WEBVTT

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Welcome to the AgenticEcom Order Manager Admin guide. We'll walk through the main setup screens and

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the checks to make before using the module. This guide assumes the extension is already installed.

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Start in Magento Admin and open Stores, Configuration. Choose OrderManager.

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Check the Scope selector before editing. Use the appropriate website or store view where the setting

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supports it. The screen values here are a demonstration; enter the settings and service

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details that belong to your own store.

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Enable Order Manager and review the tools your staff need. Its workspaces are under

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Sales, Order Manager. Enhanced grids, notes, workflows, analytics and

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bulk actions have separate permissions, so grant only the capabilities appropriate to each

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staff role.

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Review the workflow settings before enabling automated processing. Define the allowed status

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transitions and test them with disposable orders. Status history and customer

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notification are separate concerns: an explicit notification request uses Magento's

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order-comment sender, which needs working email transport.

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Configure the note settings for your support and fulfilment process. Check who can read and create

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notes, and make the distinction between an internal note and a customer message clear to the team.

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Reopen a test order to confirm the saved history and note visibility.

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Order deletion has a separate switch and permission. Keep it restricted and use a recoverable backup

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before deleting records. Review Xero Export Settings separately if you need mapped

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sales-invoice CSV output. Validate a small exported sample against the accounting

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import requirements before using it operationally.

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When your required settings are complete, use the screen's Save control and wait for Magento's

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confirmation. Then reopen the record or configuration and check the saved values at the intended

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scope. If the storefront still shows earlier settings, refresh the relevant caches.

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Test your own configuration before using it with customers.

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That's the Admin setup walkthrough for Order Manager. Check permissions and scope, review the

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module-specific settings, then save and verify a small staging example.

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Use the written guide at user guides dot AgenticEcom dot net for installation details,

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complete field references and any separate storefront integration steps.