Features & Functionality - 3.8 Order Processing

Question 1

Describe Orders.

Answer 1

• This is the initial step in delivery process.
• What the customer wants to purchase is placed into an order record.
• This record is visible in Sales > Orders.

Question 2

Describe Invoices.

Answer 2

• This record is created when an order is billed to the customer.
• This can be a manual action, but with customization, can be done automatically.

Question 3

Shipments.

Answer 3

• This record is created when an order is shipped. This is the final step in fulfilling an order.
• This is also, by default, a manual action.

Question 4

Credit memos.

Answer 4

• This record is created to return money to the customer. It is a return receipt.
• This can interact with a payment provider to refund funds.

Question 5

Returns (RMAs)

Answer 5

• Authorizes a return and gives information about that return to the merchant.

Question 6

When an order is saved in the Magento 2 database, what
triggers a confirmation email to a customer who pays using
PayPal Express? (Logging in to the PayPal account? Clicking the
Checkout button? Clicking the Purchase button?)

Answer 6

• Clicking the purchase button (at the end of the payment process) sends a request to Paypal to authorize the order and sends an email.

Question 7

When editing a pending order, which order data can be changed?

Answer 7

• Billing Address
• Shipping Address
• You can also edit anything in the order if you click the Edit button. However, that will recreate the order, which is a problem for Paypal orders.

Question 8

What are the different order statuses available in Magento 2, and
how can they be managed by a store owner?

Answer 8

• Pending
• Processing
• Complete
• Closed
• Canceled
• PayPal Canceled Reversal
• Pending PayPal Pricing and tax display
• PayPal Reversed
• On Hold
• Suspected Fraud
• Pending Payment
• Payment Review
• Custom Order Statuses can be created via Stores > Order Status.
After a custom order status has been created, it can be assigned
to an order state. Custom order statuses can be adjusted in the
notes section of the order page.

Question 9

What are the different methods of creating an order in Magento 2
(such as one-page checkout, multiple addresses checkout, back
end create order, Web Services API, etc.)?

Answer 9

• One-page checkout (standard way for customers to purchase)
• Variation is the multiple addresses checkout. This allows customers to ship different items to different places.
• Admin panel order creation (used by CSRs)
• API (used to automate or synchronize order creation)
• Custom functionality. Developers can import or migrate order information into a Magento build.

Question 10

Does Magento 2 native logic allow for partial shipment or partial
payment of an order, and if so, what are the conditions for using
this functionality?

Answer 10

• Yes, Magento allows partial invoices and shipments IF the payment provider is set to allow partial capture.
• Methods that allow this:
 • Payflow Pro
 • Express
 • Paypal Direct

Question 11

When processing an order, at what point does the order become
complete?

Answer 11

When it is invoiced and shipped.