Edit Orders
Orders / Edit Orders
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Orders / Edit Orders
Last updated
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After you create the order, you can modify details from customer and billing information to shipments and product discounts.
Regardless of Order Preferences or how the order was created, you can always edit the customer billing and shipping info by clicking the Edit Icon when viewing and order in the Order Details Window. You can find this in the top right corner along with the Flag indicator.
Order Items are the different actions you can do with an order, like returning products or canceling price changes. Some appear with a button, while others are in the More Options Menu.
Use Change Notes to document the reasoning behind the adjustment.
To add change notes when performing order actions:
Click the text entry
Type your note.
Click the Save button.
You use the Return order item after customers receive their product and wish to return it for a refund or store credit.
Returned products go back into your inventory automatically unless you deactivate the Return to Inventory checkbox
To return a product:
Select the desired product.
Click the Return button.
Enter the quantity returned and a return date.
Deactivate or activate the Return to Inventory checkbox.
Click the Return Item button.
Void products that haven't shipped and other order items applied to an order. Voided items remain in the order but only appear when you enable the Show All button.
To void products or items:
Select the desired product or item.
Choose More Options > Void.
Enter any necessary change notes.
Click the Void button.
When dropshipping, you don't manage physical stock. Your vendors fulfill orders, which affects the Vendor Inventory count.
To mark a product as dropshipped:
Select the desired product.
Choose More Options > Dropship.
Activate the checkbox and select a vendor.
Enter a SKU if applicable.
Click the Save button.
By adjusting a product's quantity, you can quickly add multiple products without the hassle of scanning or entering each one.
Expanding the Order Detail Window sections displays this information and adjustment history for the selected product. Any quantity adjustments are indicated here by a yellow dot and count of changes made.
To change quantities:
Select the desired product.
Click the quantity button.
Enter the new amount.
Click the Save button.
When selling products in a greater quantity than your current inventory, indicating a backorder quantity allows you to track how many products need to be ordered from your vendors to fulfill customer orders.
The advanced search filters in the Orders tab can then quickly find any orders with products assigned a backorder quantity.
Once products are added to an order, the prices can be adjusted to either increase or decrease the cost of those items.
To change a product's price:
Select the product you wish to adjust.
Click the Price button.
Select either price or percentage.
Select type.
Enter a fixed amount or percentage in decimals.
Add any necessary change notes.
Click the Save button.
Applying an adjustment allows you to add discounts or charges to the total order. This is useful when you need to reduce the overall order price or account for extra shipping costs. You can choose to apply adjustments in either fixed amounts or percentages, which will increase or decrease the total order amount or shipping fees accordingly.
Heads Up!
Adjustments apply to the whole order. If you are attempting to adjust products in the order, make sure to use either Price or Quantity to make those changes.
To apply an order adjustment.
Click the Adjustment button.
Choose either Adjustment or Shipping.
Select either price or percentage.
Select type.
Enter a fixed amount or percentage in decimals.
Add any necessary change notes.
Click the Save button.
Promo Codes apply discounts to Orders depending on the rules you set when building them. You can add them after you add a product to an order.
To do so:
Enter the code into the promo code entry.
Press Return.
Mark a product as previously shipped if it has been sent but needs to be included in the order, preventing additional inventory changes.
To do this:
Right-click the product.
Choose Mark as Previously Shipped.
To assign flags to an order:
Click the Flag button.
Select a color from the drop-down list.
In the Orders tab of the Navigator Window, you can perform Multi-order Operations.
These include:
Capture Payments: Capture any credit card payments for the selected orders.
Close Orders: Closes all selected orders that meet the stipulations to do so.
Send to Shipping Service: Orders that have unshipped inventoried items will be processed.
Print Pack Slips: Prints Pack slips for selected orders.
Flags: Marks selected orders with the chosen flag.
If the selected orders cannot perform the chosen action, an error report shows which operations are unfinished and why.
You can quickly flag these errors for later review by performing the following actions.
Click the Select Errors button.
Click the Flag button and select a color.
Please refer to the section titled in Interface Fundamentals for more information.
