ShipEasy: Magento 2 Orders Grid Management

#Overview

ShipEasy transforms the standard Magento orders grid into a full-featured order management workspace. It adds custom columns - SKUs, product images, live stock levels, revenue, shipping rules, tags, customer avatars, eBay user IDs, and custom product attributes - alongside mass-action tools, inline editing, CSV import, and a barcode-scan interface.

ShipEasy is not a rate-shopping or label-generation tool. It enriches and speeds up the orders-grid workflow your fulfilment team uses every day.

This module helps you:

• See everything about an order at a glance without opening the order detail page
• Apply bulk status changes, invoicing, shipping, and tagging to dozens of orders in one click
• Automate carrier routing by building ShipRules that match orders by weight, dimension, postcode, or shipping method
• Update order data in bulk by uploading a CSV from your carrier or 3PL
• Create Zendesk support tickets directly from an order row (Pro plan)

#When to use this

Use ShipEasy when you want to:

• Process high order volumes faster by replacing repeated order-detail page visits with grid-level actions
• Route orders to the right carrier automatically based on weight, size, or destination
• Let warehouse staff scan barcodes to confirm picks and ship orders without using the mouse
• Import tracking numbers from a carrier CSV in one batch rather than entering them one by one
• Surface stock-level warnings on the grid so you can catch back-order problems before they ship

#Key capabilities for Magento 2 orders grid management

• Custom grid columns - add SKUs, images, stock levels, revenue, tracking, tags, priority, and more to the orders grid
• ShipRules engine - auto-assign a routing tag to orders based on weight, max dimension, postcode, SKU count, or shipping method
• Mass actions - change status, invoice, ship-and-invoice, update tags, add/remove tracking, and print for multiple orders at once
• Inline editing - update order status, shipping address, customer email, printed flag, priority, and ShipRule without leaving the grid
• Barcode scan - scan order IDs or tracking numbers to process shipments at the warehouse
• CSV import - upload a carrier CSV to add tracking numbers and update order data in bulk
• Zendesk integration - open a ticket creation form from any order row (Pro plan)
• Row colorising - colour-code grid rows by order status to spot priorities instantly

#Installation

ShipEasy installs via Composer, then activates with a license key from your Moogento.com account. The whole flow takes about 5 minutes.

#Step 1: Get your Composer keys from Moogento.com

1. Sign in at https://www.moogento.com and open My Plugins in your account menu.
2. Find ShipEasy in the list of plugins you own.
3. Generate (or reveal) the Composer access keys for that plugin - a public key and a private key.
4. Add your install domain to the key. Each Composer key is tied to a specific domain - if you're installing on yourstore.com, add yourstore.com to the key's allowed domains. The Composer download will be rejected on any other domain.

If you run staging and production on different domains, add both - separate keys per environment are fine too.

#Step 2: Install the module with Composer

From your Magento 2 root directory:

composer require moogento/module-shipeasy

When Composer asks for credentials, paste the public key as the username and the private key as the password. They'll be cached in ~/.composer/auth.json for future runs.

#Step 3: Enable the module in Magento

php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento cache:clean

If you run php bin/magento module:status Moogento_Shipeasy you should see it listed as enabled.

#Step 4: Add your license key in the Moogento admin

1. Still on https://www.moogento.com > My Plugins, copy the license key for ShipEasy (separate from the Composer keys you used above).
2. In your Magento admin, go to Stores > Configuration > Moogento > Licenses.
3. Find the row for ShipEasy and paste the license key.
4. Click Save Config, then run php bin/magento cache:clean once.

The license validates within a few seconds. You should see the module's status flip to active. If it stays inactive, double-check the domain on the license matches where you've installed - domain mismatch is the most common cause.

#Setup overview

Most setup happens in:

Stores > Configuration > Moogento > ShipEasy

You'll mainly work with these groups:

• General - enable the module, shipped-status definition, grid styling, comment suppression
• Orders Page: Columns - choose which columns appear and in what order
• Orders Page: Row Colors - configure hover highlight intensity
• Orders Page: 1-Click Emails & Comments Templates - default templates for quick emails and comments from the grid
• Orders Page: Action Menu Options - show or hide each mass-action button
• Process: Scan - enable the barcode-scan button on the orders page
• Process: CSV - enable CSV import and configure column name mappings
• Order Detail: Product Grid - show product images in order detail
• ShipRules: Setup - enable the ShipRules engine and set weight unit and dimension attribute
• ShipRules: Rules - define and manage individual routing rules
• Pre-Process: Order Data - control the background cron that indexes advanced column data
• Integration: Zendesk - enter Zendesk subdomain, username, and API token (Pro plan)

#Common setups

#Add custom columns to the orders grid

Display richer data on each order row so your team can act without opening individual orders.

#How to set it up

1. Go to: Stores > Configuration > Moogento > ShipEasy > Orders Page: Columns

2. The column picker interface lets you drag columns into position and toggle their visibility. Enable the columns your team needs - common choices are SKUs, Product Images, Stock, Revenue, Tracking, Tags, Priority, and Customer.

3. Save config, then run php bin/magento cache:clean.

#Notes

• The number of columns available depends on your plan: Seed (10 columns), Growth (20 columns), Pro (30+ columns with custom column configuration).
• Custom product attribute columns (shelf location, colour, size) are available on Pro. Configure the attribute code in the Columns picker.
• You can also manage columns from the CLI: php bin/magento moogento:shipeasy:columns.

#Set up ShipRules to auto-route orders to carriers

Automatically tag each order with the carrier or packing method it should use, based on weight, dimension, postcode, or shipping method.

#How to set it up

1. Go to: Stores > Configuration > Moogento > ShipEasy > ShipRules: Setup

2. Set Enable ShipRules? = Yes.

3. Set Weight unit of measure to match the unit used on your products (e.g. grams, kg, lbs). This is a display label - the number entered in each rule must match your product weight unit.

4. (Optional) Set Product attribute: Max Dimension to the attribute code on your products that holds the maximum physical dimension. Needed only if you want to match rules by size.

5. Click Save Config.

6. Go to: Stores > Configuration > Moogento > ShipEasy > ShipRules: Rules

7. Add one rule per carrier or routing scenario. Each rule can match on weight range, max dimension, shipping method, postcodes, and SKU count. Give each rule a descriptive name - the name appears as the order tag in the grid.

8. Save config and run php bin/magento cache:clean.

#Notes

• The ShipRules engine runs via cron every 5 minutes. New orders receive their tag automatically; existing orders update on the next cron cycle.
• To test a rule against a specific order before going live: php bin/magento moogento:shipeasy:shiprules --action=set-for-order --increment-id=100000123 --dry-run.
• ShipRules is a Pro plan feature. The engine setup fields are visible on all plans but rule processing requires a Pro license.

#Import tracking numbers from a carrier CSV

Upload a file from your carrier or 3PL to add tracking numbers to many orders at once.

#How to set it up

1. Go to: Stores > Configuration > Moogento > ShipEasy > Process: CSV

2. Set Show 'Process: CSV' button in Orders page? = Yes.

3. Configure the CSV column name mappings to match the column headers in your carrier's export:

   • CSV column title for: Order ID - the column header that holds Magento order increment IDs (required)
   • CSV column title for: Tracking Info - the column header that holds tracking numbers
   • CSV column title for: Carrier Title - the column header that holds carrier names (optional)
   • CSV default value for: Carrier Title - fallback carrier name if a row has none
   • CSV column title for: Sku and CSV column title for: Qty - for partial shipments
   • CSV column title for: Admin Comment and CSV column title for: Customer Comment - to write comments from the CSV

4. Save config.

5. In the orders grid, click Process: CSV, upload your file, and review the import results.

#Notes

• Every row in the CSV must have an Order ID. Rows without an Order ID are skipped.
• To notify customers when a second or third tracking number is added: set Send specific transactional email if 2nd/3rd/etc. tracking number added? = Yes.
• The Delivered By Date (DBD) column requires TrackEasy Growth or Pro installed; date format must be Y-m-d (e.g. 2024-05-27).

#Enable row colorising by order status

Give your team an instant visual read of the orders grid without scanning individual status labels.

#How to set it up

1. Go to: Stores > Configuration > Moogento > ShipEasy > General

2. Set Colorize order rows based on status? = Yes.

3. (Optional) Set Hover Highlight Percent under Orders Page: Row Colors to adjust how much lighter or darker a row becomes on hover.

4. Save config and run php bin/magento cache:clean.

#Notes

• Colors are driven by the order status assigned to each row color slot. Edit the color hex values in the Row Colors group.
• The tighter grid layout options (Use ShipEasy grid design, in all admin grids? and Use ShipEasy grid design, in the Orders page?) can be enabled in the same General group. The all-grids option is a Pro plan feature.

#Features reference

#Pre-Process: Order Data

• What it does - a background cron job indexes order data into ShipEasy's custom database columns. Advanced columns like "# SKUs in order" and revenue calculations depend on this index being current.
• When to use it - enable after installation and leave it running. On a fresh install with many historical orders, the initial index may take several minutes to a few days depending on order count and batch size.
• Config path: Stores > Configuration > Moogento > ShipEasy > Pre-Process: Order Data (moogento_shipeasy/indexer_order/cron_job_status)
• Key settings:
  • Orders indexed each run - default 500. Increase for faster initial indexing on a powerful server; reduce if the server is under load.
  • Skip archived orders - default Yes. Significantly reduces processing time on Adobe Commerce installations where the archive module is active.
  • Skip orders older than X days - default 1. Set to blank (no limit) for a full historical import; set to 30–90 for active stores that only need recent data indexed.
  • A Manual button processes the last 50 orders immediately without waiting for cron.

#Orders Page: Action Menu Options

• What it does - controls which bulk-action buttons appear in the orders-grid toolbar. You can hide actions your team doesn't use to keep the interface clean.
• When to use it - hide unused actions (e.g. hide Invoice if your accounting system invoices automatically).
• Config path: Stores > Configuration > Moogento > ShipEasy > Orders Page: Action Menu Options (moogento_shipeasy/actionmenuoptions/*)
• Toggleable actions: Invoice, Ship, Invoice & Ship, Update Status, Set OrderTag, Set OrderTag.2, Set OrderTag.Printed, Update Priority, Update Shiprule.

#Orders Page: 1-Click Emails & Comments Templates

• What it does - pre-fill the subject and body used when your team sends a quick email or adds an order comment from the grid. Supports tokens: {customer-name}, {order-id}, {ordered-skus}, {sku-name}, {ordered-product-names}, {website-url}, {website-name}.
• When to use it - set once, then your warehouse or support team can send on-brand messages in one click without typing.
• Config path: Stores > Configuration > Moogento > ShipEasy > Orders Page: 1-Click Emails & Comments Templates (moogento_shipeasy/emailsandcommentstemplates/*)

#Process: Scan

• What it does - shows a barcode-scan button on the orders page. Clicking it opens a scan interface where warehouse staff can scan order IDs, product barcodes, or tracking numbers to process orders without touching a mouse.
• When to use it - ideal for warehouse pick-and-pack stations where speed and hands-free operation matter.
• Config path: Stores > Configuration > Moogento > ShipEasy > Process: Scan (moogento_shipeasy/process_scan/show_process_scan)

#Order Detail: Product Grid

• What it does - adds product thumbnail images to the order detail product table, so staff can visually confirm the items in the order.
• When to use it - enable for warehouses where visual product recognition reduces pick errors.
• Config path: Stores > Configuration > Moogento > ShipEasy > Order Detail: Product Grid (moogento_shipeasy/product_grid/show_product_images)

#Integration: Zendesk

• What it does - connects ShipEasy to your Zendesk account so you can create a support ticket from any order row in one click. The ticket form pre-fills with order and customer data.
• When to use it - useful for support teams who handle customer queries by searching orders and need to open tickets without switching between tabs.
• Config path: Stores > Configuration > Moogento > ShipEasy > Integration: Zendesk (moogento_shipeasy/zendesk_integration/*)
• Requirements: Pro plan. After saving Zendesk credentials, enable the Contact > Zendesk column in the Orders Page: Columns to see the Zendesk icon on each order row.

#Advanced configuration

#Override Magento's status-change restrictions

#What it does

Magento normally prevents certain status transitions (for example, cancelling a Completed order). The Allow changing status even where Magento logic doesn't allow it? toggle in the General group lifts those guards.

#Setup

1. Go to Stores > Configuration > Moogento > ShipEasy > General.
2. Set Allow changing status even where Magento logic doesn't allow it? = Yes.
3. Save config.

Technical path: moogento_shipeasy/general/allow_se_changing_status

#Notes

• Use with care. Orders that have been force-transitioned outside normal Magento state flows may behave unexpectedly if you later try to invoice, ship, or refund them through standard Magento tools.
• The Allow 'sE: Ship' without Invoice option (moogento_shipeasy/general/allow_complete_without_invoice) is a related toggle that lets you mark an order as shipped before an invoice exists.

#Define which status means "Shipped"

#What it does

ShipEasy fires a "shipped" event whenever it moves an order to the status you designate as Shipped. This is used to trigger external integrations (Amazon, Etsy, 3PL services) via Magento's event system.

#Setup

1. Go to Stores > Configuration > Moogento > ShipEasy > General.
2. Set Which status = Shipped? to the order status your store uses to represent a shipped order (default: Complete).
3. Save config.

Technical path: moogento_shipeasy/general/define_shipped_status

#Suppress order status comments

#What it does

By default, Magento and ShipEasy both add a comment to order history every time the status changes. These can clutter the order comment thread. The General group offers three suppression options:

• Disable ShipEasy status-change comments? (moogento_shipeasy/general/disable_szy_order_status_comment)
• Disable Magento status-change comments? (moogento_shipeasy/general/disable_magento_order_status_comment) - Pro plan
• Disable M2Epro order comments? (moogento_shipeasy/general/disable_m2epro_order_comment) - Pro plan
• Allow deletion of order status comments? (moogento_shipeasy/general/enable_delete_order_status_comment) - adds a delete button to individual comments on order/invoice/shipment/credit memo pages; Pro plan

#Setup

1. Go to Stores > Configuration > Moogento > ShipEasy > General.
2. Toggle the options appropriate for your store.
3. Save config.

#Tips & best practices

• Start with fewer columns. Enable only the columns your team actually reads on the grid. A dense grid with 20 columns slows down your team; 6–8 focused columns is often faster.
• Enable the indexer and leave it on. The Pre-Process: Order Data cron is required for accurate SKU counts, revenue, and stock columns. Disabling it causes those columns to show stale or blank data.
• Test ShipRules with --dry-run first. Before enabling rules in production, use the CLI dry-run to verify the correct rule matches each order type. A mis-configured rule silently overwrites tags.
• Match your CSV column headers exactly. The CSV import does a case-sensitive match against the column title fields in Process: CSV configuration. If your carrier changes a column name, update the config field to match.
• Use the batch-size setting conservatively. The default of 500 orders per indexer run is appropriate for most stores. Only raise it if your server has headroom to spare; a too-large batch can cause memory pressure during peak traffic.
• Suppress comments in high-volume stores. If your order history becomes cluttered with automated status comments, enabling the comment-suppression options in General keeps order history readable.
• Check var/log/moogento_shipeasy.log when a mass action doesn't complete. Enable logging temporarily in General, reproduce the issue, then check the log for which orders caused the problem.

#Troubleshooting

#Grid columns show blank or stale data

Columns like "# SKUs in order", "Revenue", and "Stock" depend on the background indexer.

• Cause: The Pre-Process: Order Data cron is disabled, or the initial index hasn't finished.
• Check: Go to Stores > Configuration > Moogento > ShipEasy > Pre-Process: Order Data and read the "Current progress" progress bar. Confirm Enabled? = Yes and that Magento's cron is running (php bin/magento cron:run from CLI to test).
• Resolution: Enable the indexer, confirm cron is healthy, and allow time for the initial index to complete. Click the Manual button to index the last 50 orders immediately without waiting for cron.

#ShipRule tag not appearing on orders

The correct rule exists in configuration but orders aren't getting the tag.

• Cause: The ShipRules engine is disabled, the order doesn't match any rule criteria, or the cron hasn't run yet.
• Check: Confirm Enable ShipRules? = Yes in ShipRules: Setup. Then run a dry-run: php bin/magento moogento:shipeasy:shiprules --action=set-for-order --increment-id=XXXXXXX --dry-run and read the output to see which rule (if any) matches.
• Resolution: Adjust the rule weight range, postcodes, or shipping method criteria to cover the order. Save config and allow up to 5 minutes for the next cron cycle.

#Mass action doesn't finish or only processes some orders

A bulk status-change or invoice action stops part-way through.

• Cause: A very large batch (20+ orders) can approach browser timeout limits; individual order-state conflicts also stop processing.
• Check: Enable logging in General and re-run the action. Review var/log/moogento_shipeasy.log for which order caused a halt and why.
• Resolution: For large batches, use the CLI instead: php bin/magento moogento:shipeasy:order-status --status=processing --order-ids=100000001,100000002,.... ShipEasy's batch processor handles 10 orders per internal cycle with timeout protection, so very large batches will complete but may take longer than expected in the browser.

#CSV import rows are skipped

Some rows in the uploaded file don't result in any order update.

• Cause: The Order ID column header in the file doesn't match what's configured in Process: CSV, or the row has no Order ID value.
• Check: Open the import results page after the upload. Skipped rows are listed with a reason. Compare the header row of your CSV to the CSV column title for: Order ID setting.
• Resolution: Update the config field to match the exact column header (case-sensitive), or rename the column in your carrier export. Every row must have a valid order increment ID.

#Duplicate tracking columns appear in the grid

Two tracking columns appear side by side - one labelled "sE: Tracking" and one "tE: Tracking".

• Cause: Both ShipEasy and TrackEasy are installed. This is expected behaviour. "sE: Tracking" shows pre-shipment tracking numbers managed by ShipEasy (editable inline). "tE: Tracking" shows post-shipment tracking data managed by TrackEasy. Only the ShipEasy column is visible by default; the TrackEasy column must be enabled deliberately in the column setup.
• Resolution: If you only need one column, disable the other in Stores > Configuration > Moogento > ShipEasy > Orders Page: Columns.

#FAQs

#How do I add more columns to my Magento orders grid?

Go to Stores > Configuration > Moogento > ShipEasy > Orders Page: Columns and enable the columns you want from the drag-and-drop picker. The columns available depend on your plan tier - Seed gets 10, Growth gets 20, and Pro gets 30+ including custom product attribute columns. See Common setups for the full walkthrough.

#How do I automatically route orders to different carriers?

Enable ShipRules in Stores > Configuration > Moogento > ShipEasy > ShipRules: Setup, then define your routing rules in ShipRules: Rules. Each rule matches orders by weight range, max dimension, postcode, SKU count, or shipping method and stamps a tag on the order that your warehouse team can sort on. See Common setups for full steps.

#How do I import tracking numbers from my carrier in bulk?

Enable CSV import in Stores > Configuration > Moogento > ShipEasy > Process: CSV, map your carrier CSV column headers to the config fields, save, then click the Process: CSV button on the orders grid and upload your file. See Common setups for details.

#Does ShipEasy work with PickPack?

Yes. When PickPack is installed alongside ShipEasy, printing a packing sheet or invoice via PickPack can automatically update a ShipEasy OrderTag on the order and optionally change the order status. Configure this in Stores > Configuration > Moogento > PickPack > PDFs - each PDF type has a "Set OrderTag after printing?" option powered by ShipEasy. See PickPack for PickPack-specific setup.

#Does ShipEasy work with TrackEasy?

Yes. When both modules are installed the orders grid gains a second tracking column - "sE: Tracking" (ShipEasy pre-shipment tracking, editable from the grid) and "tE: Tracking" (TrackEasy post-shipment tracking). Only the ShipEasy column is shown by default. See TrackEasy for TrackEasy-specific setup.

#Which plan do I need for ShipEasy?

ShipEasy has three tiers: Seed (10 grid columns, basic bulk actions, ShipRules, barcode scan, CSV import), Growth (20 columns, advanced bulk actions, TrolleyBox integration), and Pro (30+ columns, custom column configuration, Zendesk integration, all CLI tools). Check your current plan at Stores > Configuration > Moogento > Licenses, or visit moogento.com to upgrade.

#What happens when ShipEasy is disabled?

The orders grid reverts to the standard Magento grid - custom columns, row colors, and mass actions added by ShipEasy disappear. Order data stored in ShipEasy's database tables (tags, revenue, ShipRule assignments) is retained; it becomes visible again when the module is re-enabled. No order or customer data is deleted.

#Is ShipEasy compatible with Hyvä, Luma, and Porto themes?

ShipEasy only modifies the Magento admin interface (the orders grid and configuration pages). It has no frontend storefront component, so your choice of Hyvä, Luma, Porto, or any other frontend theme has no effect on ShipEasy's functionality.

#Why is the revenue column showing the wrong total?

The revenue column shows total_paid minus total_refunded and is pre-calculated by a background cron that runs every 15 minutes. If a refund was issued recently, the column may not yet reflect it. To refresh immediately, run the revenue recalculation cron manually: php bin/magento cron:run --group=default. If the column is consistently off, check that ShipEasy's revenue data is intact and that another extension is not overriding ShipEasy's order event listeners.

#Can I create Zendesk tickets from the orders grid?

Yes, on the Pro plan. Enter your Zendesk subdomain, username, and API token in Stores > Configuration > Moogento > ShipEasy > Integration: Zendesk, then enable the Contact > Zendesk column in the Orders Page: Columns. A Zendesk icon appears on each order row; clicking it opens a pre-filled ticket creation form.

#Related guides

• PickPack - print packing sheets, invoices, and labels; integrates with ShipEasy OrderTags on print
• TrackEasy - post-shipment tracking emails and delivery updates; adds a second tracking column alongside ShipEasy's
• Pick-n-Scan - barcode-scan pick workflow that coordinates with ShipEasy's scan interface (guide not yet published)

#Need help?

• moo@moogento.com
• Include:
  • Magento version
  • Module name
  • What you're trying to do