Magento Solution Specialist – Content Area 3.6: Order Processing

This content area deals with how orders are processed in the backend. Covered will be some payment methods how to set them up and what some of their unique features are. We’ll also take a look at what we can do with an order once it has been submitted, and what the states are for the orders. We’ll also scratch the surface on how Magento handles partial payments and partial shipments.

I’d also suggest taking a look at how the different Paypal options are setup and spend some time creating some test orders and processing them in a test backend to see how everything works together.

1. When an order is saved in the Magento database, what triggers a confirmation email to a customer who pays using PayPal Express? (Logging in to the PayPal account? Clicking the Checkout button? Clicking the Purchase button?)

Clicking the purchase button will complete the order and send the confirmation email to the customer.

2. When editing a pending order, what order data can be changed?

In the backend, the Billing and Shipping Address can be changed.
ShippingInfo
Additionally, A gift message can be added.
giftMessage
And lastly, a comment can be added.
orderupdate

If the Edit button on top of the order screen is selected, the original order will be canceled but allow a new order with updated information to be placed.

3. What are the different order statuses available in Magento and how can they be managed by a store owner?

To get to the lists of order statuses, we go to

System -> Order Statues orderstatuses
The default list consists of

  • Processing
  • Processed Ogone Payment
  • Pending Payment
  • Pending Ogone
  • Suspected Fraud
  • Payment Review
  • Pending
  • On Hold
  • Complete
  • Closed
  • Canceled
  • Declined Ogone
  • PayPal Canceled Reversal
  • Cancelled Ogone
  • Processing Ogone Payment
  • PayPal Reversed
  • Pending PayPal
  • Waiting Authorization

These order status are mapped to order states — they’re basically a more descriptive option of the order states.

orderstates

4. What are the different methods of creating an order in Magento: One Page Checkout, Multiple Address Checkout, Backend Create Order, Web Service API, Order Import, Other?

This is one of the questions that seems to answer itself although reorder is missing from this list.

5. Does Magento native logic allow for partial shipment or partial payment of an order, and if so, what are the conditions for using the functionality?

Partial Payments

Yes, but the payment type has to allow for partial capture. Using Authorize.Net as an example, there is an option to enable partial capture in

System -> Configuration -> Payment Methods -> Authorize.net:
AuthNetpartialAuth

You can partially capture the order amount from the Authorize.Net merchant account. However, Authorize.Net does not allow for the remaining amount to be captured. In the case of a partial capture from Authorize.Net, no invoice or transaction is created in Magento for the order.

Magento User Guide Page 672

If you would like to ship a part of an order and only charge that amount, that can be done with Paypal Payments Pro.

An order can be voided online at any time until the order amount is fully invoiced. If required, the order can be online partially invoiced for a specified quantity of products. For each partial invoice submitted through the PayPal payment system, a separate transaction record with a unique ID and of the Capture transaction type will become available on the Transaction tab, and a separate invoice document will be created on the Invoices tab. The payment transaction of the type “Authorization” is closed only after the full order amount is captured.

Magento User Guide Page 632

If the payment type allows, it is possible to invoice for only selected line items and create shipments for them.
PartialPyament

Partial Shipments

While viewing our order if we click on

Ship, it is also possible to create a shipment for an item before invoicing for it (or after if the item has already been invoiced). We can select the quantity of the times that should be shipped.
partialShip2
By | 2017-08-19T17:57:17+00:00 December 12th, 2015|Categories: Magento, MCSS|Tags: , |

About the Author:

Jason is a Magento Certified Solution Specialist and has been working with Magento for a few years - both with Enterprise and Community Editions.