Due to the complexity of managing orders in Magento, this tutorial shall be divided into 4 sections as seen below:

How to Configure Magento Order Options
How to Manage Order Emails
How to Make an Order in Magento
How to Manage Orders in Magento

Section 1: How to Configure Magento Order Options

Login to your Magento administrator dashboard, and click on Stores >> Configuration (Under Settings section).

You shall see the Sales section with all the following options. We shall explain what they are here.



Sales - through this option you can configure your Checkout Totals Sort Order, allow Reorder, set logo for PDF print-outs and HTML Print View (Invoice and Packing Slip Design), set Minimum Order Amount and configure Gift Messages.

Sales Emails - You can configure different emails for Order, Invoice, Shipment and Credit Memo. More info about this can be found in the Magento order email section below;

PDF Print-outs - this option allows you to set whether or not to display the Order ID in Header for Invoice, Shipment and Credit Memo;

Tax - here you can configure different Tax options - Tax Classes, Calculation Settings, tax display settings and Fixed Product Taxes;

Checkout - this is an important option which allows you to configure your Checkout Settings, Shopping Cart and its sidebar, as well as Payment Failed Emails;

Shipping Settings - here you can configure your shipping Origin and Options;

Multishipping Settings - here you may adjust the settings for quantity and shipping to multiple addresses;

Shipping Methods - as the name suggests, here you can configure your shipping methods; the available methods are Flat Rate, Table Rates, Free Shipping, UPS, USPS, FedEx and DHL;

Google API - here you can configure your Magento for Google services - Google Analytics and Google Checkout;

Payment Methods - the most important option, here you should configure the payment methods you will accept;

Fraud Protection - in-built Signifyd extension to help detect fraudulent orders before they ship.

Section 2: How to Manage Order Emails
This is the beauty of using Magento. They have a very nice built-in email functionality called Sales Emails which allows you to manage the emails you send to your customers when an order is processed. In fact, you can even add your own email template.

Here's how you can access Sales Emails:

Login to your Magento admin area >> Stores menu >> Configuration (Under Settings) >> Sales menu on the left.

Click on Sales Emails. Here's what you're going to see once you clicked on Sales Emails.


General - here you may choose whether the emails should be sent synchronously or not;

Order and Order Comments - from here you can enable/disable email notifications your customers receive about orders and any comments you might have added to them. Here you can set the New Order Confirmation Email Sender, the New Order Confirmation Template (this will be used for registered users) and New Order Confirmation Template for Guest which will be sent to guest users. You can also set an email to receive a copy of the order email and select how the copy email should be sent - as Bcc or as a Separate Email;

Invoice and Invoice Comments - from here you can enable/disable email notifications your customers receive about invoices and any comments you might have added to these invoices. The rest of the options are the same as those for Order;

Shipment and Shipment Comments - this option allows you to enable/disable email notifications about shipments and shipment comments. Again, the rest of the options are the same as those for Order;

Credit Memo and Credit Memo Comments - from here you can enable/disable email notifications your customers receive about Credit Memos and any comments you might have added to them. Once again, the rest of the options are the same as those for Order;

Section 3: How to Make an Order in Magento

This step is very easy. You add an item to the cart, then proceed to checkout, select a checkout method, fill in some billing and shipping information, select a payment method and then place the order.

Once the order is placed, it will show up as pending in the Magento admin area >> Sales >> Orders. In the next section we'll explain how to manage these orders.

Section 4: How to Manage Orders in Magento
When a customer successfully completes the order process, you will receive a mail notification about the new order. You can review all your orders from Sales >> Orders.

Here is the sample screenshot of the order together with the key actions you may take or indicators you need to know:


Cancel - cancels the order;
Send Email - resends the order email to the customer;
Hold - puts the order on hold so that you can process it another time. To do that, you need to Unhold it first;
Invoice - creates an invoice of the order. You need to click Submit Invoice to create it. This will change the status of the order from Pending to Processing;
Credit Memo - this option appears only when an invoice has been created. It allows you to create an offline refund for the order;
Ship - the final step of the order management process, this is the actual delivery of the product. You need to click Submit Shipment to finalize the order. Its status will be changed from Processing to Complete;
Reorder - allows you to submit the order again;
Edit - this will cancel the current order and create a new one with the same details which you can then edit and submit again;
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