It is very common to receive customers’ requests for changes in the orders they have placed. Therefore, Order Edit is important to allow merchants to change and update the order details as to what customers ask for. Here is the guide on how to edit your order details.
In this article, we’ll introduce you
- The fields that allow for editing
- Order Editing Process (General Orders)
- Order Editing Process (7-11 Orders with Integration)
- Other settings
⚠️ Before you start, please be reminded that:
- To change the delivery method after the order is created, please refer to Change Delivery Method After Placing Order.
- To change the purchased item, quantity, etc., please refer to Edit Product Details of an Existing Order.
- Order history auto-archiving: You can only edit orders created within the last 2 years. Orders earlier than 2 years will be automatically archived and available for viewing only. Parent orders and child orders of product subscriptions are not affected.
A. Fields allowed for editing
B. Order Editing Process (General Orders)
Admin Panel > Click "Orders" > Choose the Order you want to edit
Click "Edit" to start editing your orders > Click "Save" to update the changes you have made
1. Edit "Order details"
*Tips: Only Order Custom Fields can be edited
2. Edit "Customer details"
*Tip: Customer Name, Email, Phone Number, and Customer Custom Fields can be edited
3. Edit "Delivery details"
*Tip: Recipient Name and Delivery Address can be edited
4. Edit "Product details"
When orders are still in unfulfilled status, you can press the top right hand corner edit function to edit order content:
Increase / decrease the number of original products in the order
- The maximum quantity of products you can order (which equals to the original order quantity plus current product inventory) will be displayed below the product, and you can modify the quantity accordingly.
- You can remove unwanted products by clicking the cross icon.
- The inventory will only be reduced/ replenished according to quantity you increased/decreased only after saving the edited content.
- Any changes in orders subtotal or total will be shown on the page.
- Please note that we do not currently support for editing add-on items (as well as their main products) or free-gifts.
Add products of your store to order
- You can click "Add New Products" to find and add products to order by searching product name / sku / tag.
- You can add multiple items to order at once.
- The product inventory will be displayed on page and you can fill in quantity as you want.
- Any changes in orders subtotal or total will be shown on the page.
- Please note that we do not currently support for add-in items and their main products / free-gifts editing.
Add custom items to order
- You can click “Add Custom Item” to add any custom item as you want. (price cannot be negative)
- You can add multiple custom items to order.
- Any changes in orders subtotal or total will be shown on the page.
Add custom discount to order
- You can click “Add Discount” to add any custom discount as you want. (amount should be greater than 0)
- You can add only one discount to an order.
- You can edit discount by deleting old one and adding a new one.
- Any changes in orders subtotal or total will be shown on the page.
Reminder:
- After order details have been changed, the editor and edited time will show in action log.
- If there is any change in the order amount, the amount of change will also be displayed after this edit.
- Any changes in orders subtotal or total will be shown on the page.
- Order-related reports, invoice, as well as order view in member center will display the latest updated order details.
- Original order shipping charges, surcharges, used promotions, discounted purchases will remain on the order and can not be edited or removed.
- System will not recalculate the delivery fee, payment fee, promotions, store credits based on new order information.
- Any outstanding fee / refunds generated after order edit needs to be processed manually.
- If you have created an invoice for the order before, please remember to cancel it and then create a new one to ensure you have the correct invoice information.
- You can enable/disable edit function for your staff in Staff Permission Setting> Orders > Advanced Edit (Product Details)
C. Order Editing Process (7-11 Orders with Integration)
The orders with 7-11 integrations can be edited depending on their 7-11 shipment status.
Here is how to edit the Orders with 7-11 Integration:
1. Click "Edit Pick-up Store" to re-select the 7-11 store > Select a new store in 7-11 Map
2. Click "Edit" > Update the Recipient Name or Recipient Phone > Click "Save" to update the settings
Tip:
(1): Remember to execute the shipment in order for the new changes to take effect.
(2): Only orders in "Non-executed" shipment status can be edited.
D. Other settings
1. Resend the email to customers
After the changes made > Click "Resend notification" > the email will be sent to customer again to get notified with the new changes.
2. Edit the permission for Order Edit
Go to "Shop Settings" > Click "Staff Settings" > Choose the "Edit" access control of "Orders" to the staff you want to give the permission to edit the orders.
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