Magento 2 is one of the most popular e-commerce platforms in the market, thanks to its advanced features and customization options. One of the key features of Magento 2 is its ability to manage partial orders, which allows online merchants to process payments, fulfill orders, and ship products in multiple stages. In this article, we will explain how to manage partial orders in Magento 2.
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What is a Partial Order?
A partial order is a sales order that is partially fulfilled. This can happen for various reasons, such as a product being out of stock, a customer requesting a partial shipment, or a delay in processing payment. In such cases, merchants may choose to fulfill part of the order and keep the remaining items for later. Magento 2 provides a flexible system for managing partial orders, which enables merchants to process payments and shipments in multiple stages.
Enabling Partial Orders in Magento 2
By default, Magento 2 has partial orders enabled. However, if you have disabled them or are setting up a new store, you need to ensure that partial orders are enabled in the configuration settings. To enable partial orders, go to Stores > Configuration > Sales > Sales > Orders, and set the "Allow Partial Orders" option to "Yes". This will allow you to create and manage partial orders in Magento 2.
Creating a Partial Order in Magento 2
To create a partial order in Magento 2, follow these steps:
- Log in to your Magento 2 admin panel and go to Sales > Orders.
- Click on the "Create New Order" button on the top right corner of the screen.
- Select the customer for whom you want to create the partial order.
- Add the products that you want to include in the partial order.
- Specify the quantity of each item that you are going to ship in this partial order.
- Click on the "Submit Order" button to save the partial order.
Once you have created the partial order, you can see it in the order list with the "Partial" status. By default, the order status is set to "Incomplete" until all the items are shipped and the order is completed.
Processing a Partial Order in Magento 2
Processing a partial order in Magento 2 involves several steps, including payment, shipment, and invoicing. Here’s a step-by-step guide to processing a partial order in Magento 2:
- Click on the partial order that you want to process.
- Click on the "Invoice" button to create an invoice for the items that are being shipped.
- Verify the invoice details and click on the "Submit Invoice" button to finalize the payment.
Magento 2 allows you to create multiple invoices for a single order, which is useful when you want to process payments in multiple stages.
- Click on the partial order that you want to ship.
- Click on the "Ship" button to create a shipment for the items that are being shipped.
- Specify the shipment details, such as the carrier and tracking number.
- Verify the shipment details and click on the "Submit Shipment" button to finalize the shipment.
Magento 2 allows you to create multiple shipments for a single order, which is useful when you want to ship products in multiple stages.
- Click on the completed partial order that you want to invoice.
- Click on the "Create Credit Memo" button to create a credit memo for the items that are being refunded.
- Specify the credit memo details, such as the reason for the refund and the amount to be refunded.
- Verify the credit memo details and click on the "Create Credit Memo" button to finalize the refund.
Magento 2 allows you to create multiple credit memos for a single order, which is useful when you want to process refunds in multiple stages.
Managing partial orders in Magento 2 is a useful feature for online merchants who want to process payments, shipments, and refunds in multiple stages. By enabling partial orders and following the steps outlined in this article, you can create, process, and manage partial orders in Magento 2 with ease. Whether you are selling physical products or digital goods, Magento 2 provides a flexible system for managing partial orders that can help you streamline your e-commerce operations and improve your bottom line.