Edit Product Details of an Existing Order

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After a customer places an order, merchants may need to modify items, discounts applied, amount, etc. within the order in response to different needs. Using the Edit Order Product Details feature, merchants can modify the contents of the original order so that both the store and the customer can view the order information more clearly.

  

1. Which types of order can be edited?

The conditions and restrictions on what can be edited for an order will depend on the delivery option selected: 

  • Non-integrated delivery options:

    Order status has to be “Open”, “Confirmed” or “Completed" PLUS delivery status has to be “Unfulfilled” or “Returned”

 

  • Integrated 7-11 B2C, C2C/ Family Mart B2C, C2C

    Order status has to be “Open” or “Confirmed” or “Completed”
    + delivery status has to be “Non-executed”, “Shippable”, “Collected”, “Returned”, “Expired” or “Failed”
    *7-11 International logistic service does not support order split

 

  • Integrated Family Mart B2C frozen delivery

    Order status has to be “Open”, “Confirmed” or “Completed”
    + delivery status has to be “Non-executed”, “Processing”, “Shippable”, “Returned”, “Expired” or “Failed”

 

  • Integrated Tcat

    Order status has to be “Open”, “Confirmed” or “Completed”
    + delivery status has to be “Non-executed”, “Pending”, “Processing”, "Shippable", "Arrived" or "Returned"

 

  • Integrated HCT Logistics

    Order status has to be “Open”, “Confirmed” or “Completed” PLUS delivery status has to be “Non-executed” or “Failed”

 

2. How to edit product details

In SHOPLINE Admin go to [Order Management] > [Order]. Click on the order number, then click the Edit button in the "Product Details" section. 

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A reminder will pop up afterward. Please carefully check the details before clicking OK.

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You can edit the following items using the edit function:

  • Add/deduct product quantity in the original order

    1. After clicking [Edit], you can see the maximum number of the product in the order, which is also the current inventory (including the quantity of this order). You can adjust the quantity by changing the number in the box. 
    2. Click the X on the right to remove the product. 
    3. The inventory will be adjusted after saving the changes. 
    4. If there is a change in the order subtotal and total amount, the system will display a record of the change amount.
    5. If an order consists of the main product + an add-on product, both products cannot be edited/removed. If an order consists of the main product + a free gift, the main product can be edited/removed, but not the free gift. 

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  • Add other products to the original order

    1. Click [Add Product] and add the product by inputting product keywords, SKU or name. 
    2. You can add multiple products to the order at once.
    3. After adding a product, the system will display the current inventory of the product, and the store can modify the quantity of the product to be added.
    4. If there is a change in the order subtotal and total amount, the system will display a record of the change amount.
    5. Note: Editing of add-ons/free gifts is currently not supported.

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  • Add custom items to the original order

    1. Click [Add Custom Item] to add custom items to the order. The amount cannot be negative.
    (Example use case: When customers need to make up the difference in freight due to adding a new product, you can add a custom item for adjustment.)
    2. You can add multiple products to the order at once.
    3. If there is a change in the order subtotal and total amount, the system will display a record of the change amount.

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Adding a $20 "delivery cost difference" item: 

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Subtotal and total amount changes after clicking Save.

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  • Add custom discount to the original order

    1. Click Add Discount to add a custom discount to an order. The amount has to be positive.
    (For example: adding a "VVIP discount" for $70 off)
    2. Each order can have one custom discount added to it. Remove the discount before re-adjusting the offer. 
    3. If there is a change in the order subtotal and total amount, the system will display a record of the amount change.product_details_add_discount.pngAdding a custom discount under the name of "VVIP discount":  add_discount.pngThe system will display the record of the amount change after saving the changes:  result_discount.png

 

After saving any edition, the system will pop up in the window below. Please confirm the conditions listed and pay attention to the following: 

1. If you have issued an invoice for this order, please be sure to handle the related procedures: void, reissue or debit.
2. If there is a change in the order amount, please remember to collect or refund with your customers.
3. Editing product information will update the amount receivable. Therefore, please redo the shipment process and print out the new shipping label. Do not click "Confirm" and stop editing the order if the order has been dispatched!

 

You can decide if you want to notify your customer in this confirmation pop-up window:

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3. Notes on editing order product details 

  • If an order consisting a main product + an add-on product, both products cannot be edited or removed. If an order consisting main product + free gift, the main product can be edited/removed, but not the free gift. 
  • Adding add-ons or free gifts is currently not supported.
  • The activities logs at the bottom right will display any changes in the order product details. 
  • The log will also record any changes in the order amount. 
  • Order reports, shipping-related invoices, and the order record will show the most updated numbers.
  • The original order’s shipping costs, surcharges, used promotions, and used store credits will remain in the order and cannot be edited or removed.
  • After the order is edited, promotions, surcharges, and shipping fees will not be recalculated, nor will the order status, payment status, and logistics status be changed automatically.
  • If the order has already been invoiced, after successfully editing the order, please remember to void and reissue it to ensure that the invoice arrangement is correct.
  • You can grant your staff to access this function through [Settings] > [Permission & Security] > Edit > Order management.
  • After editing the product content, please redo the shipping process and print out the new shipping label for orders to be delivered by 7-11, Family Mart C2C/B2C pickup only and pickup COD, Tcat, Family Mart Frozen pickup COD. This secures the correct amount receivable and the correct automated update on the order status.
  • If there is a change in the order amount, please remember to collect or refund the difference.
    For example, an order is selected to be paid by ECPay ATM virtual account transacting $100. After creating the order, a new product (costing $20) is added to the order. This will not change the original amount charged from the account, which means you have to collect $20 separately from the customer. Do not pay the wrong amount (i.e. $120) or you need to go through some procedures with ECPay to collect the amount. 

 

 

 

 

 

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