Extension guide

Magento 2 Sales Order Customer Grid User Guide

B2B teams waste minutes hunting the right Magento customer when Create Order only shows name and email. This guide shows how Toweringmedia Sales Order Customer Grid ($199.99) adds company information and configurable columns to the admin customer picker—install overview, setup, troubleshooting, and FAQ.

Buy Sales Order Customer Grid — $199.99 → Talk to Towering Media

There is no separate wiki page for this module yet—this CMS guide is the primary how-to. Product details and add-to-cart live on the Toweringmedia Sales Order Customer Grid page. Browse more modules in Magento 2 Extensions.

Why Admin Create Order Is Painful for B2B
What This Extension Solves
Key Features
System Requirements
Installation Overview
Configure Grid Columns
Create Order with Company Context
Troubleshooting
Frequently Asked Questions
Related Extensions & Resources
Get the Extension

Why Admin Create Order Is Painful for B2B

Default Magento customer selection for admin orders is built for simple B2C stores:

Name collisions — multiple contacts share similar names across companies
Missing company column — staff cannot scan by account / organization
Slow lookup — support opens extra tabs to confirm the right customer ID
Training friction — new CS agents guess wrong accounts on phone orders

Watch for: If phone-order error rates climb, check whether agents can see company context before they click Select.

What This Extension Solves

Toweringmedia Sales Order Customer Grid improves B2B customer lookup during Magento admin order creation by surfacing company information and configurable grid fields.

Adds company information to the admin customer selection grid
Improves B2B customer lookup during Create New Order
Configurable grid field visibility
Faster, safer customer selection for phone and wholesale orders
Hyvä-compatible stores (admin UI module)

Composer: toweringmedia/module-sales-order-customer-grid Price: $199.99 View product page →

Key Features

Company column (and related customer attributes where configured)
Admin Create Order customer grid enhancements
Configurable visible fields
Works with Magento’s native Create Order workflow
Open Source & Adobe Commerce Magento 2.4.x

System Requirements

Magento: 2.4.4 – 2.4.7+ (Open Source & Adobe Commerce)
PHP: 8.1, 8.2, or 8.3
Towering Media Composer repository credentials
Customer company / related attributes populated for B2B accounts (as applicable)

General Composer install steps: Installation guide.

Installation Overview

Step 1: Authenticate Composer

Add your Towering Media credentials to auth.json in the Magento root (same pattern as other Towering Media extensions).

Step 2: Require the package

composer require toweringmedia/module-sales-order-customer-grid

Step 3: Enable and upgrade

php bin/magento module:enable Toweringmedia_SalesOrderCustomerGrid
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy -f
php bin/magento cache:flush

Exact module enable name may match your package’s registration.php/module.xml—confirm in the package after install. Production stores should follow your normal deploy process.

Tip: Install and validate on staging first. Need help? Contact Towering Media.

Configure Grid Columns

After install, choose which customer fields appear on the Create Order selection grid:

Log in to Magento Admin.
Open Stores → Configuration → Toweringmedia → Sales Order Customer Grid (label may vary by version).
Enable the module.
Select which columns should appear (company and other supported fields).
Save Config and flush cache.
Open Sales → Orders → Create New Order and confirm the customer grid shows the new columns.

Tip: Keep the grid lean—only enable columns agents actually search on.

Create Order with Company Context

When creating an admin order, search or scan the customer grid using company information, then select the correct account before adding products and payment.

Train CS on which column is the source of truth for B2B accounts
Combine with PayPal Express or other payment modules for phone-paid orders

Troubleshooting

Company column empty

Confirm customer records actually have company values
Verify the attribute is enabled in the module config
Reindex / flush cache after attribute changes

Grid unchanged after install

Confirm module enabled and setup:upgrade completed
Flush Magento cache and reload admin with a hard refresh
Check ACL / admin role can access Create Order

Still stuck? Contact support with the exact admin error text or log snippet (never paste API secrets or private keys in plain email).

Frequently Asked Questions

Is this a storefront extension?

No. It improves Magento Admin Create Order customer selection.

Does it work with Hyvä?

Yes. It is an admin grid enhancement and does not depend on the storefront theme.

How much does it cost?

$199.99 — see the product page for current pricing.

Can we add more columns?

Configurable field visibility is included; ask Towering Media if you need a custom attribute column.

Want our Magento team to handle it?

Towering Media installs, configures, and customizes Sales Order Customer Grid for Magento 2 stores — along with ongoing Magento maintenance, admin tooling, email deliverability, and reporting.

Magento support services →Tell us about your project

Get the Extension

Stop guessing Magento customers on phone orders. Show company context on the Create Order customer grid so B2B agents pick the right account the first time.