Order Workflow

Technical Overview of CoreShop Workflows.

Change States

States can be changed for: Order, Payment, Shipment and Invoice. If any transition is available, you'll find a colored state button. Click on that button to change the state.

Order Completion

In CoreShop a order is complete after the order payment reaches the paid state and order shipment reaches the shipped state. If you also want to include the order invoice state invoiced before a order gets completed, you need to enable a configuration flag:

## app/config/config.yml
parameters:
    coreshop.workflow.include_invoice_state_to_complete_order: true

Order Cancellation

In CoreShop a order rarely gets cancelled. Some reasons are:

Front-End Revise After a customer has cancelled his payment he will reach a so called revise page. From there he's able to reselect a payment gateway to start over. In revise mode, however, it's possible to cancel the order and restore the cart. Only than the order gets cancelled.

Back-End Revise In CoreShop it's possible to create orders in Back-End. Instead of adding sensitive payment information, you're able to provide a revise link to your customer which then works the same as the Front-End revise process (except that your customer is not able to restore a cart since there never was one).

Please read more about the canceling process here

Payment Workflow

Create a Payment

Just use the green bottom on the right top corner to add a new shipment. A payment creation normally gets created by a frontend payment gateway. This gateway also handles all the payment state changes.

Workflow Rules

A payment reaches the new state after its creation.
A payment can be canceled as long it's in the new or processing state.
After a payment reaches completed state it only can get refunded.

Attention: The Refund process is not implemented yet in Coreshop!

Shipment Workflow

Create a Shipment

Just use the green bottom on the right top corner to add a new shipment. If there are enough shippable items you can create a shipment.

Workflow Rules

A shipment reaches the ready state (triggered by a create transition) after its creation.
A shipment can be canceled as long it's in the ready state
After you provoked the ship state a shipment can't be cancelled anymore.

Invoice Workflow

Create Invoice

Just use the green bottom on the right top corner to add a new invoice. If there are enough invoiceable items you can create a invoice.

Workflow Rules

A invoice reaches the ready state (triggered by a create transition) after its creation.
A invoice can be canceled as long it's in the ready state. Please note: Cancelling an invoice is not a refund action. You're allowed to create another invoice after cancelling the previous one.
After you provoked the complete state a invoice can't be cancelled anymore which means the invoice has been finally captured. After that you need to go on with a refund process

Attention: The Refund process is not implemented yet in Coreshop!