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111 lines
4.1 KiB
ReStructuredText
How to edit orders in Sylius?
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=============================
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Since time immemorial, people have been using trial and error methods to create or repeat processes that make their lives simpler.
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Thanks to this, we live in a time where everything is easily available and within reach.
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However, this time we will not focus on inventions, but on the mistakes that people still make.
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Usually, e-commerce processes go smoothly, but from time to time there will be a customer who confuses something in his order (e.g. the size of the shorts they wear).
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In this cookbook, we will try to show you how to easily fix this kind of mistake as a store administrator.
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TL;DR
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-----
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Quick general steps of how to easily solve this issue:
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* From admin panel go to the order you want to edit
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* Click on the customer and go to their show page
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* Login as this customer whose order you want to edit
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* Place a new order with the required modifications (like, changing the size of one of the products)
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* Choose offline payment as the payment method (as we already got the money)
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* or choose any payment method and set payment as completed on admin order page
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* In the order notes you can add a note that it is a modified order and add the original order number
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* In the admin panel fulfill the order - complete its payment
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* Go back to the original order and cancel it
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* Proceed with the new "modified" order
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Step by step instruction
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------------------------
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If you have troubles of going with shorter instruction, here we will go step by step so you are sure of what to do:
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.. note::
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The tutorial steps are done on Sylius demo environment under link: https://demo.sylius.com
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If you want to test if Sylius suits you or try the steps, do not hesitate to check it out on your own.
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Impersonate as user and create an order
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Let's start with the steps that will let you impersonate a user and create new order as them.
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First, log in as an administrator into the admin panel, go to ``orders`` tab, and find the incorrect order (in this example Order #000000021):
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.. image:: ../../_images/cookbook/administration/editing-orders/orders-page.png
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:align: center
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:scale: 50%
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Let's show it as the data in it will be useful for us in creation of the new order.
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.. image:: ../../_images/cookbook/administration/editing-orders/order.png
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:align: center
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:scale: 50%
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In this order we can click on the name of the user to go directly to customer account.
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Here we have an option ``impersonate``, click it and now it would be best to open a shop page in new tab.
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.. image:: ../../_images/cookbook/administration/editing-orders/customer.png
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:align: center
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:scale: 50%
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Now on the shop page, we can see the greeting with name and surname of customer. This indicates we are impersonated correctly.
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.. image:: ../../_images/cookbook/administration/editing-orders/shop.png
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:align: center
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:scale: 50%
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Now you need to find products with correct variants, add them and proceed to checkout
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.. image:: ../../_images/cookbook/administration/editing-orders/checkout.png
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:align: center
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:scale: 50%
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On the next checkout steps just fill out the data that was used in old order,
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as a payment method - use one of the offline methods (if your shop supports one), or proceed with any - and we will complete payment manually.
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You can also add a note to it that it is modification of original order.
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In the end you will be greeted with message that your checkout has been completed.
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.. image:: ../../_images/cookbook/administration/editing-orders/completed-checkout.png
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:align: center
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:scale: 50%
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Now let's go back to the customer page (where you can click the ``show orders`` button) or the orders page where you can search for the just-created order.
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Here look for ``complete`` button on payment tab:
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.. image:: ../../_images/cookbook/administration/editing-orders/new-order.png
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:align: center
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:scale: 50%
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And let's get back to the old order once more and ``cancel`` this order:
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.. image:: ../../_images/cookbook/administration/editing-orders/old-order.png
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:align: center
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:scale: 50%
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From now you can proceed with new order with correct products.
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