Step 1. Configure your environment

Order processing with Inventory Management

This step guides you through the process of configuring your Magento instance so that you can perform the Order Processing with Inventory Management tutorial.

Configure payment and delivery methods

For this tutorial, we’ll assume that payment and delivery methods are configured globally. You can also make configuration changes at the website or store view level.

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:

  1. Log in to Admin and select Stores > Settings > Configuration > Sales > Payment Methods.
  2. Enable the payment method.
  3. Click Save Config.

Configure supported delivery methods

If an order contains one or more physical products, then the customer must either specify a delivery method or select a location for in-store pickup. 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 delivery 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
In-store pickup pickup No

To change which offline delivery methods are available:

  1. Select Stores > Settings > Configuration > Sales > Delivery Methods in Admin.
  2. Enable the In-store pickup delivery method and adjust the status of any other delivery method, as desired.
  3. Click Save Config.

Configure distance calculations

This tutorial uses an offline method to calculate distances for shipping and in-store pickup.

  1. Set the Stores > Settings > Catalog > Inventory > Distance Provider for Distance Based SSA > Provider field to Offline calculation.

  2. Run the following command to import US geocodes:

    bin/magento inventory-geonames:import us

    Inventory CLI reference provides additional information about this command.

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.

Flush the cache

Run the following command to cache the changes in configuration.

1
bin/magento cache:flush

Verify this step

Click Stores > Settings > All Stores. The websites, stores, and store views are displayed in the grid.