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.