Processing orders in Magento

Magento Orders – with Magento orders your customers are able to make online orders via webshop or to create orders from admin control panel. Once a customer makes an order, e-mail will be sent to the customer with the sales order made on your store.

You can review the orders from your store in admin control panel:

Sales > Orders

At this stage, the order is just a temporary record. When it’s created, you will be able to Cancel, Hold, Unhold, Print invoices, etc.

Sales => Orders => Select an order => Action => Submit

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  • Cancel – this option will cancel the selected Orders when you press the “Submit” button

  • Hold – this option will set the Order status of all selected orders to “On Hold”

  • Unhold – this option will set the Order status of all selected orders back to the status they held prior to being put “On Hold”

  • Print Invoices – this option will open a .pdf file containing all invoice information for all invoices associated to all selected orders

  • Print Packing Slips – this option will open a .pdf file containing all shipment information for all shipments associated to all selected orders

  • Print Credit Memos – this option will open a .pdf file containing all credit memo information for all credit memos associated to all selected orders

  • Print All – this option will open a .pdf file containing all invoice, shipment and credit memo information for all invoices, shipments and credit memos associated to all selected orders

You can edit any order that you find incorrect, by selecting Sales => Orders => Select the order you wish to edit

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Magento Invoices – an invoice is a record of itemizing statement of money owed for goods shipped or services rendered within your store functionality, if you accept any online payment (e.g. PayPal, Wire transfer, etc.) the invoice will be created concurrently and there will be no need for any confirmation from your side.

Sales => Invoices

You are able to save the invoices as .pdf files on your computer.

Sales => Invoices => Select an invoice => Action => Submit

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Magento Shipment / Deliveries – you are able to create a shipment once an order has been made and paid. The shipment record represents the order which has been shipped to the customer.

Sales => Shipment / Deliveries

 

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Credit Memo – you are able to create a credit memo, in the case of any refunds to customers. You can refund to any customer who had successfully ordered and was then invoiced.

Sales => Credit Memo

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All records such as Orders, Invoices, Shipments and Credit Memos have an e-mail template, which will be sent to customers as notifications.

You can edit this template or customize it with your own design theme. To edit this e-mail template, sign in to admin control panel first.

System => Transaction E-mails

Good luck! Source

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