode, fraud protection, and payment capture. You can also set up payment integrations with third-party providers such as PayPal and Stripe.
Managing Customer Accounts
Managing customer accounts is also a critical part of managing orders in Magento 2. You can view and edit customer accounts under the ‘Customers’ section, which can be found under the ‘Customers’ tab in the main menu.
From here, you can view each customer account and make updates as needed. For example, you can update the customer’s billing and shipping address, change their password, and view their order history. You can also create new customer accounts if needed.
Generating Reports
Lastly, it is important to generate reports to track your order performance and identify areas for improvement. Magento 2 provides a range of reports that can be accessed under the ‘Reports’ tab in the main menu.
Here, you can generate reports related to sales, orders, products, customers, and more. The reports provide useful insights such as revenue data, order volume, conversion rates, and customer demographics.
Conclusion
Managing orders in Magento 2 can be a complex process, but by following the steps outlined in this guide, you can streamline your processes and keep track of your order performance with ease. Whether you need to view existing orders, update orders, manage payments, or generate reports, Magento 2 offers a range of tools and features that can help you effectively manage your ecommerce business.