[Luyện thi] Magento 2 Certified Solution Specilaist - part 3.7, 3.8

Phần tiếp theo em sẽ tóm tắt nội dung về Checkout và Order Processing

I. Checkout

I.1 Data flow

I.2 Tax calculation

  • Tax is manually calculated on products for the specified destination.

  • This is found in Tax Rules and Tax Zones and Rates.

  • Tax Rules are an aggregation of Tax Zones and Rates.

Tax rules

Tax rules incorporate a combination of product class, customer class and tax rate. Each customer is assigned to a customer class, and each product is assigned a product class. Magento analyzes the shopping cart of each customer and calculates the appropriate tax according to the customer and product classes, and the region (based on the customer’s shipping address, billing address or shipping origin).

Note: When numerous taxes must be defined, you can simplify the process by importing them.

Tax zones and rates
Tax rates generally apply to transactions that take place within a specific geographical area. The Tax Zones and Rates tool enables you to specify the tax rate for each geographical area from which you collect and remit taxes. Because each tax zone and rate has a unique identifier, you can have multiple tax rates for a given geographic area (such as places that do not tax food or medicine, but do tax other items).

Store tax is calculated based on the store’s address. The actual customer tax for an order is calculated after the customer completes the order information. Magento then calculates the tax based upon the tax configuration of the store.

I.3 Price calculation

The totals are calculated:

• Per address

• With the number of products shipped to that address

• Shipping is added

• Discounts are subtracted

• Tax is applied (possibly including shipping)

• Any other custom totals applied in here

II. Order processing

II.1 Orders

The Orders workspace lists all current orders in descending order from latest purchase date. Each row in the grid represents an order, and each column represents an attribute, or data field. By default, orders display in descending order from latest to earliest purchase date. Use the standard controls to sort and filter the list, find orders, and apply actions to selected orders. You can view existing orders, and create new orders. The tabs above the pagination controls can be used to filter the list, change the default view, change and rearrange columns, and export data.

Processing an order
When a customer places an order, a sales order is created as a temporary record of the transaction. The sales order has a status of “Pending” until payment is received. Sales orders can be edited while pending, and can be canceled up until the time that an invoice is generated. An easy way to think of it is this: Orders become invoices, and invoices become shipments. The Orders grid lists all orders, regardless of where they are in the workflow.

Order status workflow

II.2 Invoices

An invoice is a record of the record of payment for an order. Multiple invoices can be created for a single order, and each can include as many or as few of the purchased products that you specify. You can upload a high-resolution logo for a print-ready PDF invoice, and include the Order ID in the header.

Creating an invoice
Creating an invoice for an order converts the temporary sales order into a permanent record of the order that cannot be canceled. A new invoice page looks similar to a completed order, with some additional fields. Every activity that is related to an order is noted in the Comments section of the invoice.

Normally, orders are invoiced and shipped after payment is received. However, if the method of payment is a purchase order, the order can be invoiced and shipped before payment is received. You can generate an invoice with a packing slip, and also print shipping labels from your carrier account. A single order can be divided into partial shipments which are invoiced separately, if necessary.

II.3 Shipment

The Shipments grid lists the shipment record of all invoices that have been prepared for shipping. A shipment record can be generated when an order is invoiced, or later.

Magento supports partial and complete order shipment, with additional options depending on Inventory Management, Magento Shiping and third party extensions.

II.4 Credit memos

A credit memo is a document that shows the amount that is due the customer for a full or partial refund. The amount can be applied toward a purchase, or refunded to the customer. You can print a credit memo for a single order, or for multiple orders as a batch. Before a credit memo can be printed, it must first be generated for the order. The credit memo grid lists the credit memos that have been issued. to customers.

The methods that are available to issue refunds depends on the payment method that was used for the order. Orders that were placed using can be refunded to the respective account. Orders that were paid by credit card through a payment gateway can be refunded online, by the payment processor. Orders that were paid COD or by check or money order are refunded offline.

Product Return workflow

Printing Credit Memos

To print or view the completed credit memos, you must have a PDF reader installed on your computer

II.5 Returns (RMA)

A returned merchandise authorization (RMA) can be granted to customers who request to

return an item for replacement or refund. Typically the customer contacts the merchant to

request a refund. If approved, a unique RMA number is assigned to identify the returned

product. In the configuration, you can either enable RMA for all products, or allow RMA for

only certain products. The Returns grid lists the current returned merchandise requests (RMAs), and is used to enter new return requests.

RMAs can be issued for simple, grouped, configurable, and bundle product types. However,

RMAs are not available for virtual products, downloadable products, and gift cards.


@anon95211669 ơi hôm trước mình có đang thắc mắc phần RMA ở Magestore default đang support những gì nhỉ? Đã có return chưa? Vì hiện giờ theo mọi người hiểu thì mới có refund thôi ấy. Em check lại được chứ?

@anon60116140 RMA (Return Merchandise Authorization) allows you to streamline the process of Magento product refunds, as well as Magento refunds and exchanges as part of your [Magento point-of-sale] workflow. This module is flexible enough to fit your business model. You can adjust most aspects of the process: stock update, product return, create requests, email notifications for your customer and admin, notes for RMA requests. RMA is coming soon chứ mình chưa support con này chị ạ.