Order processing tutorial

Step 1. Configure the store

The default Luma store needs additional configuration to run the REST calls mentioned in this tutorial.

Set the payment method

Since the Luma store is for demonstration purposes only, it is not set up to handle credit card payments. However, it can simulate any of the following offline payment methods:

Payment type Configuration name Enabled by default?
Check/Money Order checkmo Yes
Bank Transfer Payment banktransfer No
Cash on Delivery cashondelivery No
Purchase Order purchaseorder No
Zero Subtotal Checkout free Yes

In this tutorial, configure Magento to accept bank transfer payments. To allow bank transfer payments (or any other offline payment method) as a payment method, log in to Admin and select Stores > Settings > Configuration > Sales > Payment Methods. Then enable the payment method and click Save.

Upon clicking Save, a notification message states that the cache needs to be refreshed. Click the System > Tools > Cache Management link to refresh the cache.

Deactivate a cart price rule

By default, the Luma store includes a promotion where shipping is free if you spend at least $50. Since this tutorial shows shipping calculations, we need to deactivate this promotion. The promotion is defined in a cart price rule, which is also known as a sales rule. When you deactivate the cart price rule, shipping is charged at a flat rate of $5 per item.

To disable this cart price rule, select Marketing > Promotions > Cart Price Rules. Then edit rule ID 2 (Spend $50 or more - shipping is free!), and toggle the Active switch to No. Be sure to save the change.

Configure supported shipping methods (optional)

If an order contains one or more simple, configurable, bundle, or group products, then you must specify how the order will be shipped. Downloadable items cannot be shipped, and Magento does not calculate shipping charges for downloadable items.

Since we are not actually shipping any products in this tutorial, we do not need to set up an account with a shipping company such as UPS or Federal Express. Instead, we can use the offline shipping methods that are configured by default.

Shipping type Configuration name Enabled by default?
Flat rate flatrate Yes
Table rate tablerate Yes
Free shipping freeshipping No

If you want to change which offline shipping methods are available, select Stores > Settings > Configuration > Sales > Shipping Methods in Admin. Enable or disable the shipping methods as desired, then click Save.

Upon clicking Save, a notification message states that the cache needs to be refreshed. Click the Cache Management link to refresh the cache.