Magento 2 Extensions:Simplify Bulk Order Processing

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This is a guide for Magento 2. For Magento 1 extensions and guides, please refer to Magento 1 Guides.

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Contents

Overview

Simplify Bulk Order Processing today! By adding more than 10 helpful new mass actions to the actions dropdown on the Sales > Order page, this module can save you hours every day when processing orders. Using this extension you don't have to open each order anymore and process it individually, but now you can process all your orders from the order grid in bulk.

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Setting up the extension

Installation

Please refer to our general Extension Installation and Setup Guide for installation instructions.

Configuration section

Configuration

The configuration section of this extension is located at System > XTENTO Extensions > Simplify Bulk Order Processing.

Please make sure the go through the configuration carefully - otherwise the extension might not work as expected.

Following is an explanation of the configuration section of the extension:

General Configuration

License Key
This field is required. Please enter the license key you received in the license key email sent to you directly after your purchase. Looking for more information? Read further
Module Enabled
Set to Yes if you want to use the extension. If set to No, no additional actions will show up on the Sales > Orders grid.

Extension Configuration

Enabled Grid Actions
This field defines which new actions get added to the Sales > Orders grid action drop-down. You don't have to enable all actions - you can disable/enable specific actions by holding down the Ctrl (Control) key on your keyboard and then clicking on one of the entries. To select multiple actions, hold down Shift and select the actions you want to enable.
Capture payment for invoice
If you set this to Yes, upon invoicing an order Magento will try to capture/charge pre-authorized credit cards at the payment gateway so you actually receive the funds. You should leave this turned on - unless you really don't want to charge credit cards at all.
Set invoice status to paid
It is recommended to set this to Yes. This will mark the invoice as paid.

Order Status Configuration

Set custom order status after invoicing order
Out of the box, Magento assigns invoiced orders the status Processing. If you want to override this status with a custom status, select the custom status here. Please note that order status will only change to the custom order status when invoicing orders from the Sales > Orders grid. This does not affect out of the box invoicing functions as used by payment gateway or when invoicing from the "View Order" screen.
Set custom order status after shipping order
Out of the box, Magento doesn't change the order status for shipped orders if they haven't been invoiced yet - otherwise the order status gets changed to Complete. If you want to override this behavior with a custom status, select the custom status here. Please note that order status will only change to the custom order status when shipping orders from the Sales > Orders grid. This does not affect out of the box shipping functions when shipping from the "View Order" screen.
Set custom order status after completing order
Using this option you can override the Complete status Magento would usually assign when an order has been invoiced and shipped, OR which would be assigned by this extension when running the "Complete" action on orders. If you want to override this behavior with a custom status, select the custom status here. Please note that order status will only change to the custom order status when modifying orders from the Sales > Orders grid.

Grid Configuration

If you don't want the tracking/carrier field to be shown on the Sales > Orders grid, simply go to Sales > Orders and edit the grid configuration using the "Columns" functionality built into Magento 2.

Default tracking carrier
Out of the box the 'Custom' carrier will be pre-selected on the Sales > Orders grid for adding tracking numbers to orders. Select a default carrier here that is pre-selected instead.

New mass actions

Grid Actions

Following is an explanation for all the actions which can be added to the Sales > Orders grid using this extension.

Using the extension

Using this extension is as easy as going to Sales > Orders after having configured the extension. It's really self-explanatory - use the checkboxes to the left to select the orders to process and then run one of the newly added actions which can be selected from the "Actions" dropdown at the top right.

Adding multiple tracking numbers to one shipment

It is possible to add multiple tracking numbers to one order, all at the same time. Just enter the tracking numbers separated by a semi-colon (;) into the tracking number field. Example:

1Z1111111111111111;1Z1111111111112334;1Z1111111111114689

This would add three tracking numbers to one shipment.

Troubleshooting

General

Fooman_PdfCustomizer

If you want to print invoices/shipments in the format set up using PdfCustomizer by Fooman, you have to do the following:

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