Advanced Orders Grid

User Guide

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Important Notice

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Copyright © 2015 MageWorx

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Table of Contents

1. Extension Installation………………………………………………………………… 42. General Settings ………………………………………………………………………. 5

3. Archiving Orders ………………………………………………………………………. 9

4. Deleting Orders ……………………………………………………………………… 11

5. Bulk Actions with Orders …………………………………………………………… 12

6. Support ………………………………………………………………………………… 13

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1. EXTENSION INSTALLATION

To install the extension, follow the steps below:

1. Disable the Compilation Mode (if enabled).

2. Log out of the Magento Admin Panel (if logged in).

3. Unpack the contents of the Extension folder (depending on your current Magento version) from the package file purchased from Mageworx to your Magento root folder.

4. Log into the Magento Admin Panel.

5. Go to System - Cache Management section, choose the Refresh option under the All Cache drop-down menu and press the Save Cache Settings (if Cache Control is enabled in Magento).

6. Enable the Compilation Mode back (if necessary).

7. Go to System - Configuration - MageWorx tab - Extensions & Support section. If you see Order Management in the list of installed MageWorx extensions, the installation is done.

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2. GENERAL SETTINGS

To configure the extension, log into the Magento Admin panel and go to System - Configuration - MAGEWORX - Order Management.

Here is what each of the settings does:

• Enable – enables/ disables the extension. • Enable ‘Invoice’ Option - enables/ disables invoicing orders in bulk.• Send Invoice Email - sends invoice emails in bulk.• Enable ‘Ship’ Option - enables/ disables shipping orders in bulk.• Send Shipment Email - sends shipment emails in bulk.• Enable ‘Archive Orders’ Option - allows archiving orders manually or

automatically (using the Magento cron). • # of Days before Orders Get Archived - specifies the number of days before

orders get archived and hidden from the standard Orders Grid (note that you can restore all orders from the archive).

• Archive if - selects the statuses of orders, which will be archived.

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• Frequency - specifies the order archiving periodicity (can be set to daily, weekly, monthly).

• Start Time - specifies the start time for the archiving option. • Enable ‘Delete Orders’ Option - enables/ disables the possibility to delete

orders.Note, this option just marks orders as ‘deleted’, so you can restore them later.

• Hide Deleted Orders for Customers - hides the deleted orders in the customers’ accounts.

• Enable ‘Delete Orders Completely’ Option - physically removes orders from the database.

• Grid Columns - adds/ removes columns in the Magento Orders Grid. • Columns Grid Sort Order - lets you arrange the column within Orders Grid

(Admin View) by drag-n-drop

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• Grid Columns (Customer View) — customizes the Orders Grid in the Customer's View in the back-end.

• Columns Grid Sort Order - lets you arrange the column within Orders Grid (Customer View) by drag-n-drop

• Number of Comments in Grid – specifies the # of messages that can be left in the Orders Grid.

• Show Thumbnails – displays the products’ thumbnails in the Orders Grid.• Thumbnail Height - specifies the height of displayed thumbnails in the Orders

Grid.

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This is what an extended grid looks like:

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3. ARCHIVING ORDERS

To configure the ‘Archive’ settings, go to System – Configuration – Order Management. From here you can:

• Set up a scheduler for archiving Magento orders,• Select the status of the orders to be archived,• Specify the number of days before your orders get archived.

Note: launch Magento cron to make it working.

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To archive orders and hide them from the Orders Grid, go to Sales – Orders, select orders and choose the ‘Archive’ option in the ‘Actions’ drop-down.

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You can restore archived orders using the ‘Restore’ option.

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4. DELETING ORDERS

With the default Magento there’s no way you can clean up the Orders grid from the unwanted orders. All you can do is just to mark them as ‘Cancelled’.

To configure the ‘Delete’ settings, go to System – Configuration – Order Management. From here you can delete orders completely, or mark them as ‘Deleted’ (to restore later):

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Go to Sales – Orders, select the necessary orders and choose the ‘Delete’ or ‘Delete Completely’ options in the ‘Actions’ drop-down.

Also, you can hide all orders marked as 'Deleted'.

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5. MASS ACTIONS

To apply the same operation to multiple orders (e.g. ship, Invoice, Archive, Print Shipping Labels, etc.), select the order from the list -> unfold the drop-down menu in the right upper part of the Admin Panel -> select the action you’d like to implement and click the ‘Submit’ button.

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GOT QUESTIONS? MageWorx offers FREE lifetime support and updates for any extension developed for Magento.

If you need support related to MageWorx extension usage, feel free submit a ticket from http://support.mageworx.com

GETTING HELP WITH MAGENTO MageWorx offers outstanding services developing custom tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe. You are most welcome to contact us at sales@mageworx.com

Copyright © 2015 MageWorx

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