How To Display Custom Amount In Order Summary In Admin Magento 2

Jul 18, 2025 by stackftunila 65 views

Displaying Custom Amounts in Magento 2 Admin Order Summary

Displaying custom amounts, such as extra fees, in the order summary within the Magento 2 admin panel is crucial for providing a comprehensive view of order details. This article guides you through the process of ensuring that custom fees added during checkout are accurately reflected in the admin order summary, enhancing order management and reporting capabilities. You'll learn how to modify Magento 2 to include these custom amounts, ensuring consistency across the storefront, order emails, and admin interface.

Understanding the Need for Custom Amount Display

In Magento 2, displaying custom amounts such as extra fees or discounts in the admin order summary is essential for accurate order management and financial reporting. By default, Magento 2 may not automatically include custom fees added during the checkout process in the order summary displayed in the admin panel. This discrepancy can lead to confusion and inaccuracies when processing orders, generating reports, or reconciling finances. To address this, developers and store administrators need to implement custom solutions to ensure these amounts are correctly displayed, providing a complete and transparent view of all order-related charges. Accurate display of custom amounts helps in maintaining consistency across all touchpoints, including the storefront, order emails, and the admin interface, thereby improving overall operational efficiency and customer satisfaction.

The importance of displaying custom amounts accurately in the order summary cannot be overstated. For businesses that charge extra fees for specific services such as expedited shipping, handling, or custom product options, it is vital to have these charges clearly visible in the admin order view. This visibility ensures that administrators can quickly and accurately verify the total amount charged to the customer, including all additional fees. Furthermore, the inclusion of custom amounts in the order summary facilitates better financial tracking and reporting. Accurate data on all charges associated with an order allows for more precise revenue calculations and financial analysis. Without this, there is a risk of underreporting revenue or miscalculating profit margins, which can have significant implications for business decision-making. Displaying custom amounts is also crucial for maintaining transparency with customers. When the admin order view mirrors what the customer sees during checkout and in their order confirmation emails, it reduces the likelihood of disputes or confusion regarding the final amount charged. This transparency builds trust and enhances the overall customer experience. By ensuring that all charges are clearly and accurately displayed, businesses can streamline their order processing workflows, improve financial accuracy, and foster stronger customer relationships.

Moreover, displaying custom amounts in the admin order summary plays a key role in simplifying order reconciliation processes. When the information in the admin panel matches the data in accounting systems, it becomes much easier to reconcile payments and track revenue. This alignment is particularly important for businesses that handle a large volume of orders or have complex pricing structures. The ability to quickly and accurately verify order totals, including all custom amounts, saves time and reduces the potential for errors. This efficiency translates into lower administrative costs and improved productivity. Additionally, the clear display of custom amounts aids in auditing and compliance efforts. Auditors can easily review order details and verify that all charges are properly accounted for, which is essential for maintaining regulatory compliance. The comprehensive view of order information, including custom amounts, ensures that businesses can meet their financial reporting obligations with confidence. By prioritizing the accurate display of custom amounts, businesses can create a more robust and reliable order management system that supports both operational efficiency and financial integrity.

Step-by-Step Guide to Displaying Custom Amounts

To display custom amounts in the order summary within the Magento 2 admin panel, you need to follow a series of steps that involve modifying the Magento 2 code. This process typically includes creating a custom module, extending the sales order view block, and adjusting the template files. The following guide provides a detailed, step-by-step approach to ensure that your custom amounts are accurately displayed.

1. Create a Custom Module

The first step is to create a custom module in Magento 2. This module will house the code necessary to display the custom amount. Start by creating the module directory structure under app/code. For example, if you name your module CustomFee, the directory structure would be app/code/YourVendor/CustomFee. Within this directory, you need to create two essential files:

app/code/YourVendor/CustomFee/registration.php
app/code/YourVendor/CustomFee/etc/module.xml

The registration.php file tells Magento 2 that this is a module and registers it within the system. Add the following code to this file:

<?php

use Magento\Framework\Component\ComponentRegistrar;

ComponentRegistrar::register(
    ComponentRegistrar::MODULE,
    'YourVendor_CustomFee',
    __DIR__
);

The module.xml file provides module metadata, such as the module name and version. Create the etc directory within your module and add the module.xml file with the following content:

<?xml version="1.0"?>
<config xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:framework:Module/etc/module.xsd">
    <module name="YourVendor_CustomFee" setup_version="1.0.0"></module>
</config>

Replace YourVendor with your actual vendor name and CustomFee with your module name. After creating these files, run the following commands in your Magento 2 root directory to enable the module:

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

These commands enable your module, upgrade the Magento setup, compile the dependency injection configuration, deploy static content, and flush the cache. With the module set up, you are ready to proceed to the next steps in displaying the custom amount.

2. Extend the Sales Order View Block

Next, you need to extend the sales order view block to include your custom amount. This involves creating a block class in your custom module that extends the default sales order view block. First, create the Block directory within your module. Then, create a file named Adminhtml/Order/View/Totals.php in this directory. The path will be app/code/YourVendor/CustomFee/Block/Adminhtml/Order/View/Totals.php. Add the following code to this file:

<?php

namespace YourVendor\CustomFee\Block\Adminhtml\Order\View;

use Magento\Framework\View\Element\Template;
use Magento\Framework\DataObject;

class Totals extends Template
{
    /**
     * @return $this
     */
    public function initTotals()
    {
        $parent = $this->getParentBlock();
        $order = $parent->getOrder();

        if ($order->getCustomFee() > 0) {
            $customFee = new DataObject([
                'code' => 'custom_fee',
                'label' => __('Custom Fee'),
                'value' => $order->getCustomFee(),
            ]);

            $parent->addTotalBefore($customFee, 'grand_total');
        }

        return $this;
    }
}

This code defines a block class that adds the custom fee to the order totals section in the admin order view. The initTotals method retrieves the order and checks if there is a custom fee to display. If a custom fee exists, it creates a new DataObject with the fee details and adds it to the totals list before the grand total. To make this block effective, you need to declare it in the layout XML.

3. Modify the Layout XML

To display the custom fee in the admin order view, you need to modify the layout XML file. Create a sales_order_view.xml file in the app/code/YourVendor/CustomFee/view/adminhtml/layout directory. Add the following code to this file:

<?xml version="1.0"?>
<page xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:framework:View/Layout/etc/page_configuration.xsd">
    <body>
        <referenceBlock name="order_totals">
            <block class="YourVendor\CustomFee\Block\Adminhtml\Order\View\Totals" name="customfee_totals" template="YourVendor_CustomFee::order/totals/customfee.phtml">
                <action method="initTotals"/>
            </block>
        </referenceBlock>
    </body>
</page>

This XML layout update references the order_totals block and adds your custom block customfee_totals to it. The template attribute specifies the path to the template file that will render the custom fee in the order totals section. The <action> tag calls the initTotals method in your block class, which adds the custom fee to the totals list. Next, you need to create the template file.

4. Create the Template File

The template file is responsible for rendering the custom fee in the order totals section. Create a customfee.phtml file in the app/code/YourVendor/CustomFee/view/adminhtml/templates/order/totals directory. Add the following code to this file:

<?php
/** @var YourVendor\CustomFee\Block\Adminhtml\Order\View\Totals $block */
?>
<tr>
    <td class="label"><?= $block->escapeHtml(__('Custom Fee')) ?>:</td>
    <td class="value">
        <?= $block->escapeHtml($block->getOrder()->formatPrice($block->getSource()->getCustomFee())) ?>
    </td>
</tr>

This template file outputs a table row that displays the label “Custom Fee” and the corresponding custom fee amount. The $block->getOrder()->formatPrice() method formats the amount according to the store’s currency settings. With the template file in place, you need to ensure that the custom fee data is available in the order object.

5. Ensure Custom Fee Data is Available

To ensure that the custom fee data is available in the order object, you may need to adjust how the custom fee is saved and loaded. This typically involves extending the sales order model and quote model to include the custom fee attribute. If you have already implemented this as part of adding the custom fee to the checkout and order emails, you can skip this step. However, if not, you will need to create extension attributes and observers to save the custom fee from the quote to the order. This ensures that when the order is loaded in the admin panel, the custom fee is available for display.

6. Clear Cache and Test

Finally, clear the Magento 2 cache to apply the changes. You can do this by running the following command in your Magento 2 root directory:

php bin/magento cache:flush

After clearing the cache, navigate to the admin panel and view a sales order. The custom fee should now be displayed in the order totals section. If it is not, double-check your code and configuration files for any errors. By following these steps, you can successfully display custom amounts in the order summary within the Magento 2 admin panel, providing a complete and accurate view of order details.

Best Practices for Custom Amount Implementation

Implementing custom amounts in Magento 2 requires careful consideration to ensure accuracy, consistency, and maintainability. Following best practices can help you avoid common pitfalls and create a robust solution that integrates seamlessly with the Magento 2 platform. These practices cover various aspects, including data handling, code structure, and user interface considerations.

One of the primary best practices is to ensure data consistency across all stages of the order process. This means that the custom amount should be accurately calculated and stored from the moment it is added to the quote, through the order placement, and up to the order completion. To achieve this, you should use Magento’s event-observer system to hook into the appropriate events, such as sales_quote_collect_totals_before and sales_order_save_before. These events allow you to modify the quote and order objects to include the custom amount. Additionally, make sure that the custom amount is stored in a dedicated database field, either by using an existing field or by creating a new one. This ensures that the data is persisted correctly and can be easily retrieved when needed. Proper data handling not only guarantees accuracy but also simplifies reporting and financial reconciliation processes.

Another crucial best practice is to follow Magento’s coding standards. This includes adhering to naming conventions, using dependency injection, and writing modular code. When creating your custom module, ensure that your class names, method names, and file names are consistent with Magento’s conventions. This makes your code easier to understand and maintain. Dependency injection should be used to inject required objects into your classes, rather than instantiating them directly. This promotes loose coupling and makes your code more testable. Modular code is essential for maintainability and scalability. Break your functionality into smaller, reusable components, each with a specific purpose. This approach makes it easier to update or modify your code without affecting other parts of the system. By adhering to these coding standards, you can ensure that your custom amount implementation is robust and integrates well with the Magento 2 ecosystem.

User interface considerations are also paramount when implementing custom amounts. The display of the custom amount should be clear and intuitive for both customers and administrators. In the storefront, ensure that the custom amount is displayed in a prominent location, such as the cart summary and checkout totals section. Use descriptive labels to explain what the custom amount represents, such as “Expedited Shipping Fee” or “Handling Charge.” In the admin panel, the custom amount should be displayed in the order totals section, as demonstrated in the step-by-step guide. Additionally, consider adding the custom amount to order grids and reports to provide a comprehensive view of order-related charges. Consistency in how the custom amount is displayed across different areas of the system helps to avoid confusion and ensures that all stakeholders have a clear understanding of the charges. Furthermore, ensure that the display of the custom amount is properly formatted according to the store’s currency and locale settings. This provides a professional and consistent user experience.

Troubleshooting Common Issues

When implementing custom amounts in Magento 2, you may encounter several issues that can prevent the custom amount from displaying correctly in the admin order summary. Troubleshooting these issues effectively requires a systematic approach and a good understanding of Magento 2’s architecture. This section outlines some common problems and provides guidance on how to resolve them.

One common issue is that the custom amount is not being saved correctly to the order. This can occur if the data is not properly transferred from the quote to the order during the order placement process. To troubleshoot this, first, verify that you have implemented the necessary event observers to save the custom amount from the quote to the order. Specifically, you should have observers for the sales_model_service_quote_submit_before and sales_order_save_before events. These observers should retrieve the custom amount from the quote and set it on the order. If these observers are not correctly implemented, the custom amount will not be persisted when the order is created. Another potential cause is that the database field for the custom amount is not correctly defined or mapped. Ensure that the field exists in the sales_order table and that your code correctly references this field when saving and retrieving the custom amount. Review your module’s setup scripts to confirm that the database schema is correctly updated. If the custom amount is still not being saved, check your Magento 2 logs for any errors related to data persistence. Look for exceptions or warnings that might indicate a problem with your data saving logic. By thoroughly checking these aspects, you can identify and resolve issues related to data persistence.

Another frequent problem is that the custom amount is not displaying in the admin order view, even though it is correctly saved in the database. This issue often arises from incorrect layout XML configurations or template file errors. Begin by checking your sales_order_view.xml layout file to ensure that your custom block is correctly referenced and that the template path is accurate. Verify that the block class specified in the layout file exists and that it extends the appropriate Magento block. If the layout XML is correctly configured, inspect your template file (customfee.phtml) for any syntax errors or incorrect variable references. Ensure that you are using the correct methods to retrieve and format the custom amount. For instance, you should use $block->getOrder()->formatPrice($block->getSource()->getCustomFee()) to format the amount according to the store’s currency settings. If the template file seems correct, check your custom block class (Totals.php) to ensure that the initTotals method is correctly adding the custom amount to the order totals. Verify that the custom fee is being added before the grand_total and that the label and value are correctly set. If the custom amount is still not displaying, clear the Magento 2 cache to ensure that the changes are applied. Sometimes, cached layout configurations or template files can prevent the custom amount from displaying correctly. By carefully examining these components, you can identify and fix display-related issues.

Finally, issues may arise from module conflicts or incorrect module loading order. If you have multiple modules that modify the sales order view, conflicts can occur that prevent the custom amount from displaying. To troubleshoot this, disable other custom modules one by one and check if the custom amount appears. This can help you identify if another module is interfering with your custom implementation. If you find a conflicting module, examine its code to determine the source of the conflict and implement a solution, such as adjusting the module loading order or modifying the code to avoid conflicts. Incorrect module loading order can also cause issues if your module depends on functionality provided by another module. Ensure that your module’s module.xml file specifies any necessary dependencies using the <sequence> tag. This ensures that your module loads after its dependencies, preventing errors caused by missing classes or configurations. Additionally, check your Magento 2 logs for any errors related to module loading or dependency injection. These errors can provide valuable clues about module conflicts or loading order issues. By systematically addressing these potential conflicts and module loading problems, you can ensure that your custom amount implementation functions correctly.

Conclusion

Displaying custom amounts in the order summary within the Magento 2 admin panel is essential for maintaining accurate and transparent order management. By following the step-by-step guide and best practices outlined in this article, you can ensure that custom fees and other additional charges are correctly displayed, providing a comprehensive view of order details. Addressing common issues through systematic troubleshooting further enhances the reliability of your implementation. Accurate display of custom amounts not only improves operational efficiency but also fosters trust with customers by providing clear and consistent information across all touchpoints.