Order Manager for Magento 2 — Notes, Workflow & Analytics
Order Manager upgrades how you run orders in Magento 2. Add internal and customer-facing notes, drive orders through custom status workflows with auto-transitions, act on many orders at once with bulk status changes and safe cascade deletion, watch an order-analytics dashboard, and export straigh…
The order grid is where your day happens — so make it work harder
Once orders start flowing, Magento's stock order screens show their limits fast: there's nowhere to jot an internal note, no way to move an order through your own statuses, no quick view of how sales are trending, and deleting test or fraudulent orders is awkward and leaves debris behind. Order Manager turns the order area into an operations desk — notes and a status workflow on every order, bulk actions across many, an analytics dashboard, and a clean export to your accounts.
What you'll use it for
- Keep your team aligned — leave internal notes on an order so whoever picks it up next has the full context.
- Model your real process — push orders through statuses that match how you actually fulfil, with auto-transitions doing the routine steps.
- Clean up safely — delete test or fraudulent orders and have their invoices, shipments and credit memos removed cleanly too.
- Close the books faster — export orders to a Xero Sales Invoice CSV mapped to your account codes and tax types.
How it works
Notes and a workflow that fit how you work
Every order gets a note thread — internal-only or visible to the customer, with an option to email them and to require a note whenever the status changes, so nothing happens without a reason on record. Status workflows let you define your own rules: move orders automatically when conditions are met, notify on change, and keep a complete status history. You can also un-cancel an order that was cancelled in error.
Built for Xero, mapped to your chart of accounts
The Xero export isn't a generic dump — it's the real Sales Invoice template. Map Magento order data to Xero's columns: contact name source, invoice-number prefix, invoice and due dates (with a configurable due-day offset), line descriptions, and separate account codes for sales, shipping and discounts, plus tax type and up to two tracking categories. Export a single order or many at once. Deletion is equally careful: removing an order also removes its invoices, shipments, credit memos and grid rows, so you never leave orphaned records behind.
Specifications
| Notes | Internal and customer-visible notes, customer notification, require-note-on-status-change, optional customer notes |
|---|---|
| Workflows | Custom status workflow rules, auto-transitions, notify on change, full status history, un-cancel |
| Grid | Enhanced Manage Orders grid: quick actions, inline edit, configurable page size |
| Bulk | Bulk status change, mass delete, delete by criteria, bulk Xero export |
| Deletion | Cascade removal of invoices, shipments, credit memos and grid rows |
| Analytics | Order-analytics dashboard with daily figures over a date range |
| Xero export | Sales Invoice CSV with contact, invoice/due dates, account codes, tax type and tracking mapping |
| Headless | GraphQL queries for notes, workflow rules, analytics and status history; add-note and trigger-workflow mutations |
| Delivery & licence | Composer install, per-domain licence key, updates via Composer |
Works with
Part of the AgenticEcom suite for Sales, Customers & Marketing:
Quotes from B2B Suite become orders you manage here; branded IDs come from Custom Order Number. Included in the Growth and Enterprise bundles.
Frequently asked questions
Can I add private notes to an order?
Yes. Each order has a note thread; notes can be internal-only or visible to the customer, you can email the customer when you add one, and you can require a note whenever an order's status changes.
Can I create my own order statuses and automate them?
Yes. Status workflow rules let you move orders through your own process, with optional auto-transitions and notifications, and the full status history is recorded on every order.
What happens to invoices and shipments when I delete an order?
They're removed too. Deleting an order cascades to its invoices, shipments, credit memos and order-grid rows, so no orphaned records are left behind. You can delete from the grid, in bulk, or by criteria.
How does the Xero export work?
It produces a Xero Sales Invoice CSV with your mappings — contact name, invoice-number prefix, invoice and due dates, account codes for sales, shipping and discounts, tax type and tracking categories — for one order or many at once.
Which Magento and PHP versions are supported?
Magento Open Source 2.4.9 and later 2.4.x, verified on PHP 8.4 and 8.5.