Magento 2 Order Management Extension

Edit placed orders in Magento 2 without canceling them

• Problem: Default Magento won't let you change most details of a placed order. To fix a wrong item, quantity or shipping method, you cancel the order and create a new one. That takes time, confuses the customer and leaves room for new mistakes.

  The default orders grid also shows little, so managers open order after order just to see what was bought and where it ships.

• Solution: Order Management lets you edit a placed order right on the order page, including orders that are already invoiced. If the total goes up, the customer gets a link to pay the difference. The orders grid gets product, billing and shipping columns, rule-based tags and a quick preview of each order, and you can merge or split orders. Custom number patterns for orders, invoices, shipments and credit memos come in the same extension.

Instead of buying an order editor, an order grid and a numbering module separately, you get all of them in one package:

Each block of the order page gets an "Edit" link. You open one section, make the changes and preview the recalculated order before you save it. Prices, taxes, discounts and shipping are recalculated by Magento's own totals, so the result matches what checkout would have produced.

What you can edit

• Items: add products (configurable, bundle and grouped ones ask for options), remove lines and change quantities, with a stock check
• Item price, tax rate and discount (an amount or a percent)
• Coupon code: apply or remove it
• Shipping method, with an optional custom shipping price
• Payment method and purchase order (PO) number
• Shipping address
• Customer name and email, or assign a guest order to a customer account
• Order status, number and date

The billing address is edited with Magento's own address link, which works as before.

Who changed what, and who is allowed to

The Order Timeline records every change: which admin made it, when, and the old and new value of each field. It covers the editor sections and also invoices, shipments, credit memos, payments and tags.

Each action has its own permission in admin roles: editing, deleting orders or invoices, mass invoicing, mass shipping, merging and splitting. Staff without the editor permission open orders in view mode.

Editing is turned off for orders in the Complete, Closed and Canceled statuses by default. You can change this list in the settings.

Customers often ask for a change after they have paid. The editor works on invoiced orders, and the money side is handled like this:

• The total goes up. The extension creates an extra payment for the difference and emails the customer a link to pay it. When the customer pays, the invoice for the difference is created automatically. You can turn the email off and send the link yourself.
• The total goes down. Refund the difference with a regular Magento credit memo, the document Magento uses for refunds.
• Invoiced items stay in the order. A line that is already invoiced is marked "Invoiced" and can't be removed, because the invoice is a financial document. Refund it with a credit memo first, then add the replacement.

Changing the payment method updates the order in Magento. The extension doesn't re-authorize or re-charge the customer's card on the payment gateway.

When a customer places several orders that should ship together, select them in the grid and merge them into one of these orders or into a new one.

• Choose the shipping address, shipping and payment methods, currency and coupon for the merged order
• Only items that haven't been invoiced or shipped are moved
• The source orders are closed with a comment and a timeline entry, and stock reservations are recalculated
• If an item can't be added, for example because it's out of stock, the merge stops and names it, so nothing is lost

Split works the other way: on the order page, pick the items and quantities that go to a new order, for example to ship in-stock items now and backorders later. You can block merging and splitting for selected order statuses.

Default Magento shows only a few columns in the orders grid. The extension adds groups of columns you can switch on in the Columns menu, and every added column can be filtered.

Mass actions for fulfillment

• Invoice selected orders at once; for payments that were only authorized (the card was checked but not yet charged), the money is captured online
• Ship selected orders at once
• Merge orders
• Assign or remove tags
• Delete orders together with their invoices, shipments and credit memos, without canceling them first

Invoices can also be deleted one by one or in bulk. Deleting is an offline operation: money isn't returned on the payment gateway.

Quick View

Click an order number in the grid to open a side panel with the items, totals, invoices and status history. Close it and click the next order, or open the full order page from the panel.

Tags mark orders that need attention, like a VIP customer, a large order or a payment flagged by the gateway.

• Each tag has its own label color and can highlight the whole row in the grid
• An order can have several tags; the priority decides which one stands out
• Filter the grid by one or several tags

Add tags by hand, or let rules add them automatically. A rule can check:

• the order: subtotal, grand total, total due, item count, status, age
• the customer: group, lifetime sales, number of orders, newsletter subscription
• billing and shipping data and product attributes
• payment details from the gateway, such as a fraud check result

Rules run when an order is saved and once more every night.

Replace Magento's plain sequential numbers with your own patterns:

• a prefix and suffix, like ORD- or -EU
• the date and time in the format you choose
• counters with their own start value, step and padding
• random digits and the store ID

Invoices, shipments and credit memos can reuse the order number with a different prefix or get their own pattern. Each store view can have a separate pattern.

If you migrate from another platform, start the counter from your last order number so the numbering continues. Turn any document type off to go back to Magento's default numbering.

See all custom order number features.

Still comparing order management extensions? Our comparison of Magento 2 order management and order editor extensions looks at price, what one purchase covers and what happens to invoiced orders, including where another extension is the better fit.