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Magento2 - Order Management

Maintain Magento2 Order#

Magento2 Admin Dashboard provides merchant the flexibility to manage orders such as capture, void and refunds, rather than settling the order in the Staff And Merchant Portal (SMP).

Order Flow#

The extension will manage orders using this flow:

  • A new order will always be created in the backend as soon as customer clicks Choose a plan with Latitude Interest Free/GEM Interest Free on your checkout page
  • The newly created order will have the default status: Pending Latitude ApprovalOrder Created
  • The Pending Latitude Approval status will be updated (when customer has successfully completed the payment on our gateway) according to your Settlement Method:
    1. In case of Instant Settlement status will be set to Processing
    2. In case of Deferred Settlement status will be set to Pending Payment, then when merchant do Partial or Full Capture (Invoice the order), it will be updated to Processing
  • In case of failed payment, the order status will be updated to Canceled
  • In case of abandoned payment gateway, the order status will stay on Pending Latitude Approval for 24 hours. After 24 hours has passed, our plugin's clean up Cron will automatically change the order's status to Canceled

Capture#

This feature is only applicable for Deferred Settlement Merchants. Instant Settlement Merchants do not use capture, as their orders have been instantly settled.
PREREQUISITE: Captures can only be issued if the order is in Pending Payment state (not in a cancelled nor refunded state).

  1. In your Magento 2 backend, proceed to Sales > Orders.

  2. Select the order that you wish to capture, it must have the status of Pending Payment. Select Order

  3. Click View to see the transaction details

  4. Ensure the Order status is Pending Payment and click on the Invoice button. Invoice Order

  5. On the New Invoice Page, you have the option to perform a Partial or a Full Capture:

    • Full Capture - when you need to capture all line items on the order, you just need to keep the default Qty to Invoice values
    • Partial Capture - when you need to capture only a few lines on the order, you need to adjust the Qty to Invoice values
  6. Ensure that in the Invoice Totals section it says Capture Online and then click on Submit Invoice button. Create Invoice

Void#

This feature is only applicable for Deferred Settlement Merchants.
Magento2 supports Full Voids only.
PREREQUISITE: Voids can only be issued if the order is in Pending Payment state (not in a canceled nor refunded state)."

  1. In your Magento 2 backend, proceed to Sales > Orders.

  2. Select the order that you wish to capture, it must have the status of Pending Payment. Select Order

  3. Click View to see the transaction details

  4. Ensure the Order status is Pending Payment and click on the Void button. Void Order

  5. You will be prompted with a dialog box to confirm the Void operation, click OK on this pop-up dialog to confirm this Full Void operation. Confirm Void

Please Note:#

  1. Magento 2 does not support Partial Void, when the Void button is clicked, it is always assumed that user is trying to do Full Void
  2. Using the Void button on Partially Captured order will result in error because Magento does not allow partial items to be "Voided" on a Partially Invoiced order. If this happens, we recommend capturing the entire order and doing a partial refund (Note: refund processing can take about 3-4 business days)

Refund#

This feature is available for both Instant and Deferred Settlement Merchants.
PREREQUISITE: for Deferred Settlement Merchants only, Refunds can only be issued if the order is in a Processing (captured) state. The Capture must have been fulfilled via the Magento Admin Dashboard.
This process will take up to 5 working days for the Customer to receive the refund.

SMP can still be used to retrieve settlement statements.

  1. In your Magento 2 backend, proceed to Sales > Orders.

  2. Select the order that you wish to refund. Select Order

  3. Click View to see the transaction details

  4. Click Invoices to go to the Invoices Page and choose the Invoice that you would like to refund View Invoice

  5. On the Invoice Details Page click Credit Memo Credit Memo Nav

  6. Select your refund options: refunding individual items, refunding shipping, refunding amount and refunding fee.

  7. Fill out the amount for the options you have selected

  8. Click Refund (not Refund Offline)

Credit Memo