Magento Order Edits – Simpler, Easier, No Duplicate Orders

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Well, we’ve just released another extension, this one centered around Magento order edits. We’ve worked through this solution a couple of times for other clients, working out the kinks. Essentially there were 3 issues we tried to address.

  1. Elimnate Magento’s duplicate order on edit
  2. Make editing an order more user friendly for Customer Service Reps
  3. Provide flexibility for developers to adjust the module as needed

The first is obvious. We had fulfillment systems that required Order Edits to maintain the same number, rather than creating a renumbered, duplicate order. Now it does. Saving edits fires an event, allowing any payment modules or fulfillment systems to collect the updated order information. Once complete, the page will refresh and display updated information for Customer Service Reps.

The second is more extensive, and involves how a Customer Service Rep interacts with the edited information. On the Order View page, we included the ability to edit each portion of the order in one location. Editable options on the Order View page are sectioned and arranged as follows:

  1. Comments: A field is labeled ‘Reason for editing order’ is required, and is logged in the Comments History section when an edit is saved.
  2. Billing Address: This section contains the order’s Billing Address information, including telephone number. Edit content by simply re-entering values or select from the dropdown lists.
  3. Shipping Address: This section contains the order’s Billing Address information, including telephone number. Edit content by simply re-entering values or select from the dropdown lists.
  4. Shipping & Handling Information: Current rates for an updated shipping address are displayed. If no new selection is made, there will be no modification to the Shipping Method or Order Price. If a change is required, simply select the radio button next to the Shipping Method indicating the desired change.
    A ‘Get new shipping methods and rates’ link will retrieve current shipping rates, based on the information in the Shipping Address fields. This function retrieves rates based on the values which exist in the 
Shipping Address text boxes, rather than the order’s saved Shipping Address. 
It is recommended to retrieve new Shipping Methods and Shipping Rates if the order’s Shipping Address has been updated.
  5. Items: There are three operations available with Product updates: Edit, Delete, and Add. When Editing or Adding an item, you can change the price, quantity, or discount the item.
    * Editing: Edit a product’s price directly on the line item. Simply type the desired value for that product.
    * Deleting: Click the ‘Remove’ link at the right of the line item. When an item is marked for deletion, the details will be grayed out. To keep a product that has been marked for deletion, click ‘Undo Remove’.
    * Adding: At the right of the Items Grid is a button labeled ‘Add Item’. Click to Add new products. A new row will appear, requesting a SKU. After entering a SKU – and upon leaving the field – price, quantity, and name for the product will appear. You may then enter quantity, and if desired, a custom price and/or discount amount for the new item.
  6. The Final Save: When all order information is correct, click the ‘Save Changes’ button at the top of the page. This will save all information to the order, and recalculated totals based on the new information.
  7. Comments History: The module tracks order updates, appending changes and the required Reason Comment to the comment history. Comments record changes, date and time stamp, user making the change, and the original values which were updated.

The third objective was accomplished through architecture and a brief note to developers in the install documentation. We allow additional custom sections to be added relatively simply. Each section includes an updater file that handles its own saving, and documentation details the steps to create and add another section to the Order View Page.

Overall, not bad for those dedicated enough to find this module buried on our site :)

2 Responses to “Magento Order Edits – Simpler, Easier, No Duplicate Orders”

  1. Hi guys,
    Sounds like a great extension.
    I have a client who needs to be able to edit the shipping amount as a textfield, i.e. by typing in a number, overriding any applicable shipping methods.. Does your module handle this scenario?
    Also – do you have a trial period, or demo of this extension I can try?
    If you could get back to me on this it would be fantastic :)

  2. Chris says:

    It does. The latest version of True Order Edit (1.0.2) has a custom field for custom shipping amount along with any shipping options in your store already. We don’t have a trial period because we didn’t build our modules in a way to be “re-called”, but I’d recommend checking out the screenshots on it’s functionality in the PDF available on the product page under the “Documentation”.

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