Set up Order Manager in the Magento backend
Go to System > Configuration > Fooman Order Manager to configure your Magento settings.
We indicate which features are available on which version of Fooman Order Manager in the following way: (v1.0.0+).
There are five settings groups to configure:
- Order Manager Settings
- Invoice Selected Action Settings
- Ship Selected Action Settings
- Invoice and Ship Selected Action Settings
- Status Update Action Settings
Order Manager Settings
Preselected Carrier (v2.0.0+)
Choose a default shipping carrier. This can be manually changed for individual orders on the Order Overview Screen, when Display Carrier Column setting (below) is set to “Yes”.
Note: A standard Magento store only has one custom carrier. If your website has already been customised to include multiple custom carriers, these will become available in a dropdown menu once Fooman Order Manager is installed.
Name of Custom Carrier (v2.0.0+)
If you use the custom carrier option (whether or not it is the “Preselected Carrier” above), enter a name here. Otherwise, leave this field blank.
Display Carrier Column (v2.2.7+)
When set to “Yes”, the carrier column will be displayed on the Order Overview Screen. Use this setting if you want to enter individual shipping carriers from the Order Overview Screen.
Display Tracking Column (v2.2.7+)
When set to “Yes”, the tracking column will be displayed on the Order Overview Screen. Use this setting if you want to enter individual tracking numbers from the Order Overview Screen.
Display Shipping Address (v2.2.10+)
When set to “Yes”, the shipping address will be displayed on the Order Overview Screen.
Display Shipping Information (v2.3.0+)
When set to “Yes”, shipping information (carrier and price) will be displayed on the Order Overview Screen.
Invoice Selected Action Settings
Enabled (2.3.0+)
When set to “Yes” (default), the ‘invoice selected’ action will be shown in the Action List on the Order Overview screen. If set to “No”, it will not show up in the Action List on the Order Overview screen.
New Status (v2.0.8+)
Select the new status that will be allocated to all selected orders once the order has been invoiced.
Choose from the following status options:
- Default (assigns a new status according to Magento's standard workflow)
- Canceled
- Closed
- Complete
- Suspected fraud
- On hold
- Payment review
- Pending
- Pending payment
- Pending Paypal
- Processing
Send Email (v2.0.0+)
When set to “Yes”, this setting has the same effect as if you had checked the box “Email Copy of Invoice” when processing each order individually. Any emails that would normally be sent when processing an individual order will still be sent as normal, according to your Sales Emails settings.
Keep Order Selection (2.3.0+)
When set to “Yes”, any orders you selected using the checkbox on the Order Overview screen will stay selected after this action has been completed. This is handy if you want to perform multiple functions - e.g. first invoice the selected orders, then ship them/update other details.
Ship Selected Action Settings
Enabled (2.3.0+)
When set to “Yes” (default), the ‘ship selected’ action will be shown in the Action List on the Order Overview screen. If set to “No”, it will not show up in the Action List on the Order Overview screen.
New Status (v2.0.8+)
Select the new status that will be allocated to all selected orders once the order has been marked as shipped.
Choose from the following status options:
- Default (assigns a new status according to Magento's standard workflow)
- Canceled
- Closed
- Complete
- Suspected fraud
- On hold
- Payment review
- Pending
- Pending payment
- Pending Paypal
- Processing
Send Email (v2.0.0+)
When set to “Yes”, this setting has the same effect as if you had checked the box “Email Copy of Shipment” when processing each order individually. Any emails that would normally be sent when processing an individual order will still be sent as normal, according to your Sales Emails settings.
Keep Order Selection (2.3.0+)
When set to “Yes”, any orders you selected using the checkbox on the Order Overview screen will stay selected after this action has been completed.
Invoice and Ship Selected Action Settings
Enabled (2.3.0+)
When set to “Yes” (default), the ‘invoice and ship selected’ action will be shown in the Action List on the Order Overview screen. If set to “No”, it will not show up in the Action List on the Order Overview screen.
New Status (v2.0.8+)
Select the new status that will be allocated to all selected orders once the order has been invoiced and marked as shipped.
Choose from the following status options:
- Default (assigns a new status according to Magento's standard workflow)
- Canceled
- Closed
- Complete
- Suspected fraud
- On hold
- Payment review
- Pending
- Pending payment
- Pending Paypal
- Processing
Send Invoice Email (v2.0.0+)
When set to “Yes”, this setting has the same effect as if you had checked the box “Email Copy of Invoice” when processing each order individually. Any emails that would normally be sent when processing an individual order will still be sent as normal, according to your Sales Emails settings.
Send Shipment Email (v2.0.0+)
When set to “Yes”, this setting has the same effect as if you had checked the box “Email Copy of Shipment” when processing each order individually. Any emails that would normally be sent when processing an individual order will still be sent as normal, according to your Sales Emails settings.
Keep Order Selection (2.3.0+)
When set to “Yes”, any orders you selected using the checkbox on the Order Overview screen will stay selected after this action has been completed.
Status Update Action Settings
Enabled (2.3.0+)
When set to “Yes” (default), the ‘status update’ action will be shown in the Action List on the Order Overview screen. If set to “No”, it will not show up in the Action List on the Order Overview screen.
Keep Order Selection (2.3.0+)
When set to “Yes”, any orders you selected using the checkbox on the Order Overview screen will stay selected after this action has been completed.