Order Manipulation
Last update: August 3, 2023
Order statuses
When a financing request is under review by Oney, the order status needs to be updated. This update is automatic.
Important note: The following diagram represents the status process imposed by the Oney payment module. Each order must respect the sequence and orchestration of these. No other process is tolerated by the module due to constraints related to the legislation and the license of Oney Bank.
Automatic Confirmation
Automatic Confirmation is a mode provided by this module. This feature allows Oney to ship automatically an order if the following conditions are met:
- Oney is sending a FAVORABLE status for order's payment
- Stocks are available in Magento Inventory for all products in order
If one of these conditions are not met, order must be shipped with usual Magento Shipment process.
In the Order View Page (Sales => Orders => Edit Order), an option "Ship" is available in order to create a new shipment.
In the new shipment page, you will be asked to verify order information and fill how many items you will add to the shipment. When filled, submit this shipment by clicking "Submit Shipment".
When all the items are sent, Oney Module will send to Oney a shipment confirmation to validate the payment process. This call is also launched in non-automatic confirmation mode.
Cancellation of an order: Partial or Total
Cancellation of an order : Partial or Total
The cancellation feature is available directly through the Magento Back office in the SALES > Orders, opening the "view" on the order line and through the Credit Memo process.
Please refer to the official Magento's documentation for more information:
WARNING: The Credit Memo will be available only if the invoice is generated for that order. Please refer to the diagram above.
From the Memo Page, move to Items to Refund section.
- Clicking on the Return to Stock checkbox means the product will be restored to inventory. Keep it blank if you do not want the product to be restored to inventory.
- Enter the quantity of product that is to be returned into the Qty to Refund box. If there are no items to be returned, set it to 0.
- At last, click the Update Qty's button to save the changes.
Notes:
- When the inventory Stock Options is set to decrease stock when order is placed then only the Return to Stock checkbox will be available. Please refer to official Magento's documentation User Guide Inventory.
- The amount to be credited must be less than the maximum amount possible for a refund.
After that, go to the Refund Totals section.
Refund Shipping: Enter the amount by subtracting the original shipping amount with the shipping fee already refunded.
- Adjustment Refund: Enter the extra refund amount apart from product price, shipping fee, and tax price.
- Adjustment Fee: enter the value that will be subtracted from the total value refunded.
- Email Copy of Credit Memo: Tickmark the box to send a credit memo to the customers via mail.
- Credit Memo Comments: In this box, you can write comments for the credit memo.
- Append Comments: Tickmark this box if you want to attach the comments along with the mail.
Lastly, click on Refund Offline and your Credit Memo is generated.
The refunded amount is automatically forwarded to Oney.