Install the Order Management feature

Last updated:
Edit on GitHub

This document describes how to install the Order Management feature.

Included features

The following feature integration guide expects the basic feature to be in place. It only adds the following functionalities:

  • Order cancellation behavior
  • Show display names for order item states
  • Invoice generation
  • Custom order reference
  • Sales Orders Backend API

Install feature core

Follow the steps below to install the Order Management feature core.

Prerequisites

Install the required features:

NAME VERSION INSTALLATION GUIDE
Spryker Core 202311.0 Install the Spryker Core feature
Mailing and Notifications 202311.0 Install the Mailing and Notifications feature
Order Management 202311.0 Install the Order Management feature
Persistent Cart 202311.0

1) Install the required modules

composer require spryker-feature/order-management: "202311.0" --update-with-dependencies
Verification

Make sure that the following modules have been installed:

MODULE EXPECTED DIRECTORY
OrderCustomReference vendor/spryker/order-custom-reference
OrderCustomReferenceGui vendor/spryker/order-custom-reference-gui
SalesOrdersBackendApi vendor/spryker/sales-orders-backend-api
SalesOrdersBackendApiExtension vendor/spryker/sales-orders-backend-api-extension

2) Set up database schema and transfer objects

Apply database changes and generate transfer changes:

console transfer:generate
console propel:install
Verification

Make sure that the following changes have been applied in the database:

DATABASE ENTITY TYPE EVENT
spy_sales_order_invoice table created
spy_sales_order.order_custom_reference column created
spy_sales_order.uuid column created
spy_sales_order_item.uuid column created
spy_sales_order_address.uuid column created
spy_sales_order_address_history.uuid column created
spy_sales_order_totals.uuid column created
spy_sales_order_note.uuid column created
spy_sales_order_comment.uuid column created
spy_sales_expense.uuid column created
spy_sales_order_item_metadata.uuid column created

Make sure the following changes have been applied in transfer objects:

TRANSFER TYPE EVENT PATH
OrderInvoice class created src/Generated/Shared/Transfer/OrderInvoiceTransfer
OrderInvoiceSendRequest class created src/Generated/Shared/Transfer/OrderInvoiceSendRequestTransfer
OrderInvoiceSendResponse class created src/Generated/Shared/Transfer/OrderInvoiceSendResponseTransfer
OrderInvoiceCriteria class created src/Generated/Shared/Transfer/OrderInvoiceCriteriaTransfer
OrderInvoiceCollection class created src/Generated/Shared/Transfer/OrderInvoiceCollectionTransfer
OrderInvoiceResponse class created src/Generated/Shared/Transfer/OrderInvoiceResponseTransfer
OrderCustomReferenceResponse class created src/Generated/Shared/Transfer/OrderCustomReferenceResponseTransfer
OrderResourceCollection class created src/Generated/Shared/Transfer/OrderResourceCollectionTransfer
OrdersBackendApiAttributes class created src/Generated/Shared/Transfer/OrdersBackendApiAttributesTransfer
OrderItemsBackendApiAttributes class created src/Generated/Shared/Transfer/OrderItemsBackendApiAttributesTransfer
Mail.recipientBccs property created src/Generated/Shared/Transfer/MailTransfer
Quote.orderCustomReference property created src/Generated/Shared/Transfer/QuoteTransfer
QuoteUpdateRequestAttributes.orderCustomReference property created src/Generated/Shared/Transfer/QuoteUpdateRequestAttributesTransfer
Order.orderCustomReference property created src/Generated/Shared/Transfer/OrderTransfer
Item.uuid property created src/Generated/Shared/Transfer/ItemTransfer

3) Set up configuration

Set up the following configuration.

Configure OMS

  • The cancellable flag allows proceeding to the order cancel process.
  • The display attribute allows attaching the display name attribute to specific order item states.
  • The DummyInvoice sub-process allows triggering invoice-generate events.
  1. Create the OMS sub-process file:
config/Zed/oms/DummySubprocess/DummyInvoice01.xml 
<?xml version="1.0"?>
<statemachine
        xmlns="spryker:oms-01"
        xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
        xsi:schemaLocation="spryker:oms-01 http://static.spryker.com/oms-01.xsd">

    <process name="DummyInvoice">
        <states>
            <state name="invoice generated"/>
        </states>

        <transitions>
            <transition>
                <source>confirmed</source>
                <target>invoice generated</target>
                <event>invoice-generate</event>
            </transition>

            <transition>
                <source>invoice generated</source>
                <target>waiting</target>
                <target>invoice-generated</target>
            </transition>
        </transitions>

        <events>
            <event name="invoice-generate" manual="true" command="Invoice/Generate"/>
            <event name="invoice-generated" onEnter="true"/>
        </events>
    </process>

</statemachine>
Verification

Verify the invoice state machine configuration in the following step.

  1. Using the following process as an example, adjust your OMS state-machine configuration according to your project’s requirements.
config/Zed/oms/DummyPayment01.xml 
<?xml version="1.0"?>
<statemachine
        xmlns="spryker:oms-01"
        xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
        xsi:schemaLocation="spryker:oms-01 http://static.spryker.com/oms-01.xsd">

    <process name="DummyPayment01" main="true">

        <subprocesses>
            <process>DummyInvoice</process>
        </subprocesses>

        <states>
            <state name="new" reserved="true" display="oms.state.new">
                <flag>cancellable</flag>
            </state>
            <state name="payment pending" reserved="true" display="oms.state.payment-pending">
                <flag>cancellable</flag>
            </state>
            <state name="invalid" display="oms.state.invalid">
                <flag>exclude from customer</flag>
            </state>
            <state name="cancelled" display="oms.state.canceled">
                <flag>exclude from customer</flag>
            </state>
            <state name="paid" reserved="true" display="oms.state.paid">
                <flag>cancellable</flag>
            </state>
            <state name="confirmed" reserved="true" display="oms.state.confirmed">
                <flag>cancellable</flag>
            </state>
            <state name="waiting" reserved="true" display="oms.state.waiting"/>
            <state name="exported" reserved="true" display="oms.state.exported"/>
            <state name="shipped" reserved="true" display="oms.state.shipped"/>
            <state name="delivered" display="oms.state.delivered"/>
            <state name="closed" display="oms.state.closed"/>
        </states>

        <transitions>
            <transition happy="true" condition="DummyPayment/IsAuthorized">
                <source>new</source>
                <target>payment pending</target>
                <event>authorize</event>
            </transition>

            <transition>
                <source>new</source>
                <target>invalid</target>
                <event>authorize</event>
            </transition>

            <transition>
                <source>new</source>
                <target>cancelled</target>
                <event>cancel</event>
            </transition>

            <transition happy="true" condition="DummyPayment/IsPayed">
                <source>payment pending</source>
                <target>paid</target>
                <event>pay</event>
            </transition>

            <transition>
                <source>payment pending</source>
                <target>cancelled</target>
                <event>pay</event>
            </transition>

            <transition>
                <source>payment pending</source>
                <target>cancelled</target>
                <event>cancel</event>
            </transition>

            <transition happy="true">
                <source>paid</source>
                <target>confirmed</target>
                <event>confirm</event>
            </transition>

            <transition happy="true">
                <source>confirmed</source>
                <target>waiting</target>
                <event>skip timeout</event>
            </transition>

            <transition>
                <source>confirmed</source>
                <target>cancelled</target>
                <event>cancel</event>
            </transition>

            <transition happy="true">
                <source>waiting</source>
                <target>exported</target>
                <event>check giftcard purchase</event>
            </transition>

            <transition happy="true" condition="GiftCard/IsGiftCard">
                <source>waiting</source>
                <target>gift card purchased</target>
                <event>check giftcard purchase</event>
            </transition>

            <transition happy="true">
                <source>gift card shipped</source>
                <target>delivered</target>
                <event>complete gift card creation</event>
            </transition>

            <transition happy="true">
                <source>exported</source>
                <target>shipped</target>
                <event>ship</event>
            </transition>

            <transition happy="true">
                <source>shipped</source>
                <target>delivered</target>
                <event>stock-update</event>
            </transition>

            <transition happy="true">
                <source>delivered</source>
                <target>closed</target>
                <event>close</event>
            </transition>

        </transitions>

        <events>
            <event name="authorize" onEnter="true"/>
            <event name="pay" manual="true" timeout="1 hour" timeoutProcessor="OmsTimeout/Initiation" command="DummyPayment/Pay"/>
            <event name="confirm" onEnter="true" manual="true" command="Oms/SendOrderConfirmation"/>
            <event name="skip timeout" manual="true" timeout="30 minute"/>
            <event name="cancel" manual="true"/>
            <event name="export" onEnter="true" manual="true" command="Oms/SendOrderShipped"/>
            <event name="ship" manual="true" command="Oms/SendOrderShipped"/>
            <event name="stock-update" manual="true"/>
            <event name="close" manual="true" timeout="1 hour"/>
        </events>
    </process>

    <process name="DummyInvoice" file="DummySubprocess/DummyInvoice01.xml"/>

</statemachine>
Verification

Ensure that you’ve configured OMS:

  1. In the Back Office, go to Administration > OMS.

  2. Select DummyPayment01 [preview-version] and check the following:

  • The new, payment pending, paid, and confirmed states keep the cancellable tag inside.
  • The invoice generated state has been added.

Configure the fallback display name prefix

Adjust configuration according to your project’s requirements:

src/Pyz/Zed/Oms/OmsConfig.php

<?php

namespace Pyz\Zed\Oms;

use Spryker\Zed\Oms\OmsConfig as SprykerOmsConfig;

class OmsConfig extends SprykerOmsConfig
{
    /**
     * Specification:
     * - Uses fallback prefix in concatenation with the normalized state name, in case the display property is not defined for the state.
     *    
     * @return string
     */
    public function getFallbackDisplayNamePrefix(): string
    {
        return 'oms.state.';
    }
}

Configure an order invoice template

  1. Adjust the configuration according to your project’s requirements:

src/Pyz/Zed/SalesInvoice/SalesInvoiceConfig.php

<?php

namespace Pyz\Zed\SalesInvoice;

use Spryker\Zed\SalesInvoice\SalesInvoiceConfig as SprykerSalesInvoiceConfig;

class SalesInvoiceConfig extends SprykerSalesInvoiceConfig
{
    /**
     * @return string
     */
    public function getOrderInvoiceTemplatePath(): string
    {
        return 'SalesInvoice/Invoice/Invoice.twig';
    }
}
  1. Using the example below, add an order invoice Twig template according to your project’s requirements:
src/Pyz/Zed/SalesInvoice/Presentation/Invoice/Invoice.twig 
{# @var order \Generated\Shared\Transfer\OrderTransfer #}
{# @var invoice \Generated\Shared\Transfer\OrderInvoiceTransfer #}

<!doctype html>
<html>
<head>
    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
    <meta http-equiv="X-UA-Compatible" content="IE=edge" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0 " />
    <title></title>

    <style type="text/css">
        body {
            margin: 0;
            padding: 0;
            font-size: 16px;
            box-sizing: border-box;
        }
        table {
            max-width: 600px;
            margin: 0 auto;
            border-collapse: collapse;
        }
        .products-table {
            border: 1px solid #000;
        }
        .products-table td,
        .products-table th {
            padding: 5px 10px;
        }
        .background-gray {
            background: #e6e6e6;
        }
        .text-small {
            font-size: 13px;
        }
        .spacing-bottom {
            padding-bottom: 15px;
        }
        .spacing-right {
            padding-right: 15px;
        }
        .align-top {
            vertical-align: top;
        }
        .text-left {
            text-align: left;
        }
        .text-center {
            text-align: center;
        }
    </style>
</head>
<body>
    <table>
        <tr>
            <td width="300" class="align-top">
                <img src="" width="200" alt="Logo">
            </td>
            <td width="300">
                <strong>{{ 'order_invoice.invoice_template.company.name' | trans }}</strong>
                <div class="spacing-bottom text-small">{{ 'order_invoice.invoice_template.company.group' | trans }}</div>
                <div class="spacing-bottom text-small">{{ 'order_invoice.invoice_template.company.address' | trans | raw }}</div>
            </td>
        </tr>
        <tr>
            <td width="300">
                <div class="spacing-bottom spacing-right">
                    <strong>{{ 'order_invoice.invoice_template.merchant.name' | trans }}</strong>
                    <div class="text-small">{{ 'order_invoice.invoice_template.merchant.address' | trans }}</div>
                </div>
                <div class="spacing-bottom">
                    {{ order.billingAddress.firstName }} {{ order.billingAddress.lastName }}<br>
                    {{ order.billingAddress.address1 }} {{ order.billingAddress.address2 }} {{ order.billingAddress.address3 }}<br>
                    {{ order.billingAddress.zipcode }} {{ order.billingAddress.city }}<br>
                    {{ order.billingAddress.region }}
                </div>
            </td>
            <td width="300" class="align-top">
                <div class="spacing-bottom">{{ invoice.issueDate | date('d. M Y') }}</div>
            </td>
        </tr>
    </table>

    <table>
        <tr>
            <td width="600">
                <div class="spacing-bottom">
                    <strong>{{ 'order_invoice.invoice_template.reference' | trans }} {{ invoice.reference }}</strong>
                </div>
            </td>
        </tr>
        <tr>
            <td width="600">
                <div class="spacing-bottom">{{ 'order_invoice.invoice_template.introduction' | trans }}</div>
            </td>
        </tr>
    </table>

    <table class="products-table">
        <thead>
            <tr class="background-gray">
                <th width="75"><strong>{{ 'order_invoice.invoice_template.table.number' | trans }}</strong></th>
                <th width="75"><strong>{{ 'order_invoice.invoice_template.table.quantity' | trans }}</strong></th>
                <th width="275" class="text-left"><strong>{{ 'order_invoice.invoice_template.table.name' | trans }}</strong></th>
                <th width="100"><strong>{{ 'order_invoice.invoice_template.table.tax' | trans }}</strong></th>
                <th width="75"><strong>{{ 'order_invoice.invoice_template.table.price' | trans | raw }}</strong></th>
            </tr>
        </thead>
        <tbody>
        {% set linenumber = 0 %}
        {% set renderedBundles = [] %}
        {% set taxes = {} %}
        {% set itemSumByTaxes = {} %}

        {% for item in order.items %}
            {# @var item \Generated\Shared\Transfer\ItemTransfer #}

            {% set taxRate = item.taxRate %}
            {% set rateSum = taxes[item.taxRate] | default(0) + item.sumTaxAmountFullAggregation %}
            {% set taxes = taxes | merge({ (taxRate): rateSum }) %}
            {% set rateItemSum = itemSumByTaxes[taxRate] | default(0) + item.sumPriceToPayAggregation %}
            {% set itemSumByTaxes = itemSumByTaxes | merge({ (taxRate): rateItemSum }) %}

            {% if item.productBundle is not defined or item.productBundle is null %}
                {% set linenumber = linenumber + 1 %}

                <tr>
                    <td class="text-center">{{ linenumber }}</td>
                    <td class="text-center">{{ item.quantity }}</td>
                    <td>{{ item.name }}</td>
                    <td class="text-center">{{ item.taxRate | number_format }}%</td>
                    <td class="text-center">{{ item.sumPriceToPayAggregation | money(true, order.currencyIsoCode) }}</td>
                </tr>
            {% endif %}

            {% if item.productBundle is defined and item.productBundle is not null %}
                {% if item.relatedBundleItemIdentifier not in renderedBundles %}
                    {# @var productBundle \Generated\Shared\Transfer\ItemTransfer #}

                    {% set linenumber = linenumber + 1 %}
                    {% set productBundle = item.productBundle %}

                    <tr>
                        <td class="text-center">{{ linenumber }}</td>
                        <td class="text-center">{{ productBundle.quantity }}</td>
                        <td>{{ productBundle.name }}</td>
                        <td class="text-center">{{ productBundle.taxRate | number_format }}%</td>
                        <td class="text-center">{{ productBundle.sumPriceToPayAggregation | money(true, order.currencyIsoCode) }}</td>
                    </tr>

                    {% for bundleditem in order.items %}
                        {% if item.relatedBundleItemIdentifier == bundleditem.relatedBundleItemIdentifier %}
                            <tr>
                                <td></td>
                                <td class="text-center">{{ bundleditem.quantity }}</td>
                                <td>{{ bundleditem.name }}</td>
                                <td class="text-center">{{ bundleditem.taxRate | number_format }}%</td>
                                <td class="text-center">{{ bundleditem.sumPriceToPayAggregation | money(true, order.currencyIsoCode) }}</td>
                            </tr>
                        {% endif %}
                    {% endfor %}

                    {% set renderedBundles = renderedBundles | merge([item.relatedBundleItemIdentifier]) %}
                {% endif %}
            {% endif %}
        {% endfor %}

        {% for expense in order.expenses %}
            {% set linenumber = linenumber + 1 %}
            {% set taxRate = expense.taxRate %}
            {% set rateSum = taxes[expense.taxRate] | default(0) + expense.sumTaxAmount %}
            {% set taxes = taxes | merge({ (taxRate): rateSum }) %}
            {% set rateItemSum = itemSumByTaxes[taxRate] | default(0) + expense.sumPriceToPayAggregation %}
            {% set itemSumByTaxes = itemSumByTaxes | merge({ (taxRate): rateItemSum }) %}

            <tr>
                <td class="text-center">{{ linenumber }}</td>
                <td></td>
                <td>{{ expense.name }}</td>
                <td class="text-center">{{ expense.taxRate | number_format }}%</td>
                <td class="text-center">{{ expense.sumPrice | money(true, order.currencyIsoCode) }}</td>
            </tr>
        {% endfor %}

        <tr class="background-gray">
            <td colspan="3"></td>
            <td>{{ 'order_invoice.invoice_template.table.subtotal' | trans }}</td>
            <td class="text-center">{{ order.totals.subtotal | money(true, order.currencyIsoCode) }}</td>
        </tr>
        <tr class="background-gray">
            <td colspan="3"></td>
            <td>{{ 'order_invoice.invoice_template.table.discount' | trans }}</td>
            <td class="text-center">{{ order.totals.discountTotal | money(true, order.currencyIsoCode) }}</td>
        </tr>

        {% for rate, tax in taxes %}
            <tr>
                <td colspan="2">{{ 'order_invoice.invoice_template.table.tax.included' | trans({ '%tax_rate%': rate | number_format }) }}</td>
                <td class="text-center">{{ (itemSumByTaxes[rate] - tax) | money(true, order.currencyIsoCode) }}</td>
                <td class="text-center">{{ 'order_invoice.invoice_template.table.tax.name' | trans }}</td>
                <td class="text-center">{{ tax | money(true, order.currencyIsoCode) }}</td>
            </tr>
        {% endfor %}

        <tr>
            <td colspan="2">{{ 'order_invoice.invoice_template.table.total.net' | trans }}</td>
            <td class="text-center">{{ (order.totals.grandTotal - order.totals.taxTotal.amount) | money(true, order.currencyIsoCode) }}</td>
            <td colspan="2"></td>
        </tr>
        <tr class="background-gray">
            <td colspan="3"></td>
            <td><strong>{{ 'order_invoice.invoice_template.table.grandtotal' | trans }}</strong></td>
            <td class="text-center">{{ order.totals.grandTotal | money(true, order.currencyIsoCode) }}</td>
        </tr>
        </tbody>
    </table>
</body>
</html>
Verification

You will be able to verify the invoice template configuration in a later step.

4) Add translations

An oms.state. prefixed translation key is a combination of the OmsConfig::getFallbackDisplayNamePrefix() and a normalized state machine name. If you have different OMS state-machine states or a fallback display name prefix, adjust the corresponding translations.

Normalized state machine names

By default, in state machine names, the following applies:

  • Spaces are replaced with dashes.
  • All the words are decapitalized.
  1. Append glossary according to your configuration:
src/Pyz/Zed/Checkout/CheckoutDependencyProvider.php

src/data/import/glossary.csv

>sales.error.customer_order_not_found,Customer Order not found.,en_US
sales.error.customer_order_not_found,Die Bestellung wurde nicht gefunden.,de_DE
sales.error.order_cannot_be_canceled_due_to_wrong_item_state,Order cannot be canceled due to wrong item state.,en_US
sales.error.order_cannot_be_canceled_due_to_wrong_item_state,Die Bestellung kann wegen dem falschen Artikelstatus nicht storniert werden.,de_DE
oms.state.new,New,en_US
oms.state.new,Neu,de_DE
oms.state.payment-pending,Payment pending,en_US
oms.state.payment-pending,Ausstehende Zahlung,de_DE
oms.state.invalid,Ivalid,en_US
oms.state.invalid,Ungültig,de_DE
oms.state.canceled,Canceled,en_US
oms.state.canceled,Abgebrochen,de_DE
oms.state.paid,Paid,en_US
oms.state.paid,Bezahlt,de_DE
oms.state.confirmed,Confirmed,en_US
oms.state.confirmed,Bestätigt,de_DE
oms.state.waiting,Waiting,en_US
oms.state.waiting,Warten,de_DE
oms.state.exported,Exported,en_US
oms.state.exported,Exportiert,de_DE
oms.state.shipped,Shipped,en_US
oms.state.shipped,Versandt,de_DE
oms.state.delivered,Delivered,en_US
oms.state.delivered,Geliefert,de_DE
quote_request.status.closed,Closed,en_US
quote_request.status.closed,Geschlossen,de_DE
mail.order_invoice.subject,"Invoice: %invoiceReference%",en_US
mail.order_invoice.subject,"Rechnung: %invoiceReference%",de_DE
order_custom_reference.reference_saved,Custom order reference was successfully saved.,en_US
order_custom_reference.reference_saved,Ihre Bestellreferenz wurde erfolgreich gespeichert.,de_DE
order_custom_reference.reference_not_saved,Custom order reference has not been changed.,en_US
order_custom_reference.reference_not_saved,Ihre Bestellreferenz wurde nicht geändert.,de_DE
order_custom_reference.validation.error.message_invalid_length,Custom order reference length is invalid.,en_US
order_custom_reference.validation.error.message_invalid_length,Die Länge der Bestellreferenz ist ungültig.,de_DE
order_custom_reference.title,Custom Order Reference,en_US
order_custom_reference.title,Ihre Bestellreferenz,de_DE
order_custom_reference.form.placeholder,Add custom order reference,en_US
order_custom_reference.form.placeholder,Ihre Bestellreferenz hinzufügen,de_DE
order_custom_reference.save,Save,en_US
order_custom_reference.save,Speichern,de_DE
  1. Import data:
console data:import:glossary
Verification

Ensure that in the database, the configured data has been added to the spy_glossary table.

5) Set up behavior

Set up the following behaviors.

Set up Order Item Display Name

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
CurrencyIsoCodeOrderItemExpanderPlugin Expands order items with currency codes (ISO). Spryker\Zed\Sales\Communication\Plugin\Sales
StateHistoryOrderItemExpanderPlugin Expands order items with history states. Spryker\Zed\Oms\Communication\Plugin\Sales
ItemStateOrderItemExpanderPlugin Expands order items with its item states. Spryker\Zed\Oms\Communication\Plugin\Sales
OrderAggregatedItemStateSearchOrderExpanderPlugin Expands orders with aggregated item states. Spryker\Zed\Oms\Communication\Plugin\Sales
src/Pyz/Zed/Sales/SalesDependencyProvider.php 
<?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\Sales\Communication\Plugin\Sales\CurrencyIsoCodeOrderItemExpanderPlugin;
use Spryker\Zed\Oms\Communication\Plugin\Sales\ItemStateOrderItemExpanderPlugin;
use Spryker\Zed\Oms\Communication\Plugin\Sales\OrderAggregatedItemStateSearchOrderExpanderPlugin;
use Spryker\Zed\Oms\Communication\Plugin\Sales\StateHistoryOrderItemExpanderPlugin;
use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
    /**
     * @return list<\Spryker\Zed\SalesExtension\Dependency\Plugin\OrderItemExpanderPluginInterface>
     */
    protected function getOrderItemExpanderPlugins(): array
    {
        return [
            new CurrencyIsoCodeOrderItemExpanderPlugin(),
            new StateHistoryOrderItemExpanderPlugin(),
            new ItemStateOrderItemExpanderPlugin(),
        ];
    }

    /**
     * @return list<\Spryker\Zed\SalesExtension\Dependency\Plugin\SearchOrderExpanderPluginInterface>
     */
    protected function getSearchOrderExpanderPlugins(): array
    {
        return [
            new OrderAggregatedItemStateSearchOrderExpanderPlugin()
        ];
    }
}
Verification
  • Make sure that every order item from the SalesFacade::getOrderItems() result contains the following:
    • Currency ISO code
    • State history code
    • Item state data
  • Make sure that every order from the SalesFacade::getCustomerOrders() result contains aggregated item state data.

Set up order cancellation behavior

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
IsCancellableOrderExpanderPlugin Checks if each order item has the cancellable flag. Spryker\Zed\Sales\Communication\Plugin\Sales
IsCancellableSearchOrderExpanderPlugin Checks if each order item has the cancellable flag. Spryker\Zed\Oms\Communication\Plugin\Sales
src/Pyz/Zed/Sales/SalesDependencyProvider.php 
<?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;
use Spryker\Zed\Oms\Communication\Plugin\Sales\IsCancellableOrderExpanderPlugin;
use Spryker\Zed\Oms\Communication\Plugin\Sales\IsCancellableSearchOrderExpanderPlugin;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
    /**
     * @return list<\Spryker\Zed\SalesExtension\Dependency\Plugin\SearchOrderExpanderPluginInterface>
     */
    protected function getSearchOrderExpanderPlugins(): array
    {
        return [
            new IsCancellableSearchOrderExpanderPlugin(),
        ];
    }

    /**
     * @return list<\Spryker\Zed\SalesExtension\Dependency\Plugin\OrderExpanderPluginInterface>
     */
    protected function getOrderHydrationPlugins(): array
    {
        return [
            new IsCancellableOrderExpanderPlugin(),
        ];
    }
}
Verification

Ensure that, on the following pages, each order contains the isCancellable flag:

  • The Storefront:
    • Order History
    • Overview
  • The Back Office:
    • Overview of Orders

Set up order invoice generation behavior

Set up the following order invoice generation behaviors.

Set up order invoice mail type

Set up the following plugin:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
OrderInvoiceMailTypePlugin Email type that prepares an invoice email for an order. Spryker\Zed\SalesInvoice\Communication\Plugin\Mail
src/Pyz/Zed/Mail/MailDependencyProvider.php 
<?php

namespace Pyz\Zed\Mail;

use Spryker\Zed\Kernel\Container;
use Spryker\Zed\Mail\Business\Model\Mail\MailTypeCollectionAddInterface;
use Spryker\Zed\Mail\Business\Model\Provider\MailProviderCollectionAddInterface;
use Spryker\Zed\Mail\MailDependencyProvider as SprykerMailDependencyProvider;
use Spryker\Zed\SalesInvoice\Communication\Plugin\Mail\OrderInvoiceMailTypePlugin;

class MailDependencyProvider extends SprykerMailDependencyProvider
{
    /**
     * @param \Spryker\Zed\Kernel\Container $container
     *
     * @return \Spryker\Zed\Kernel\Container
     */
    public function provideBusinessLayerDependencies(Container $container)
    {
        $container = parent::provideBusinessLayerDependencies($container);

        $container->extend(static::MAIL_TYPE_COLLECTION, function (MailTypeCollectionAddInterface $mailCollection) {
            $mailCollection
                ->add(new OrderInvoiceMailTypePlugin());

            return $mailCollection;
        });

        return $container;
    }
}

Set up an order invoice OMS command

Set up the following plugin:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
GenerateOrderInvoiceCommandPlugin A command in the OMS state machine that generates an invoice for an order. Spryker\Zed\SalesInvoice\Communication\Plugin\Oms
src/Pyz/Zed/Oms/OmsDependencyProvider.php 
<?php

namespace Pyz\Zed\Oms;

use Spryker\Zed\Kernel\Container;
use Spryker\Zed\Oms\Dependency\Plugin\Command\CommandCollectionInterface;
use Spryker\Zed\Oms\OmsDependencyProvider as SprykerOmsDependencyProvider;
use Spryker\Zed\SalesInvoice\Communication\Plugin\Oms\GenerateOrderInvoiceCommandPlugin;

class OmsDependencyProvider extends SprykerOmsDependencyProvider
{
    /**
     * @param \Spryker\Zed\Kernel\Container $container
     *
     * @return \Spryker\Zed\Kernel\Container
     */
    protected function extendCommandPlugins(Container $container): Container
    {
        $container->extend(static::COMMAND_PLUGINS, function (CommandCollectionInterface $commandCollection) {
            $commandCollection->add(new GenerateOrderInvoiceCommandPlugin(), 'Invoice/Generate');
            return $commandCollection;
        });

        return $container;
    }
}

Set up an order invoice OMS command

  1. Set up the following plugin:
PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
OrderInvoiceSendConsole A console command that sends not-yet-sent order invoices via email. Spryker\Zed\SalesInvoice\Communication\Console

src/Pyz/Zed/Oms/OmsDependencyProvider.php

<?php

namespace Pyz\Zed\Oms;

use Spryker\Zed\Console\ConsoleDependencyProvider as SprykerConsoleDependencyProvider;
use Spryker\Zed\Kernel\Container;
use Spryker\Zed\SalesInvoice\Communication\Console\OrderInvoiceSendConsole;

class ConsoleDependencyProvider extends SprykerConsoleDependencyProvider
{
    /**
     * @param \Spryker\Zed\Kernel\Container $container
     *
     * @return list<\Symfony\Component\Console\Command\Command>
     */
    protected function getConsoleCommands(Container $container): array
    {
        return [
            new OrderInvoiceSendConsole(),
        ];
    }
}
  1. Adjust the scheduler project configuration:

config/Zed/cronjobs/jenkins.php

/* Order invoice */
$jobs[] = [
    'name' => 'order-invoice-send',
    'command' => '$PHP_BIN vendor/bin/console order:invoice:send',
    'schedule' => '*/5 * * * *',
    'enable' => true,
    'stores' => $allStores,
];
  1. Apply the scheduler configuration update:
vendor/bin/console scheduler:suspend
vendor/bin/console scheduler:setup
vendor/bin/console scheduler:resume
Verification

Make sure that you’ve set up the invoice-related configuration:

  1. Move at least one item in an order to the invoice generated state.
  2. Make sure that, according to your DummyInvoice01.xml and SalesInvoiceConfig::getOrderInvoiceTemplatePath() configuration, the correct order invoice template has been assigned to the order (spy_sales_order_invoice).

Then, place an order with an invoice and make sure that you receive an invoice within the time configured in the scheduler.

Set up a custom order reference workflow

Enable the following behaviors by registering the plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
OrderCustomReferenceOrderPostSavePlugin After an order is saved, persists orderCustomReference in the spy_sales_order schema. Spryker\Zed\OrderCustomReference\Communication\Plugin\Sales
OrderCustomReferenceQuoteFieldsAllowedForSavingProviderPlugin Returns the QuoteTransfer fields related to a custom order reference. Spryker\Zed\OrderCustomReference\Communication\Plugin\Quote

src/Pyz/Zed/Sales/SalesDependencyProvider.php

<?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\OrderCustomReference\Communication\Plugin\Sales\OrderCustomReferenceOrderPostSavePlugin;
use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
    /**
     * @return list<\Spryker\Zed\SalesExtension\Dependency\Plugin\OrderPostSavePluginInterface>
     */
    protected function getOrderPostSavePlugins()
    {
        return [
            new OrderCustomReferenceOrderPostSavePlugin(),
        ];
    }
}

src/Pyz/Zed/Quote/QuoteDependencyProvider.php

<?php

namespace Pyz\Zed\Quote;

use Spryker\Zed\OrderCustomReference\Communication\Plugin\Quote\OrderCustomReferenceQuoteFieldsAllowedForSavingProviderPlugin;
use Spryker\Zed\Quote\QuoteDependencyProvider as SprykerQuoteDependencyProvider;

class QuoteDependencyProvider extends SprykerQuoteDependencyProvider
{
    /**
     * @return list<\Spryker\Zed\QuoteExtension\Dependency\Plugin\QuoteFieldsAllowedForSavingProviderPluginInterface>
     */
    protected function getQuoteFieldsAllowedForSavingProviderPlugins(): array
    {
        return [
            new OrderCustomReferenceQuoteFieldsAllowedForSavingProviderPlugin(),
        ];
    }
}
Verification

Log in and make sure that, at zed.mysprykershop.com/sales/detail, you can see the Custom Order Reference section with the Edit Reference button in the order details.

Set up order-saving plugins

Set up the following plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
OrderSaverPlugin Saves an order. Spryker\Zed\Sales\Communication\Plugin\Checkout
OrderTotalsSaverPlugin Saves order totals. Spryker\Zed\Sales\Communication\Plugin\Checkout
SalesOrderShipmentSaverPlugin Saves an order shipment. Adds shipment expenses. Spryker\Zed\Shipment\Communication\Plugin\Checkout
OrderItemsSaverPlugin Saves order items. Spryker\Zed\Sales\Communication\Plugin\Checkout

src/Pyz/Zed/Checkout/CheckoutDependencyProvider.php

<?php

namespace Pyz\Zed\Checkout;

use Spryker\Zed\Sales\Communication\Plugin\Checkout\OrderItemsSaverPlugin;
use Spryker\Zed\Sales\Communication\Plugin\Checkout\OrderSaverPlugin;
use Spryker\Zed\Sales\Communication\Plugin\Checkout\OrderTotalsSaverPlugin;
use Spryker\Zed\Shipment\Communication\Plugin\Checkout\SalesOrderShipmentSavePlugin;
use Spryker\Zed\Checkout\CheckoutDependencyProvider as SprykerCheckoutDependencyProvider;

class CheckoutDependencyProvider extends SprykerCheckoutDependencyProvider
{
    /**
     * @param \Spryker\Zed\Kernel\Container $container
     *
     * @return list<\Spryker\Zed\Checkout\Dependency\Plugin\CheckoutSaveOrderInterface>
     */
    protected function getCheckoutOrderSavers(Container $container)
    {
        return [
            new OrderSaverPlugin(),
            new OrderTotalsSaverPlugin(),
            new SalesOrderShipmentSavePlugin(),
            new OrderItemsSaverPlugin(),
        ];
    }
}

Set up warehouse picking relationship plugins

Enable the following behaviors by registering the plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
SalesOrdersByPickingListItemsBackendResourceRelationshipPlugin Adds sales-orders resources as a relationship to picking-list-items resources. Spryker\Glue\SalesOrdersBackendApi\Plugin\GlueBackendApiApplicationGlueJsonApiConventionConnector

src/Pyz/Glue/GlueBackendApiApplicationGlueJsonApiConventionConnector/GlueBackendApiApplicationGlueJsonApiConventionConnectorDependencyProvider.php

<?php

namespace Pyz\Glue\GlueBackendApiApplicationGlueJsonApiConventionConnector;

use Spryker\Glue\GlueBackendApiApplicationGlueJsonApiConventionConnector\GlueBackendApiApplicationGlueJsonApiConventionConnectorDependencyProvider as SprykerGlueBackendApiApplicationGlueJsonApiConventionConnectorDependencyProvider;
use Spryker\Glue\GlueJsonApiConventionExtension\Dependency\Plugin\ResourceRelationshipCollectionInterface;
use Spryker\Glue\PickingListsBackendApi\PickingListsBackendApiConfig;
use Spryker\Glue\SalesOrdersBackendApi\Plugin\GlueBackendApiApplicationGlueJsonApiConventionConnector\SalesOrdersByPickingListItemsBackendResourceRelationshipPlugin;

class GlueBackendApiApplicationGlueJsonApiConventionConnectorDependencyProvider extends SprykerGlueBackendApiApplicationGlueJsonApiConventionConnectorDependencyProvider
{
    /**
     * @param \Spryker\Glue\GlueJsonApiConventionExtension\Dependency\Plugin\ResourceRelationshipCollectionInterface $resourceRelationshipCollection
     *
     * @return \Spryker\Glue\GlueJsonApiConventionExtension\Dependency\Plugin\ResourceRelationshipCollectionInterface
     */
    protected function getResourceRelationshipPlugins(
        ResourceRelationshipCollectionInterface $resourceRelationshipCollection,
    ): ResourceRelationshipCollectionInterface {
        $resourceRelationshipCollection->addRelationship(
            PickingListsBackendApiConfig::RESOURCE_PICKING_LIST_ITEMS,
            new SalesOrdersByPickingListItemsBackendResourceRelationshipPlugin(),
        );

        return $resourceRelationshipCollection;
    }
}
Verification

Make sure that, on the following Storefront pages, even if the display property is not set in the process definition, the item states are displayed correctly:

  • Customer overview
  • Order history
  • Order details
  • Returns
  • Return details
  1. Make sure you have the sales-orders resource as a relationship to picking-list-items when you do a request.

GET https://glue-backend.mysprykershop.com/picking-lists/{{picking-list-uuid}{?include=picking-list-items,sales-orders

Response body example ```json { "data": { "id": "14baa0f3-e6e7-5aa8-bc6c-c02ec39ca77b", "type": "picking-lists", "attributes": { "status": "picking-finished", "createdAt": "2023-03-23 15:47:07.000000", "updatedAt": "2023-03-30 12:47:45.000000" }, "relationships": { "picking-list-items": { "data": [ { "id": "65bb3aec-0a45-5ec6-9b12-bbca6551d87f", "type": "picking-list-items" } ] } }, "links": { "self": "https://glue-backend.mysprykershop.com/picking-lists/14baa0f3-e6e7-5aa8-bc6c-c02ec39ca77b?include=picking-list-items,sales-orders" } }, "included": [ { "id": "DE--1", "type": "sales-orders", "attributes": { "cartNote": null, "orderReference": "DE--1" }, "links": { "self": "https://glue-backend.mysprykershop.com/sales-orders/DE--1?include=picking-list-items,sales-orders" } }, { "id": "65bb3aec-0a45-5ec6-9b12-bbca6551d87f", "type": "picking-list-items", "attributes": { "quantity": 1, "numberOfPicked": 1, "numberOfNotPicked": 0, "orderItem": { "uuid": "31e21001-e544-5533-9754-51331c8c9ac5", "sku": "141_29380410", "quantity": 1, "name": "Asus Zenbook US303UB", "amountSalesUnit": null } }, "relationships": { "sales-orders": { "data": [ { "id": "DE--1", "type": "sales-orders" } ] } }, "links": { "self": "https://glue-backend.mysprykershop.com/picking-list-items/65bb3aec-0a45-5ec6-9b12-bbca6551d87f?include=picking-list-items,sales-orders" } } ] } ```

Install feature frontend

Follow the steps below to install the Order Management feature frontend.

Prerequisites

To start the feature integration, overview and install the necessary features.

NAME VERSION
Spryker Core 202311.0
Cart 202311.0
Checkout 202311.0
Customer Account Management 202311.0

1) Install the required modules

composer require spryker-feature/order-management: "202311.0" --update-with-dependencies
Verification

Make sure that the following modules have been installed:

MODULE EXPECTED DIRECTORY
OrderCustomReferenceWidget vendor/spryker-shop/order-custom-reference-widget

2) Add translations

  1. Append the glossary according to your configuration:
order_cancel_widget.cancel_order,Cancel Order,en_US
order_cancel_widget.cancel_order,Bestellung stornieren,de_DE
order_cancel_widget.order.cancelled,Order was canceled successfully.,en_US
order_cancel_widget.order.cancelled,Die Bestellung wurde erfolgreich storniert.,de_DE
  1. Import data:
console data:import:glossary
Verification

Ensure that in the database, the configured data has been added to the spy_glossary table.

3) Enable controllers

Register the following route provider on the Storefront:

PROVIDER NAMESPACE
OrderCancelWidgetRouteProviderPlugin SprykerShop\Yves\OrderCancelWidget\Plugin\Router

src/Pyz/Yves/Router/RouterDependencyProvider.php

<?php

namespace Pyz\Yves\Router;

use Spryker\Yves\Router\RouterDependencyProvider as SprykerRouterDependencyProvider;
use SprykerShop\Yves\OrderCancelWidget\Plugin\Router\OrderCancelWidgetRouteProviderPlugin;

class RouterDependencyProvider extends SprykerRouterDependencyProvider
{
    /**
     * @return list<\Spryker\Yves\RouterExtension\Dependency\Plugin\RouteProviderPluginInterface>
     */
    protected function getRouteProvider(): array
    {
        return [
            new OrderCancelWidgetRouteProviderPlugin(),
        ];
    }
}
Verification

Ensure that the yves.mysprykershop.com/order/cancel route is available for POST requests.

4) Set up behavior

Set up the following behaviors.

Set up an order cancellation behavior

Set up the following plugin:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
OrderCancelButtonWidget Displays the Cancel button on the Storefront. SprykerShop\Yves\OrderCancelWidget\Widget

src/Pyz/Yves/ShopApplication/ShopApplicationDependencyProvider.php

<?php

namespace Pyz\Yves\ShopApplication;

use SprykerShop\Yves\OrderCancelWidget\Widget\OrderCancelButtonWidget;
use SprykerShop\Yves\ShopApplication\ShopApplicationDependencyProvider as SprykerShopApplicationDependencyProvider;

class ShopApplicationDependencyProvider extends SprykerShopApplicationDependencyProvider
{
    /**
     * @return list<string>
     */
    protected function getGlobalWidgets(): array
    {
        return [
            OrderCancelButtonWidget::class,
        ];
    }
}
Verification

Ensure the following:

  • The OrderCancelButtonWidget widget has been registered.
  • On the Order Details page on the Storefront, the Cancel button is displayed.
  • In the item state table column on the Customer Overview and Order History pages on the Storefront, you can see the aggregated order item states.
  • On the Return Page on the Storefront, aggregated return item states are displayed.
  • On the Order Detail and Return Detail pages on the Storefront, item states are displayed.

5) Enable a route provider plugin

Register the route provider in the Yves application:

PROVIDER NAMESPACE
OrderCustomReferenceWidgetRouteProviderPlugin SprykerShop\Yves\OrderCustomReferenceWidget\Plugin\Router

src/Pyz/Yves/Router/RouterDependencyProvider.php

<?php

namespace Pyz\Yves\Router;

use Spryker\Yves\Router\RouterDependencyProvider as SprykerRouterDependencyProvider;
use SprykerShop\Yves\OrderCustomReferenceWidget\Plugin\Router\OrderCustomReferenceWidgetRouteProviderPlugin;

class RouterDependencyProvider extends SprykerRouterDependencyProvider
{
    /**
     * @return list<\Spryker\Yves\RouterExtension\Dependency\Plugin\RouteProviderPluginInterface>
     */
    protected function getRouteProvider(): array
    {
        return [
            new OrderCustomReferenceWidgetRouteProviderPlugin(),
        ];
    }
}

5) Set up widgets

  1. Register the following plugin to enable widgets:
PLUGIN DESCRIPTION PREREQUISITES NAMESPACE
OrderCustomReferenceWidget Edits and shows a custom order reference on the Storefront. SprykerShop\Yves\OrderCustomReferenceWidget\Widget

src/Pyz/Yves/ShopApplication/ShopApplicationDependencyProvider.php

<?php

namespace Pyz\Yves\ShopApplication;

use SprykerShop\Yves\OrderCustomReferenceWidget\Widget\OrderCustomReferenceWidget;
use SprykerShop\Yves\ShopApplication\ShopApplicationDependencyProvider as SprykerShopApplicationDependencyProvider;

class ShopApplicationDependencyProvider extends SprykerShopApplicationDependencyProvider
{
    /**
     * @return list<string>
     */
    protected function getGlobalWidgets(): array
    {
        return [
            OrderCustomReferenceWidget::class,
        ];
    }
}
  1. Enable Javascript and CSS changes:
console frontend:yves:build
Verification

To make sure that you’ve registered the widget, log in as a customer on the Storefront and check that the Custom order reference form is present on the order view page.

Integrate the following related features:

FEATURE REQUIRED FOR THE CURRENT FEATURE INSTALLATION GUIDE
Install the Comments + Order Management feature Install the Comments + Order Management feature
Install the Order Management Glue API Install the Order Management Glue API
Install the Company Account + Order Management feature Install the Company Account + Order Management feature
Install the Product + Order Management feature Install the Product + Order Management feature
Install the Customer Account Management + Order Management feature Install the Customer Account Management + Order Management feature
Packaging Units feature integration Packaging Units feature integration
Install the Product + Order Management feature Install the Product + Order Management feature
Install the Product Options + Order Management feature Install the Product Options + Order Management feature