Anyone doing business on Magento knows how challenging it can be to modify orders in case changes are required. We never forget that there is a human factor — mistakes, typos, and misspellings can be made and need to be taken care of.
But how can you edit Magento orders if the out-of-the-box functionality does not allow store admins to modify orders without canceling them?
You’ll need a third-party extension.
This article focuses on highlighting the list of nice-to-have features required to modify any order details in Magento.
Must-Have Features for Magento Order Editing
Every business is unique, including yours! Clearly, you will likely have different feature requirements when running a business on Magento. Nevertheless, the nice-to-have toolbelt will likely be similar and include the following features:
Editing Multiple Order Details
First things first:
The primary goal of any Magento order editor solution is to allow you to modify any blocks for your orders. These blocks include the following details:
- Customer information. An extension should allow you to edit the email address, customer group, and first and last names.
- Order information. With a module, you can quickly edit the order status and change its date and state.
- Payment details. It happens that the customer wishes to change their payment method after placing an order. Say they choose to pay by cash on delivery or some other custom payment method (which you can actually add in such instances).
- Shipping and handling details. A Magento 2 Order Editor should allow editing a shipping method and setting custom shipping costs (including rates and taxes).
- Billing and shipping details. There can be many reasons behind needing to edit such details. The customer made an error, a typo, chose to send a gift straight to the gift’s receiver, and more.
- Comments. Do you like leaving comments on your orders? As some of them can be displayed, the ability to modify such comments would bring so much-needed convenience.
Image credit: Mageworx Order Editor
Deleting Orders
This is a simple yet extremely handy feature.
When would you want to delete your orders from the Magento 2 backend?
All orders are important indeed. However, there are scenarios when orders, invoices, shipments, and credit memos may become unwanted. For example, they can be a variety of test orders created to check your website’s operation or for other business-specific reasons.
Webhooks
The popularity of webhooks is picking up steam. Webhooks is the capability to transfer data (similarly to APIs).
When it comes to order editing in Magento, the functionality can be handy if required to quickly send data about your modifications and keep the team posted.
Alternatively, with webhooks, store managers can quickly send over which items get added or removed from the orders.
Online Reauthorization
It happens that payment details editing (and other modifications) can affect the final order amount. Then, receiving the payment difference back can come in handy and have a positive effect on how the customers feel about your brand.
(No news, when we talk money, no person is ready to wait or receive justifications for some detentions).
Let’s break it down with an example:
Your customer has their PayPal credentials saved to Magento Vault.
So if they choose or request some edits to the order, the customers will quickly receive the difference in the cost as a new transaction (thanks to the online reauthorization feature).
More Useful Features
As no business is made similar, there are a host of features your admins may require to enjoy order management and editing.
Here’re some ideas for you to consider:
- Order editing via REST API
- WYSIWYG editor for more order editing options
- Compatibilities with as many as possible payment methods (Klarna, e.g.)
- Order edit logs to monitor which and what changes were made to an order
- Different color highlights for orders in the grid
- Adding different items to the orders grid to quickly comprehend the required order details without having to click View more information on the order
Wrap Up
Having the possibility to manage orders quickly and efficiently is an indispensable part of a store admin’s daily activities. With regard to the limitations of the default platform, opting for a third-party extension is the quickies and the most cost-efficient way to benefit from editing Magento orders effortlessly.
In this article, we’ve listed features that we believe are a must-have when it comes to editing Magento 2 orders. We hope they will help you find a Magento module that complements your business’s needs in full.
Is there any feature missing on our list? In the comments field below, please take a moment to share which other order editing functionality your business is currently missing.
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