Edit Order

Overview

Currently, Magento 2 only allows editing Customer Information and Address Information on the view order page. If you want to edit other information, you must go to the separate Edit Order page, then the old order will automatically be canceled, and a new order will be created. Also, admins can only edit other information (besides Customer and Address Information) when Order is Pending.

With Mageplaza Edit Order, editing is easier than ever. This extension allows admins to edit information right at the order view page via slide popup without having to switch to another link. Quick Edit action is integrated to be able to edit all order information at the same time. In addition, this module automatically recalculates the shipping fee if the order information changes and returns the item to stock if the item is in the order.

Magento 2 Edit Order is fully compatible with Customer Order Number, Multiple Shipping Flat Rates, Shipping Restrictions, and Payment Restrictions.

Outstanding Features

	Outstanding Features	Description
1	Ensure order information is accurate	Edit Payment Method: Choose a new payment method from a convenient popup list. Edit Shipping Method: Select a new shipping method via an intuitive popup list. Edit Tracking Number: Update tracking numbers directly for better shipment tracking. Edit Shipping Fee: Adjust shipping fees (excluding tax) as needed. Edit Shipping Tax Percentage: Modify the shipping tax percentage for accurate billing. Edit Shipping Discount: Apply or update shipping discounts to orders. Edit Order Number: Update the order number for better tracking or corrections. Edit Order Date: Adjust the order date to reflect accurate timing. Edit Order Status: Change the order status to align with its current processing stage. Add or Remove Items: Easily include or exclude items from the order. Update Product Price: Adjust product prices as needed. Modify Item Quantity: Increase or decrease the quantity of items in the order. Update Tax: Correct or update tax amounts for the order. Adjust Discount: Apply or change discounts to reflect accurate pricing. Auto Show New Total Fee: Automatically calculate and display the new total fee after adjustments. Edit Billing Address: Easily update customer details such as name, company, address, phone number, zip/postal code, and VAT number. Edit Shipping Address: Modify shipping details, including recipient name, company, address, phone number, zip/postal code, and VAT number.
2	Enhance the shopping experience and drive sales for your store	View Editing Information: Access detailed logs including ID, editor, order number, overview of changes, creation date, and actions taken. Access Order View Page: Easily navigate back to the order view page for re-editing or further adjustments. Edit or Change Customer: Select and update current customer details or switch to a different customer. Update Customer Information: Modify name prefix, suffix, middle name/initial, customer group, email, first name, last name, date of birth, VAT number, tax number, and gender. Create Account for Guest: Convert guest orders into customer accounts for future convenience. Edit All Order Information: Make comprehensive changes to order details efficiently through a user-friendly Quick Edit pop-up.

Installation Guide

We offer two methods for installing our plugins: the Copy & Paste method and the Composer method. Please follow the detailed instructions provided below.

Method 1: Installation via Copy & Paste

To install our plugins using the Copy & Paste method, kindly follow the instructions at the link below:

How to Install Magento 2 Extension via Copy & Paste

Method 2: Installation via Composer

Composer name: mageplaza/module-edit-order

To install our extensions using Composer, please refer to the comprehensive guide at the link below:

How to Install Magento Extension via Composer

By following these guides, you can ensure that the installation process is handled correctly, allowing you to fully utilize the features and benefits of our plugins.

Module Update Guide

Keeping your module updated ensures optimal performance. Follow one of these steps to update your module:

1. By Account Dashboard: Log in to your Mageplaza account > go to the My Licenses section > click on the Download button > choose the latest version from the popup.
2. By composer: Kindly use the following commands to update the module via composer

composer require mageplaza/mageplaza/module-edit-order
php bin/magento setup:upgrade
php bin/magento setup:di:compile

Updating a module by Composer ensures efficient dependency management, version control, and integration with development tools, making the process faster and more reliable.

How to Configuration

From the Admin Panel, go to Stores > Settings > Configuration > Mageplaza Extensions > Edit Order

1. Configuration

From the Admin Panel, go to Stores > Setting > Configuration > Mageplaza Extensions > Edit Order, select General

• Enable: Select Yes to turn on the Module.

• Only order in this status can be edited: Select order status that allows editing.

• Update Invoices/Shipments/Credit Memos After Editing:

  • No Change In Value: Created Invoices/ Shipments/ Credit Memos will not be changed when the order is updated.
  • Create new offline invoices and cancel Invoices/Shipments/Credit Memos: Created Invoices/ Shipments/ Credit Memos will be changed when the order is updated
    • Example: If the product quantity is updated to increase, the Ship/ Invoice button will be re-displayed for admins to create the new Ship/ Invoice for the updated quantity. If the product quantity is updated to decrease, the old Shipment/ Invoice/ Credit Memo will be canceled and the new Invoice will be created automatically; after that, the Ship/ Invoice button will be re-displayed for admins to create the new Shipment, and Credit Memo.

• Enable Quick Edit:

  • Select Yes to display the Quick Edit button on the Edit Order page.
  • When clicked, the slide popup display can edit all information on the Edit Order page.

• Auto Recalculate Shipping Fee: Select Yes to auto-apply the new shipping amount after updating ordered items or shipping addresses.

• Enable Return Item To Stock: Select Yes to return items to stock after items are removed or the item quantity is decreased.

• Enable Track Order Shipping Status: Select Yes to display the Track Order Shipping Status button on the delivery created order and on the Shipment page.

  • On Manage Shipment Grid: Click Actions > Add Track Shipping for Order > Popup Add Track Shipping: Admin can add Tracking Number for one or multiple Shipment at the same time.

  

  

  • View Order:

  

2. Edit Order

This feature helps streamline order management, enhance accuracy, and improve overall efficiency in handling orders.

2.1. Edit Order Information

Allows admins to update and correct any details related to the order itself. This can include the order status, custom notes, and any specific order-related instructions. It ensures that order information is accurate and up-to-date, which is crucial for both order processing and customer service.

From the Admin Panel, go to Sales> Orders > View Order > Edit Order, choose Edit Order Information

• Order Number:
  • Edit the order number to match the previous order.
  • Do not leave the field blank.
• Order Date:
  • Choose the date and time of order.
  • Do not leave the field blank.
• Status Order: You can only change the order status in the same state.

2.2. Edit Customer Information

Provides the ability to update customer details such as name, email, and contact information. This feature is essential for maintaining accurate customer records and ensuring that all communications and shipments reach the customer correctly.

From the Admin Panel, go to Sales > Orders > View Order > Edit Order, select Edit Customer

• Select: Choose to edit customer information

• Customer Email:

  • Edit Current Customer: show the customer email in text format, allowing you to edit customer emails.
  • Change Customer: show an input text box with a Select button. Click on Select to show a filterable grid to choose one existing account on your store.
  • Choose Save Information to save the information change on the Customer account page.

• Note: In case you choose Select = Edit Current Customer then tick Save Information to Customer and change that customer's email, the system will generate a new customer account.

  

  Under the Edit Customer Information Grid shown the similar fields to Magento Edit/Add New Customer:

• Associate to Website: Choose the associate website with the edition of customer information. This is a required field.

• Name Prefix: Edit the Prefix of customer name

• First Name: Edit customer first name. This is a required field.

• Middle Name/ Initial: Edit customer middle/ initial name.

• Last Name: Edit customer last name. Do not leave the field blank.

• Name Suffix: Edit the Suffix of the customer's name

• Customer Group: Choose a group for customers.

• Date of Birth: Fill in customer date of birth

• Tax/VAT Number: Edit the tax information

• Gender: Choose the customer gender

• Send Welcome Email From: Choose the Magento storeview from which to send welcome emails to customers when their email addresses are changed.

• Vertex Customer Code: Enter the code to connect to Vertex Cloud, which is used to calculate taxes and sales.

2.3. Edit Billing Address/ Edit Shipping Address

Enables changes to billing and shipping addresses associated with an order. This is important for correcting address errors that can lead to shipment issues and ensuring that customers receive their products at the correct location.

From the Admin Panel, go to Sales> Orders > View Order, select Edit at Edit Billing Address/ Edit Shipping Address

Display information the same as Magento, but the Edit Order extension will show the Billing and Shipping Addresses via slide popup right at that view order page.

2.4. Edit Payment & Shipping Method

Allows modification of the payment method and shipping method for an order. This can be useful if a customer requests a change after placing an order or if there was an error in the original selection. It helps provide flexibility and accommodate customer needs.

From the Admin Panel, go to Sales > Orders > View Order, select Edit at Payment Information

Choose the available payment method at your store.

2.5. Edit Items Ordered

Facilitates the addition, removal, or modification of items in an order. This is particularly useful for handling customer requests for changes to their order, correcting order entry mistakes, and managing stock availability issues.

From the Admin Panel, go to Sales> Orders> View Order, select Edit in the Items Ordered section

• Choose Custom Price buttons if you want to update product prices.

• Custom:

  • Percent: Discount = percent of price.
  • Fixed Amount: Discount = value enter to the box below

• Delete: Remove the product from the shopping cart.

• New updates: Users are not allowed to “Update order” if not “Update product and quantities” after changing content inside Items Ordered.

• Note: When changing Qty, adding a product, or removing a product, you always need to click the Update Items and Quantities > Update.

2.6. Quick Edit

Provides a streamlined interface for making rapid changes to order details without navigating through multiple screens. This feature improves efficiency for administrators who need to make frequent or minor adjustments to orders.

From the Admin Panel, go to Sales> Orders > View Order, select Quick Edit

Edit order information

Edit Account Information

Edit Billing Address

Edit payment method

Edit Shipping Address

Edit Shipping Method

Edit Items Ordered

Quick edit allows editing all order information at the same time.

3. Grid

This feature ensures comprehensive tracking of changes and facilitates efficient order management.

3.1. Manage Logs

Allows admins to oversee and manage logs of all changes made to orders. This is crucial for maintaining a transparent record of modifications, which aids in tracking changes and resolving any disputes or issues that may arise.

From the Admin Panel, go to Sales > Edit Order > Manage Logs

• This is where the order information was edited.
• From Manage Logs, the admin can capture basic information such as ID, Editor, Order Number, Edited Field, Created Date, and Action.
• Action:
  • View: Redirect to the Logs page to view edited orders before.
  • In addition, the admin can filter, change store view, and hide/ display columns.

3.2. View Logs

Offers view-only access to the logs of order changes, providing a historical record of all modifications made. This feature ensures accountability and helps audit and troubleshoot any problems related to order processing.

From the Admin Panel, go to Sales > Edit Order > Manage Logs, select View Logs

4. Compatible

4.1. Compatible with Customer Order Number

Order numbers will include both letters and numbers. It will be beneficial for the website, especially new websites, as the number of orders is low, which likely creates higher reliability.

4.2. Compatible with Multiple Shipping Flat Rate

In addition to the Magento Shipping Method, when installing the module Multiple Shipping Flat Rate, you can create more Shipping Methods to give admins and customers more options.

4.3. Compatible with Shipping Restriction

Create the show/ hide the Shipping rule, which is displayed on both the backend and frontend.

4.4. Compatible with Payment Restriction

Create the show/ hide the Payment rule, which is displayed on both the backend and frontend.

4.5. Compatible with One Step Checkout

FAQs

How to change the order sequence in Magento 2?

Go to Sales > Orders > choose the order you want to edit > click View button of that order. Press Edit in the Order & Account Information section and change the Order Number.

Does this extension allow us to recalculate shipping charges after the order update?

Yes! If you change any information related to the shipping fee, the system will automatically recalculate the fee for you.

What extension would work well with Magento 2 Edit Order?

To improve the module efficiency, you can consider the following extensions: One Step Checkout, Shipping Restriction, and Custom Order Number.

Maintenance

Troubleshooting Articles

For common issues and their fixes, refer to these articles:

How to update orders easily with Magento 2 Edit Order?

Support and Assistance

1. Customer Support

For any assistance, please visit our Support page or email us at cs@mageplaza.com/ sales@mageplaza.com

2. Create a Ticket

If you have technical issues, please open a ticket at this link.

3. Operating Hours

Our support team is available during the following hours:

• Monday to Friday: 8:00 AM - 23:59 PM
• Saturday: 8:00 AM - 12:00 PM
• Sunday: Closed

4. Refund Policy

We understand that sometimes things don't go as planned. Please review our refund policy for detailed information: Refund Policy Link

5. Frequently Asked Questions (FAQ)

For quick answers to common questions, please visit our FAQ page: FAQ Page Link