Optimising a Routine Process for Order Management in Magento 2

Optimising a Routine Process for Order Management in Magento 2

Liam Firth

The importance and role of the order management system in Magento has expanded over the last few years.  As well as transferring ordered goods from a warehouse to a customer, the Magento order management system also needs to be able to correspond with customer’s high expectations.  This relates to the ability to backorder and pre-order goods, as well the ability to continuously track order.  That’s not all as customers also require a timely delivery of their product.  Here’s a couple of top tips to help optimize your order management process in Magento 2.

Optimisation of the Order Lifecycle in Magento 2

In Magento 2, the order lifecycle will cover the following steps:

  • Order Submitted: Once you have chosen the item you wish to purchase, you will be directed to the checkout page. Here you can review your order. Once you click on the Place Order button, an order confirmation will be sent to your email address.  It’s important you offer a number of payment options on your Magento 2 store, as this can affect a customer’s intention to complete their order.
  • Order Pending: The Administrator of a Magento 2 store will be able to check on all the orders that have yet to be paid for. These orders will show up as pending.  At this point, a customer can still cancel their order.  The Auto Cancel Order extension is a handy tool in an administrator’s arsenal.  This extension will automatically delete unpaid orders after a set period of time.  Also, another useful extension is the Cancel Order by Customer.  This does exactly what you would expect.  It enables customers to cancel an order directly from the order page.
  • Order Processing: As soon as the payment comes through, the admin can then create an invoice.  The invoice will include a delivery date.
  • Order Shipped: Once an order is ready to ship, it’s important for the administrator to double check the order to minimise the risk of errors. You can then add a tracking number. Also, customers will get a notification.  Fooman’s Order Manager enables you to group orders in bulk.  This means you can complete processing, invoicing and shipping with one simple click.

Pre-orders and Backorders on Magento 2

Magento 2 users can help relieve customers from regularly monitoring the store by allowing both pre-orders and backorders.  As well as increasing your overall sales volume, this will give you a better insight into your customer’s shopping preferences.

Magento 2 Commerce Order Management

To help meet the needs of larger omnichannel businesses, Magento 2 offers a stand-alone cloud-based software.  This software will monitor all orders across separate shopping channels, as well as keeping all your inventory data in one place.  It also offers omnichannel fulfilment, which turns partners, suppliers and stores into mini-distribution centres.  This advanced management system means your customers will enjoy a positive shopping experience every time.

Nowadays, a customer-orientated approach is key and optimizing your Magento 2 order management system will help ensure any customer experience is positive.

How important is order management to you?  Let us know in the comments section below.

Liam Firth

Author Liam Firth

Liam is a Technical Lead with eight-years’ experience in Magento and WordPress development, as well as engineering AWS and DevOps. He likes sourcing new and shiny tech solutions for real-world problems. He is a Magento Professional Certified Developer.

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