Magento Support: How to Fulfill an Order

Order Fulfillment

When the order is placed, a sales order is created as a temporary record of the transaction. In the Orders list, sales orders are shown with a status of “Pending,” and can be canceled at any time until the payment is processed. After payment confirmed, the order can be invoiced and shipped. Topics in this section:

  • Order Workflow
  • Order Status
  • Invoice an Order
  • Ship an Order
  • Transactions

Order Workflow

order-workflow

Order Status

All orders have an order status that is associated with a stage in the order processing workflow. You can see the status of an order by clicking the control at the top of the Status column.

order-status

Your store has a set of predefined order status and order state settings. The state describes the position of an order in the workflow.

Order Status and State

Order Status: Cancelled
Order State: New

Order Status: Cancelled Ogone
Order State: Pending Payment

Order Status: Closed
Order State: Processing

Order Status: Complete
Order State: Complete

Order Status: Decline Ogone
Order State: Closed

Order Status: Suspected Fraud
Order State: Cancelled

Order Status: On Hold
Order State: On Hold

Order Status: Payment Review
Order State: Payment Review

Order Status: PayPal Cancelled Reversal

Order Status: PayPal Reversed

Order Status: Pending

Order Status: Pending Ogone

Order Status: Pending Payment

Order Status: Pending PayPal

Order Status: Processed Ogone Payment

Order Status: Processing

Order Status: Processing Ogone Payment

Order Status: Waiting Authorization

Invoice an Order

An invoice is a record of the receipt of payment for an order. Creating an invoice for an order converts the temporary sales order into a permanent record of the order, which cannot be canceled. A new invoice page looks similar to a completed order page, with some additional fields that can be edited. Every activity that is related to an order is noted in the Comments section of the invoice.

sales-order-invoice

Multiple invoices can be created for a single order, and each can include as many or as few of the purchased products that you specify. Invoices can be generated for a single order, or for a batch of orders. The payment method determines which invoicing options can be used for the order. For payment methods with Payment Action set to “Authorize and Capture,” the Invoice button does not appear.

Before an invoice can be printed, the invoice must first be generated for the order. To view or print the PDF, you must have a PDF reader. You can download Adobe Reader at no charge.

invoice-full

To Invoice an Order:

  1.  On the Admin menu, select Sales > Orders.
  2. In the list, find the “Pending” order, and click to open the record.
  3. If the items are ready to ship, you can create a packing slip for the shipment with the invoice. To create a packing slip, do the following:
    1. In the Shipping Information section, select the Create Shipment checkbox.
    2. To include a tracking number, click the Add Tracking Number button and enter the Carrier, Title, and Number.
      invoice-shipping-information
  4.  To make a partial invoice scroll down to the items to Invoice section, and enter the Qty to Invoice for each item.
  5. Under the Invoice History menu, in the Invoice Comments section, complete the comments as needed. Then, in the Invoice Totals Section, select the Append Comments checkbox to add the comments to the invoice.
  6. Select the Email Copy of Invoice checkbox to send a copy of the invoice to your customer.
  7. Do one of the following:
    • Click the Submit Invoice button to process the invoice and capture the sale.
    • If your store requires that you ship before invoicing, chick the Ship button, complete the shipping information and submit the shipment. When that is complete, you can finish the invoicing steps.

Payment Actions

Payment Action: Capture Online
Description: When the invoice is submitted, the system captures the payment from the third-party payment gateway. You have the ability to create a credit memo and void the invoice.

Payment Action: Capture Offline
Description: When the invoice is submitted, the system does not capture the payment. It is assumed that the payment is captured directly through the gateway, and you no longer have the option to capture this payment through Magento. You have the ability to create a credit memo, but you do not have the option to void the invoice. (Even though the order used an online payment, the invoice is essentially an offline invoice.)

Payment Action: Not Capture
Description: When the invoice is submitted, the system does not capture the payment. It is assumed that you will capture the payment through Magento at a later date. There is a Capture button in the completed invoice. Before capturing, you are able to cancel the invoice. After capturing you are able to create a credit memo and void the invoice.

Do not select Not Capture unless you are certain that you are going to capture the payment through Magento at a later date. You will not be able to create a credit memo until the payment has been captured using the Capture button.

Ship an Order

An order that has been paid, but is awaiting shipment has the “Processing” status. The shipment record contains a detailed history of the fulfillment process associated with the order. Partial shipments can be made until the order is fulfilled.

invoice-ship

To Ship an Order:

  1. On the Admin menu, select Sales > Orders.
  2. In the Orders list, click to open the order to be shipped.
  3. In the upper-right corner, click the Ship button.
  4. If you need to update the billing or shipping address, click the Edit link in the upper-right corner of the section. Make the necessary changes, and click the Save Order Address button.
  5. To have the carrier generate a shipping label, select the Create Shipping Label checkbox. Then, do the following:
    1. To add a tracking number, scroll down to the Shipping Information section, and click the Add Tracking Number button.
    2. Do one of the following:
      • Select the Carrier, and enter the tracking Number.
      • Set Carrier to “Custom Value.” Enter a Title for the custom carrier, and enter the tracking Number.
        shipment-shipping-information
  6. To make a partial shipment, scroll down to the items to Ship section, and enter the Qty to Ship for each item.
  7. To notify customers by email of the shipment, do the following:
    1. Enter any comments you would like to include in the Shipment Comments box.
    2. To include the comments in the notification email that is sent to the customer, select the Append Comments checkbox.
    3. To send a copy of the shipment email to yourself, select the Email Copy of Shipment checkbox. The status of an invoice email appears next to the invoice number of the completed invoice as either sent or not sent.
  8. When complete, click the Submit Shipment button. The status of the order changes from “Processing” to “Complete.”

To View the Shipment Detail:

  1. On the Admin menu, select Sales > Shipments.
  2. Find the shipment in the list, and click to open the record.
  3. If you want to add a comment to the order, scroll down to the Comments History section, and enter the comment in the box.
    • To send the comment to the customer by email, select the Notify Customer by Email Checkbox.
    • To post the comment in the customer’s account, select the Visible on Frontend checkbox.
  4. Click the Submit Comment button.

Review Transactions

The Transactions page lists all payment activity that has taken place between your store and external payment systems, and provides access to detailed information about each transaction.

To View Transactions:

On the Admin menu, select Sales > Transactions.

admin-menu-sales-transactions

 If you have any questions about how to fulfill an order, do not hesitate to contact us.

 
Magento Hosting
 
Contact us
 
Facebook
 

Leave a Reply