In a large-scale ecommerce platform like Magento, low-maintained order and customer management weight the process and system down considerably. Indeed, the representation of order numbers and customer IPs take up small areas in Magento 2 sales documents; however, they truly take important roles in infrequent situations.
For instance, there are a hundred customers named “Vanessa” and you have to track one of the orders by this account name.
Without displaying the Customer IP, you will in deep water to find out the exact customer of the order on the order detail page. Hence, we give you a short and simple tutorial to add order number and customer IP in Magento 2. We divide the article into two sections: add order number and add customer IP in Magento 2.
Now, let’s see how fast and easily you can complete these two configurations!
Where to find Magento 2 sales documents
Table of Contents
Magento sales documents are able to be printed out, in most cases, a copy of each document will be given to customers. Magento gas attaches this function to the default backend. In detail, to print the documents out, under Store > Configuration > Sales > Invoice/Shipment/Credit memo section, click on the Print button on the upper-right corner of the page, the invoices, shipments records and credit memos will be automatically generated.
However, you also got chances to optimize this process by this Auto Invoice for Magento 2 extension. It saves you lots of time by cutting down the manual invoices and shipments generating step and minimize miscues in sending sales documents to customers. Now, let’s jump to practice!
Add order number to sales documents in Magento 2
On the Admin Sidebar, navigate to Store > Setting > Configuration
On the left side, down to the Sales tab, choose PDF Print-outs
These are the settings that you need to set up to add the order number to sales documents in Magento 2.
*Note: you can use Magento 2 Custom Order Number extension for the best convenience of sales management, customer management, and data security.
Under the Invoice section:
- In Display Order ID in Header, you can turn on/off the function
- Choose Yes to display the order ID in Header
Under the Shipment section:
- In Display Order ID in Header, you can turn on/off the function
- Choose Yes to display the order odder ID in Header
Under the Credit Memo section:
- In Display Order ID in Header, you can turn on/off the function
- Choose Yes to display the order odder ID in Header
After configuring these settings, here is the result you got. We take the Shipping record as an example.
Before,
The sales document before added the customer ID
After,
The sales document after added the customer ID
Add Customer IP to sales documents in Magento 2
- On the Admin Sidebar, navigate to Stores> Settings > Configuration
- On the left side, down to the Sales tab, choose Sales
- Open the General settings
In Hide Customer IP, you can turn on/off the function that whether a customer IP is shown in orders, invoices, shipments, and credit memos or not.
In this case, choose Yes to display the customer IP in the sales documents. Here is an example.
Before,
The order detail information before added the customer IP
The order detail information after added the customer IP
So this is done! Do you think this configuration would benefit you right away? We hope that it will be a “Yes”! This tutorial is one piece in our How-to series, with which we hope you keep us company in your journey to build up your Magento-based business. Don’t forget to leave a comment on the box right down below to let us know what you are thinking about this article. Let’s just stay in touch with us!
