Lily Kholar's blog : Managing Orders Efficiently in Magento 2: Editing Orders, Custom Order Status, and Order Tracking

Efficient order management is crucial for the smooth operation of any eCommerce store. With Magento 2, you have powerful tools at your disposal to manage orders effectively, including the ability to edit orders, create custom order statuses, and provide order tracking for customers. This comprehensive guide will walk you through the process of editing orders, setting up custom order statuses, and enabling order tracking to streamline your order management workflow.

Editing Orders in Magento 2

In Magento 2, editing orders allows you to make changes to existing orders, such as modifying items, updating quantities, or changing shipping details. While Magento does not provide a built-in feature for directly editing orders after they are placed, there are several methods you can use to achieve this:

1. Cancelling and Reordering

1. Cancel Order: Cancel the original order that needs editing.
2. Create New Order: Manually create a new order with the updated items or details.

2. Using Extensions

1. Order Management Extensions: Install third-party extensions that offer advanced order management features, including order editing capabilities.
2. Custom Development: Develop custom solutions tailored to your specific editing requirements.

Creating Custom Order Statuses in Magento 2

Custom order statuses allow you to categorize orders based on their status in the fulfillment process, providing better visibility and organization. Here’s how you can create custom order statuses in Magento 2:

1. Define New Order Statuses

1. Access Order Status Settings: Navigate to Stores > Settings > Order Status.
2. Create New Statuses: Click on Create New Status and define the new order status, including its label, code, and state.

2. Assign Statuses to State

1. Associate with State: Assign the new order status to a specific state (e.g., Processing, Complete) based on your workflow requirements.
2. Save Configuration: Save the changes to apply the new custom order status.

3. Update Order Statuses

1. Update Existing Orders: Once custom order statuses are created, you can update existing orders to reflect the appropriate status.

Enabling Order Tracking in Magento 2

Order tracking provides customers with real-time updates on the status and whereabouts of their orders, enhancing transparency and customer satisfaction. Here’s how you can enable order tracking in Magento 2:

1. Shipping Carriers Integration

1. Select Shipping Carriers: Choose the shipping carriers you work with (e.g., UPS, FedEx, USPS) and integrate them into your Magento 2 store.
2. Enable Tracking: Configure the shipping carrier settings to enable order tracking for customers.

2. Order Tracking Extensions

1. Install Extensions: Install third-party order tracking extensions from the Magento Marketplace that provide additional tracking functionalities and support for multiple carriers.
2. Customize Tracking Page: Customize the order tracking page to align with your store’s branding and provide a seamless tracking experience for customers.

3. Email Notifications

1. Automated Notifications: Set up automated email notifications to inform customers about order status updates and tracking information.
2. Customize Email Templates: Customize email templates to include tracking links and relevant order details.

Conclusion

Efficient order management is essential for the success of your Magento 2 store. By leveraging features like editing orders, creating custom order statuses, and enabling order tracking, you can streamline your order fulfillment process, enhance customer satisfaction, and improve overall operational efficiency. Whether you need to make changes to existing orders, categorize orders based on their status, or provide real-time tracking updates to customers, Magento 2 offers powerful tools and flexibility to meet your needs.