Table of Contents

Toweringmedia Sales Order Customer Grid User Guide

For a shopper-friendly overview of features and setup, see the 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

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

Requirements

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 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 support@toweringmedia.com.

General installation notes that apply to every Toweringmedia extension are in the installation guide.

Configuration

Basic usage and what to expect

  1. Enable the module and the company column, then flush cache.
  2. Go to Sales > Orders > Create New Order and confirm the Company column appears in the customer selection grid and filters correctly.

Notes and limitations

Validation checklist

Troubleshooting

Support