Order Manager

VIDEO WALKTHROUGH

Order Manager: setup guide

2:33

Recorded on version 1.0.2 · Narrated walkthrough · English captions

Jump to a chapter 8 chapters

1. 0:00Set up Order Manager
2. 0:12Open settings and choose scope
3. 0:32Enable the working tools
4. 0:50Plan status transitions
5. 1:12Review internal notes
6. 1:29Keep destructive actions deliberate
7. 1:50Save and verify your setup
8. 2:11Your setup checklist

Read the full video transcript

Order Manager 1.0.2 — Magento Admin setup

00:00:00 — Set up Order Manager
Welcome to the Agentic Ecom Order Manager Admin guide. We'll walk through the main setup screens and the checks to make before using the module. This guide assumes the extension is already installed.

00:00:12 — Open settings and choose scope
Start in Magento Admin and open Stores, Configuration. Choose OrderManager. Check the Scope selector before editing. Use the appropriate website or store view where the setting supports it. The screen values here are a demonstration; enter the settings and service details that belong to your own store.

00:00:32 — Enable the working tools
Enable Order Manager and review the tools your staff need. Its workspaces are under Sales, Order Manager. Enhanced grids, notes, workflows, analytics and bulk actions have separate permissions, so grant only the capabilities appropriate to each staff role.

00:00:50 — Plan status transitions
Review the workflow settings before enabling automated processing. Define the allowed status transitions and test them with disposable orders. Status history and customer notification are separate concerns: an explicit notification request uses Magento's order-comment sender, which needs working email transport.

00:01:12 — Review internal notes
Configure the note settings for your support and fulfilment process. Check who can read and create notes, and make the distinction between an internal note and a customer message clear to the team. Reopen a test order to confirm the saved history and note visibility.

00:01:29 — Keep destructive actions deliberate
Order deletion has a separate switch and permission. Keep it restricted and use a recoverable backup before deleting records. Review Xero Export Settings separately if you need mapped sales-invoice C S V output. Validate a small exported sample against the accounting import requirements before using it operationally.

00:01:50 — Save and verify your setup
When your required settings are complete, use the screen's Save control and wait for Magento's confirmation. Then reopen the record or configuration and check the saved values at the intended scope. If the storefront still shows earlier settings, refresh the relevant caches. Test your own configuration before using it with customers.

00:02:11 — Your setup checklist
That's the Admin setup walkthrough for Order Manager. Check permissions and scope, review the module-specific settings, then save and verify a small staging example. Use the written guide at user guides dot Agentic Ecom dot net for installation details, complete field references and any separate storefront integration steps.

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Order Manager 1.0.2 adds an enhanced Magento Admin orders grid, threaded notes, status workflows, bulk actions, analytics and a mapped Xero Sales Invoice CSV export. Administrative GraphQL operations are available for headless integrations.

The exact 1.0.2 package was installed and tested on Magento Open Source 2.4.9 / PHP 8.5.10. Test other 2.4 versions, Adobe Commerce editions, themes and integrations in staging before deployment.

Install

Find your key under My Licences, then run:

composer config repositories.agenticecom composer https://repo.agenticecom.net
composer config --global --auth http-basic.repo.agenticecom.net <YOUR-LICENCE-KEY> x
composer require agenticecom/module-ordermanager:^1.0.3
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:flush

Check that your Magento and PHP versions satisfy the package’s composer.json. Back up the store and database first.

Configure and open

Go to Stores → Configuration → Sales → OrderManager. Enable the module and select the bulk actions, workflows and notes you want. Order deletion has a separate switch for its button on Sales → Orders → View. Record a Status Change Comment adds a history comment when none was supplied; it does not itself send email.

The screens are under Sales → Order Manager. Give staff only the ACL permissions they need: enhanced orders grid, notes, workflows, analytics, bulk actions, delete, un-cancel, Xero export and configuration are separate permissions.

Enhanced orders grid

Sales → Order Manager → Manage Orders shows purchased products, carrier and tracking details alongside the usual order fields. Tracking cells are read-only. Create a shipment and add tracking from Magento’s order view.

Select orders and use the Actions menu for bulk status changes, deletion, un-cancel or Xero CSV export, subject to configuration and ACL. The native Sales → Orders grid also offers a Delete mass action when enabled and permitted.

Notes and customer notification

Open an order and add a general, customer or internal note. Internal notes cannot be emailed. The Notify Customer choice on a non-internal note uses Magento’s order-comment sender; the note is marked notified only if the sender reports success. Actual delivery depends on the store’s email setup.

The module records a customer-visibility field, which a custom headless storefront may use. It does not add a Luma customer-account note view. Default Notify Customer on Note only sets the initial checkbox state. There is no setting that requires a note on every status change.

Status workflows

Configure status transition rules and, if needed, enable their automatic processing. Manual and automated transitions record the old and new status in Order Manager’s history. An explicit customer-notification request uses Magento’s order-comment sender. Check your email configuration and workflow rules in staging before enabling automatic changes.

Analytics

Sales → Order Manager → Order Analytics shows order counts, revenue and trends over the selected date range, with status and customer breakdowns.

Xero Sales Invoice CSV

Under Stores → Configuration → Sales → OrderManager → Xero Export Settings, enable the export and map contact, invoice and due dates, descriptions, account codes, tax types and optional tracking categories. Export selected orders from the grid or use the export screen.

The result is a file for manual Xero import. Order Manager does not connect to the Xero API and does not consume Xero app connections. Check the mapping against your own chart of accounts and Xero import template before importing live data.

Delete and un-cancel carefully

Deletion is permanent

Back up the database and check payment, inventory, accounting and fulfilment integrations before deleting. Deletion is not an undo for transactions outside Magento’s linked sales rows.

Deletion removes the order and linked Magento sales rows, including invoices, shipments, credit memos, items, payment, addresses and grid entry, within a database transaction. The originating quote remains because multiple orders can share one quote. Third-party records, payments, accounting, fulfilment and stock reservations are not reversed. The order-view Delete button asks for confirmation and submits with Magento’s form key. Delete Orders has its own ACL permission and configuration switch.

Un-cancel resets a canceled order to pending and clears canceled item quantities. It does not recreate reservations, payment authorization or external fulfilment state. Review these before fulfilling the order.

Headless GraphQL

Order Manager exposes notes, status history, workflow rules and analytics queries, plus mutations for notes, transitions, bulk status changes, deletion and un-cancel. These administrative operations require an admin token and their specific Order Manager ACL permission. Storefront customer sessions cannot use them.

query {
  orderNotes(order_id: 1) {
    note_id
    note_type
    comment
    is_visible_to_customer
    is_customer_notified
  }
}

mutation {
  addOrderNote(order_id: 1, comment: "Checked with warehouse", note_type: "internal") {
    note_id
    is_customer_notified
  }
}

Keep the admin token on a trusted server. Do not expose it to a browser storefront.

Release and support

Version 1.0.2 protects single-order deletion with a confirmed POST and form key, applies distinct ACL checks to GraphQL operations, retains shared originating quotes, sends explicitly requested customer note and status email through Magento, and removes an inoperative tracking inline editor.

A one-time purchase includes 12 months of updates and Plus priority email support. Renewal is optional and never billed automatically. Eligible standalone extensions may renew at 60% of the then-current regular list price before term end or within 30 days afterward, plus applicable tax. The purchased version remains usable when the update term ends. See the licence agreement and your order terms, or contact support@agenticecom.net.