Edit Order Items

After an order is placed, you can change it.  The Edit Order Items feature gives you the ability to add or remove products from your order.  Additionally, you can add a shipping or handling charge, adjust tax, and give a discount or a credit.

When you make changes through the edit order item pages, the order balance will be updated to show any amount due or refundable.  Your customer can then return to the account page in your store and pay the remaining balance.

Edit an Order

1. From the Summary page, click the Order Items tab in the top menu.

2. On the Edit Order Items page you will see products, taxes, and any shipping charges.
   
   

3. To edit any item in the order, click the EDIT icon in the far right column.

4. This will allow you to modify the price and quantity as shown in the example below.
   
   

5. Make the necessary updates and click the SAVE icon.  If you wish to cancel the action, then click the CANCEL icon.

6. The adjusted order balance will be reflected on the Order Summary page.

7. If needed, click the RECALCULATE TAXES button.

Add a Product to an Order

1. From the Summary page, click the Edit Order Items tab in the top menu.

2. Click the ADD PRODUCT button located at the top of the page.

3. Using the search form, enter some criteria and choose 'Name' or 'SKU' as the field to search in.

4. Click the SEARCH button to find your results.
   
   

5. Once you have found the product to add to the order, click the ADD icon.

6. From the next page, you can modify the price, quantity, and select which shipment to add the product to.  If the product has options, you can select those as well.
   
   

7. Make adjustments as needed, choose the shipment, and click the SAVE button.

8. You will be returned to the Edit Order Items page, and the adjusted order balance will be reflected on the Order Summary page.  

Add some Other Item to an Order

1. From the Summary page, click the Order Items tab in the top menu.

2. Click the ADD OTHER ITEM button located at the bottom of the page.

3. You will see the Add Item to Order page as shown in the example.
   
   

4. From this page, you need to select the type of item to add, enter name, price,  and quantity. The fields are described as follows:

1. • Item Type - Select one of the item options available. (Shipping, Handling, Tax, Discount, Charge, or Credit)
     This setting is used to determine how the order is modified and which reports are updated.

   • Name - Enter a name or description for the item.

   • SKU - The entry of a SKU or Part No. is optional.

   • Price - Enter an amount.  Depending on the item type selected, this will be automatically credited or debited on the order.

   • Quantity - Change the quantity if more than 1.

   • Shipment - Select which shipment to include this item in, or select the 'Unshippable / No Shipment' option.

5. When finished click the SAVE button.

6. You will be returned to the Edit Order Items page, and the adjusted order balance will be reflected on the Order Summary page.

Edit Order Addresses

After an order is placed, you will have the ability to change the address associated with the billing information, or any of the shipping addresses.  The changes made here will only have an effect on the order and not the customer's account, or profile.

Edit an Order Address

1. From the Summary page, click the Edit Addresses tab in the top menu.

2. On the Edit Addresses page you will see the billing address, and all shipping addresses for the order.
   
   

3. Edit the name or address as needed, and click the SAVE CHANGES button when finished.

4. The order information will be changed and shown on the Order Summary page.  The customer's profile or user account will not be changed.

Move Order

After an order is placed, you can move it to a different customer account.  The Move Order feature gives you the ability to consolidate orders that have been placed using multiple guest accounts.  Additionally, you can update the billing address or email address used for the order.

When you move an order, any digital goods, subscriptions, and/or groups are updated accordingly.

Move an Order

1. From the Summary page, click the Move Order button beneath the billing address.
   
   

2. From the next page, you will be able to search for the user account that will be assigned to the order.

3. Using the form provided, search for an existing user account.  If one is not created, you will need to do that first.  Follow the instructions to Add User, then return to this page to continue.

4. Once you have the user in your search results, click the SELECT button in the far right column.
   
   

5. A pop-up form will display.  There are two update options and a field to enter a custom note.
   
   

6. If you leave the box checked to update the order email address, then the order's associated email address will be changed.

7. If you would also like to update the billing address, check the box to update order billing information.  The user account the order is being moved to will be used to change the billing address.  This cannot be undone, so be sure you want to change the original billing address before checking this option.

8. The note field can be used to enter some information about the transfer.  It will not be shown to the customer - it is for internal use only.

9. When finished, click the SAVE button to complete the order move.  The order information will be updated.  From the Notes tab, you can see a note indicating the change that took place, as well as any custom order note you may have added in the last step.
   
   
   
   NOTE:  Shipping address(es) are not updated.  You may need to change the shipping location(s) as needed.