ClickPay plugins make the integration with the ClickPay payment gateway very easy by providing a ready-made and easy-to-install plugin that enables you to be ready and go with a few steps, to get you up and running with your business. 

In this article, we will walk you through the default order workflow in Magento as it's not only considered an important step for you to maintain your knowledge about the Magento 2 platform but also because the ClickPay plugin for Magento 2 is adopting this default Order workflow which will affect the behavior of your website/store (such as order creation, carts, sent notifications/emails, ... and so).

TABLE OF CONTENTS

• Magento Order Workflow
  • Step 1: Place Order
  • Step 2: Order Pending
  • Step 3: Receive Payment
  • Step 4: Invoice Order
  • Step 5: Book a Single Shipment
• Magento Order Statuses
  • Pending
  • Processing
  • Suspected Fraud
  • Complete
  • Closed
  • Canceled
  • On Hold

Magento Order Workflow

As mentioned on Magento's official site regarding the order workflow, when a customer places an order, a sale order is created as a temporary record of the transaction, which will initially have a status of “Pending,” and can be canceled at any time until the payment is processed. After payment is confirmed, the order can be invoiced and shipped.

Step 1: Place Order

The checkout process begins when the shopper clicks the "Go to Checkout" button on the shopping cart page or reorders directly from their customer account.

Step 2: Order Pending

The initial sales order status would be marked as "Pending". In this state, the payment has not been processed yet and the order can still be edited or canceled. 

It is worth mentioning that this will occur when the payment method is configured for authorization mode (2.12 Magento Plugin | Payment Action).

Step 3: Receive Payment

The order status will be changed to "Processing" when the payment is received or authorized. Depending on the payment method configuration you configured in the previous step (2.9 Magento Plugin | Order Confirmation Email) you might receive a notification when the transaction is authorized or processed. 

It is worth mentioning that this could occur automatically when the payment method is configured for capture or intent sale mode (2.12 Magento Plugin | Payment Action).

Step 4: Invoice Order

An order is typically invoiced after the payment is received. After the invoice is generated and submitted, a copy will be sent to the customer. 

If the payment method is configured with the capture or intent sale payment action, then an invoice will be generated automatically when payment is authorized and captured (2.12 Magento Plugin | Payment Action).

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Step 5: Book a Single Shipment

The order status will be changed to "Complete" when the shipment detail is complete, the shipment is booked, and either the packing slip and shipping label are printed or the ‘Notify Ready for Pickup’ button is clicked (if order was set for the In-store delivery method). 

The customer will receive a notification and the package will be shipped. If the tracking numbers are used, the shipment can be tracked from the customer’s account.

Magento Order Statuses

As mentioned on Magento's official site regarding the order statuses, all orders have an order status that is associated with a stage in the order processing workflow. The status of each order is shown in the Status column of the Orders grid. 

Your store has a set of predefined order status and order state settings as shown below, you should also know that the order state describes the position of an order in the workflow:

Pending

    This status means that your store will hold the order with no invoices and shipments to be submitted.

Processing

    When the state of new orders is set to ‘Processing’, the "Automatically Invoice All Items" option becomes available in the Magento configuration. Invoices are not created automatically for orders placed by using Gift Card, Store Credit, Reward Points, or other offline payment methods.

Suspected Fraud

    Sometimes orders paid via ClickPay are flagged to be Suspected Fraud. This means that this order will not have an invoice to be issued and the confirmation email will not be sent as well.

Complete

    This status means that the order is successfully created, paid, and shipped to the customer as well.

Closed

    This status indicates that an order was assigned to a credit memo and the customer has received the refunded amount as well.

Canceled

    This status is assigned/used manually by the Magento store/website admin or, for some payment gateways such as ClickPay, when the customer does not pay within the specified time.

On Hold

    This status can only be assigned manually. You can put any order on hold.

The relation between all these statuses within the order life cycle should be as shown below: