Very often I have been following for a long time clients who knew absolutely nothing about order management with Magento. I have found that most of their difficulties are often repeated, so I decided to create this very useful article to help all those who have this problem.
This is a comprehensive guide aimed at store managers and all those involved in order management anyway, and I am sure that after reading it you will have no more problems on this issue.
How orders are created
Access to order page
There are 2 ways to access it: you can do it through the order page or through the customer page. Let's look at them one by one.
From the order page
- In the Magento administration panel, go toSales -> Orders.
- Click on Create New Order upper right corner.
- Select the customer for whom you would like to create the order. If this is not in the customer list, you will need to click on Create New Client.
- Now select the store where you would like to create the order.
When a customer is interested in order management, you create an account that can be in one store or in the others as well. This depends on the setting you have chosen on Condivision Client Accounts. 
Therefore, the selection of a store determines not only which list you will be able to access when you need to create an order, but also the list of customer activities to which you have access.If you choose a store in which a customer does not have an account, the system will create a new one for each customer, with a duplication of information taken from the other stores.
From the customer page
- Go toClients -> Manage Clients.
- Select the customer for whom you need to place the order and click on Modifica in the column Azione.
- Click on Crea Order.
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Select the store where you would like to create the order.
Creating an order
Let us now look specifically at how to create an order, step by step.
- First, select the Currency of Orders from the drop-down list.
- You can managerecent Customer Activities in the column on the left. Check the box on the left if for all products you want to remove the shopping cart, wish list, last products ordered, and others, and check the box on the right for all products you want to add to your order. You can nowUpdate Changes.
- To add products that are not in client activities, click on AAdd Products.
- Then the full list of products available in the store will appear. You must select the desired product and add the quantity, which you can find on the right. Once done click on AAdd Selected Product to Order. (NOTE: i configurable products e grouped are not found here, as this method is only for simple products)
- Now the Section of Ordered Products should contain all the products you have just chosen. You can edit as many parameters as you like: price, quantity, add a discount, add a gift message, and you can also remove anything you want. Once done, click on Aggiorna Products and Quantities.
- In the sections IBilling Addresses e Delivery Addresses you can enter all the details about the client.
- Below select the Mmethod of payment and that of Spedizione.
- In theTotal Order section, you can apply a coupon code or leave a comment.
- When you have finished all this, click onSubmit Order.
- Now your order has been successfully submitted.
Order management: sales options
Whether an order is created by you or one of your customers, there are various aspects of order management that you need to know how best to handle.
So in this section we are going to look at invoices, shipments, and credit notes.
Invoice options
How to create an invoice
You can create an invoice by simply clicking on the Fattura, located in the upper right corner of the order page.
For all orders paid for by online payment methods, such as Paypal, this button will not appear if you have chosen "Sale" in the dropdown menu located in Sistema -> Configuration -> Payment Methods. 
This happens because through this option, Magento will automatically generate the invoice if the transaction with Paypal is successful.
However, once you click on the invoice button, you will find yourself on aNew Invoice Page. The latter looks a lot like the one for an order, but it has a few more fields that can be edited. When you create the first invoice for an order, the shipping cost for the entire order will be included, regardless of how many products were included.
At this point, once the invoice has been created, you can notify the customer of the creation of the invoice. By clicking on the button at the bottom Send Invoice You will send the buyer a PDF copy.
Complete invoices
When an invoice has been completed, you can find it on an order page by clicking on Fattures In the menu on the left. Here you will find the invoice for that product. 
Another way is to go to the Fattures which can be found by navigating to the admin panel of the site and here you will find all the invoices issued.
Shipping options
Create a shipment
You can create a shipment for an order by clicking on theShipment button at the top of the Orders page. From here a page for aNew Shipment will open. This is similar to the page for a completed order, but does not include any price information and contains a few more fields that can be edited.
- Quantity to Ship - Similar to a shipment, each product will have aQuantity to Ship field, which will already be filled with the total quantity in the order that is still available to be shipped. This is equal to the entire quantity in the order minus the quantity that has already been shipped. This quantity can be reduced, but it cannot be increased as it is the maximum possible quantity for shipping.
- Add a Number to Track the Shipment - The shipment information box is a number generator for tracking. A new number for the shipment will be added each time the button is pressed. These numbers can also be removed from shipments using a special button.
- Just like an order, you have the option of notifying the customer that the shipping case has been created. This can be done either by checking theShipment Email Copy checkbox or by adding comments in theShipment Comments field.
Shipping completed
When a shipment has been completed, you can find information about it through two distinct paths.
1) There is a shipping tab on the order page that contains a list of all shipments associated with that order.
2) Another way is to go toSales -> Shipments and here you will find all shipments related to all orders.
There are some options available for completed shipments.
- Sending Information for Monitoring - Completed shipments will have a button for the Monitoring Code at the top of the page.
- Print - You have the option to print the shipping information using thePrint button. This will open a .pdf file that contains everything that needs to be printed.
- Comments - Comments can also be added to shipments to inform customers of the shipment's progress.
Credit note options
Now in this section we are going to look at another very important aspect of product management with Magento: credit notes.
Creation of new credit notes
Once you have created at least one invoice, you can create credit notes by clicking on the button Note of Credit at the top of the orders page. The button will appear only if at least one invoice has been created. 
Clicking on this button will open a page called Negg Credit Note. This page is very similar to a completed order page, with some additional fields that can be completed.
- Quantity to be reimbursed - Similar to an invoice, each product line will have a field called precisely Quantity to be Reimbursed which will be pre-filled with the total quantity in the order minus the quantity that has already been refunded.
- If the payment method of the order is an offline method, this amount may be reduced, but cannot be increased.
- If the payment method for the order is an online method, this field cannot be changed because Magento, at this time, does not support multiple captures for this payment type (however, it can be customized).
If the quantity changes,to recalculate the price, you must save the changes by clickingUpdate Quantity. A Returnto Inventory checkbox is also present. Through this item, you will be able to re-add the returned quantity to the warehouse and thus update the inventory of each product.
If, on the other hand, the product is damaged or otherwise cannot be resold, do not check the checkbox (NOTE= the checkbox will only appear if you have enabled your inventory to Rhydrate the stock when an order is issued in the inventory tab in the system -> configuration). You cannot put a quantity back into the stock if it was not previously removed.
- Shipping Refund - This is a field found in the box of all orders. The value you enter here will be refunded from shipping. This field is pre-filled with the total in the order that is available to be refunded. This corresponds to the shipping total of the order minus the shipping refund, which is what has already been refunded. Like the quantity, the refund can be reduced but not increased.
- Refund Adjustment - Below the shipment return field you can find the Refund Adjustment field. The value you enter here will be added to the total as an additional refund. However, the value added in this field, will not be able to raise the total refund more than the total amount paid.
Tariff Adjustment
In this field will be added the value that will be subtracted from the total refund, but will not be subtracted from any other aspect of the order (shipping, products, etc..)
Conclusions
If you're new to order management with Magento this topic can be difficult, but with a little practice and patience you'll be able to juggle all orders very well.
I hope that I have been clear in this article and if you have any doubts or questions please do not hesitate to let me know in the comments below.