====== Toweringmedia Sales Order Customer Grid User Guide ====== ===== Related overview ===== For a shopper-friendly overview of features and setup, see the [[https://toweringmedia.com/magento-2-sales-order-customer-grid-user-guide|Magento 2 Sales Order Customer Grid User Guide - B2B Admin Lookup]] on the storefront. This wiki page remains the full technical documentation. ===== Extension context ===== This is a Toweringmedia Magento 2 extension guide for the current admin extension catalog. ===== Product page ===== * [[https://toweringmedia.com/module-sales-order-customer-grid|Toweringmedia Sales Order Customer Grid]] (SKU ''module-sales-order-customer-grid'') ===== Overview ===== This extension adds a Company column to the customer selection grid on the admin Create New Order screen. On B2B stores where many contacts share similar names, it lets an admin user identify and search the correct account by company rather than guessing from the customer name and email alone. ===== What this extension does ===== * Adds a Company column to the customer grid in Sales > Orders > Create New Order. * Makes the company value searchable and filterable when selecting a customer. * Column can be switched off from configuration without uninstalling. ===== Requirements ===== * Magento 2.4.x (Open Source or Adobe Commerce). * PHP: ^8.1 || ^8.2 (as declared by the published package). * A current Toweringmedia license and Composer credentials for ''https://composer.toweringmedia.com/''. * Composer resolves ''toweringmedia/module-base'' automatically. ===== Installation ===== Install and validate in a staging environment before production rollout. cd /path/to/magento composer require toweringmedia/module-sales-order-customer-grid bin/magento module:enable Toweringmedia_SalesOrderCustomerGrid bin/magento setup:upgrade bin/magento setup:di:compile bin/magento setup:static-content:deploy -f bin/magento cache:flush Currently published versions at the time of writing: * ''toweringmedia/module-sales-order-customer-grid'' — 1.1.0 Toweringmedia packages are served from the licensed Composer repository ''https://composer.toweringmedia.com/''. If Composer reports that the package could not be found, your credentials are missing or the license does not cover this package yet. Retrieve your keys from **My Account** on toweringmedia.com, or contact [[mailto:support@toweringmedia.com|support@toweringmedia.com]]. General installation notes that apply to every Toweringmedia extension are in the [[https://toweringmedia.com/installation|installation guide]]. ===== Configuration ===== * Stores > Configuration > Towering Media > **Additional Customer Order Grid Fields** (config section ''toweringmedia_salesordercustomergrid''). * Group ''general'' contains the enable switch and the show-company-column setting. * Shortcut: Towering Media > **Additional Customer Order Grid Fields** opens the same configuration section. ===== Basic usage and what to expect ===== - Enable the module and the company column, then flush cache. - Go to Sales > Orders > Create New Order and confirm the Company column appears in the customer selection grid and filters correctly. ===== Notes and limitations ===== * This is a focused admin usability change. It does not alter the storefront or the order data model. ===== Validation checklist ===== * ''bin/magento module:status'' shows the module(s) as enabled. * Extension configuration saves without errors in Admin. * The admin screens listed above are reachable and load without error. * Expected storefront/admin behavior is present after a cache flush. * No critical PHP/JS errors appear in ''var/log/'' during the primary test flow. ===== Troubleshooting ===== * **Composer cannot find the package**: confirm the ''https://composer.toweringmedia.com/'' repository and your credentials are present in ''auth.json'', and that your license covers this package. * **Feature not visible**: verify module status, flush cache, and redeploy static content. * **Admin setting not applying**: clear cache and confirm the config scope (default / website / store view). * **Unexpected behavior**: retest with only the required related modules enabled. ===== Support ===== * [[mailto:support@toweringmedia.com|support@toweringmedia.com]] * [[https://toweringmedia.com/magento-maintenance-support|Magento maintenance and support]] ===== Related Magento 2 docs ===== * [[magento2:extensions:start|Magento 2 extension index]] * [[start|Global docs home]]