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Magento 2 Order Processing

In this section, we are going to discuss how an order is created by the customer and processed by admin. The customer needs to create an account on your website to place or process an order. To process an order on the frontend, follow the below steps:

On the Magento 2 web store, Go to the website http://localhost/magento2/ where the products are added. Using that Magento 2 store website, the customers can place an order for any product.

Magento 2 Order Processing

Place an order without having an account

Step 1: Add the product to the cart, which you want to add by clicking on Add to Cart button, which is given below to the product.

Magento 2 Order Processing

Note: You can directly add a product into the cart without having an account as well as place it. But while tracking your order, you must have to create an account using the same email-id, which you have used to place the order.

Step 2: Here, you can see that the product is added to the cart. Click on the shopping cart present at the top right corner and proceed to Checkout.

Magento 2 Order Processing

You can increase or decrease the quantity of the product by clicking on View and edit cart link.

Magento 2 Order Processing

Step 3: Now, you need to provide the details in the shipping address and choose the Shipping Method. Click on the Next button to proceed.

Magento 2 Order Processing

Step 4: Choose your preferred payment method and click on the Place Order button. We choose the Cash on Delivery (COD) method here.

Magento 2 Order Processing

Step 5: Order is done successfully. Continue shopping or sign up to track your order status.

Magento 2 Order Processing

Place order after creating an account

Step 1: If you are a new customer, then you need to sign up. Click on the Create new account present on the top-right corner and create a new account.

Magento 2 Order Processing

Step 2: Provide the required details in the given fields and click on the Create an Account button to submit details.

Magento 2 Order Processing

Step 3: You have successfully registered on the website.

Magento 2 Order Processing

Step 4: Now, after creating the account, come back to the home page and add the products into the cart, which you want to order.

Magento 2 Order Processing

Step 5: Here, you can see that the product is added to the cart. Click on the shopping cart present at the top right corner and proceed to Checkout.

Magento 2 Order Processing

Note: You can even edit the quantity of the product by clicking on the View and Edit Cart button.

Step 6: Now, provide the shipping address to place your order, where you want to ship it, and also choose the Shipping Method. Click on the Next button to proceed.

Magento 2 Order Processing

Step 7: Choose your preferred payment method and click on the Place Order button.

Magento 2 Order Processing

Order is placed successfully. Now continue shopping or tracking your order status.

Magento 2 Order Processing

To check this order, Go to Sales >> Orders in the backend of Magento 2. Earlier, when we set up the basic configuration for Magento 2, we saw that we enabled asynchronous indexing for our orders. So, we are unable to see the orders here until unless our indexing is done.

Magento 2 Order Processing

If the record is not found, then Go to Stores >> Configuration.

On the left navigation bar, click on the Developer under the Advanced tab.

Magento 2 Order Processing

Now, explore the Grid Settings section. Clear the Use System Value and set Disable to the Asynchronous indexing field. Click on the Save Config button.

Magento 2 Order Processing

Go to Cache Management and clear the Cache as well, and refresh the page again.

Magento 2 Order Processing

Again go to Sales >> Orders on the Magento 2 navigation bar. You can see that the list of orders is now visible on the page. By default, order status is Pending.

Magento 2 Order Processing

Click on the View link corresponding to the order, for which you want to see the order's information and process it. Here, we will view and process the order number #000000004, which is currently in Pending status.

Magento 2 Order Processing

Here, you will see the detailed information of the order and customer account, billing address, payment & shipping method, item ordered, and order total, etc.

Magento 2 Order Processing

By default, Magento 2's order processing consists of two steps:

  1. Invoicing
  2. Shipping

Firstly, we will go to the invoice and then shipping. So, click on the Invoice. We are going to invoice for all the items. So, we can increase and reduce the items if needed.

Magento 2 Order Processing

Scroll down and give invoice comments as well as send an email copy of the invoice to the customer, if you want. Click on the Submit Invoice button to create the invoice.

Magento 2 Order Processing

When the invoice is created, Go to the order list once again by navigating to Sales >> Orders to check the order status. By default, the order status was Pending, which is now changed to Processing after creating the invoice for order number #000000004.

Magento 2 Order Processing

Now, the next step is Shipping. Click on the View action corresponding to order #000000004. Go to the ship for the same order #000000004, which is now in Processing state and create the shipment for the order on the same page.

Magento 2 Order Processing

Scroll down and add a tracking number to track the order under the Payment and Shipping Method section.

Click on the Add Tracking Number button. Add the tracking information here, such as - Carrier, Title, and Number.

Magento 2 Order Processing

On the same page, you can provide the shipment comment in the comment section and send an email copy of the shipment to the customer by marking the checkbox if you want. Otherwise, leave it as it is and click on the Submit Shipment button and move ahead to complete the order.

Magento 2 Order Processing

The shipment has been created now. Back to the order list and refresh the page. You can see that the order status is now changed to Complete from the Processing state for order number #000000004.

Magento 2 Order Processing

Point to be Noted in Magento 2 Order Processing:

  • Initially, the status of the order is Pending.
  • Once you create the invoice, it will convert to the Processing state.
  • When you complete the shipment, this means the order is reached to the customer, and the state is changed to Complete.





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