Editing Orders

Editing orders in the admin dashboard allows you to provide flexible customer support - whether that means adding items, correcting addresses, upgrading shipping, or adjusting payments. This is especially common in B2B scenarios, where bulk pricing, negotiated terms, or inventory changes may require updates after an order is placed.

How to Edit an Order

To edit an order, navigate to Orders in the admin dashboard.

Click the order you’d like to modify to open the order details page.

You can edit most aspects of an order (except the order number). Below are the key areas you can modify.

Add Line Items

You may need to add products at a customer’s request—for example, to include additional items, upgrades, or promotional gifts.

To add a product:

1. Click + Add line item at the top of the line items section.
2. Select the desired variant from the form, set the quantity and click Add selected variant

Adjust Quantity of Line Items

To adjust quantity of existing line items:

1. Click Show details to expand line items
2. Click the three-dot menu on the line item you’d like to adjust
3. Enter the updated quantity and click Save

<Warning>If adding items or adjusting quantities increases the order total, you’ll need to add an additional payment (unless the item is added at no charge).</Warning>

Remove Line Items

You may remove items due to customer requests, partial cancellations, or stock issues.

To remove a product:

1. Click Show details to expand line items
2. Click the three-dot menu on the line item you’d like to remove
3. Select Delete from the menu

<Warning>If the order has already been paid, issue a partial refund. If the payment is still due, delete the existing payment and create a new one with the correct amount.</Warning>

Change Shipping or Billing Address

To update addresses:

1. In the Customer section, click the three-dot menu
2. Edit the shipping or billing address as needed

<Warning>If the new shipping address changes the shipping zone, you may need to update the shipping method to reflect available options for that region.</Warning>

Change Fulfillment Location

If you manage multiple stock locations, you can change where an item is fulfilled from.

To change fulfillment location:

1. In the Shipment section, click the split arrow icon next to the line item
2. Select a different stock location and click Move

This will split the order into multiple shipments, each with its own shipping cost.

<Warning>If shipping costs change, you’ll need to update the payment accordingly.</Warning>

Change Shipping Method

To update the shipping method:

1. Click the pencil icon next to the current shipping method
2. Select a new method from the dropdown
3. Click Save

<Warning>If the new method has a different cost, adjust the payment to reflect the updated total.</Warning>

Add Adjustments

To manually adjust the order total (e.g., for discounts, fees, or custom credits):

1. Scroll to the Adjustments section
2. Click + New Adjustment
3. Enter a Label and set an Amount:
   • Positive amount = charge
   • Negative amount  = credit
4. Click Create

Adjustments will be reflected in the cost summary.

Add Payments

When order changes increase the total, you’ll need to add payment to keep the order balanced.

There are three options:

Create a New Payment

Click + New Payment and configure:

• Amount (defaults to remaining balance)
• Payment Method
• Payment Source (saved cards or accounts, if applicable)

Click Create to add the payment.

<Note>Depending on the payment method and its configuration, the payment may be captured automatically or require manual capture. If the customer has no saved payment source for the selected method, you won’t be able to charge it directly.</Note>

Send a Payment Link

Email the customer a secure link to complete payment using available checkout payment methods. The customer must be logged in to complete the purchase.

Copy Payment Link

Copy the payment link and share it through your preferred communication channel.

Remove Payments

To delete a payment:

1. Click the three-dot menu  next to the payment
2. Select Delete

If the payment status is Paid, it cannot be deleted - you must issue a refund instead.

See <u>Refunding Orders</u> for detailed instructions.