Editing Items in Existing Orders
SHOPLINE allows for editing orders after payment has been made. The actions you can take include adding and deleting items and adjusting product quantities. If your customers want to change products or if you need to add or remove products, simply edit the orders. For example, customers may wish to change the size or color of their ordered item. The total amount of the order will be automatically updated if any changes are made to the order. In case the order total increases or decreases, you will either need to charge the customer for the difference or refund it. Editing products in an order does not affect the shipping fee.
Fulfilled orders, orders for local delivery or in-store pickup, and orders of subscription products can't be modified.
Considerations before Editing Orders
Before making any changes to orders, please take a moment to understand the potential impacts and decide whether to edit orders in your store. Editing an order can affect different aspects of your store, including but not limited to the following: discounts, shipping, risk analysis, and checkout.
When you choose to edit the products in the orders, whether to add new items or increase the quantity, the system notifies you of potential inventory overselling. If you still decide to proceed with the edits and sell the products, SHOPLINE supports your editing actions. However, please be aware that this may result in overselling of the products.
Editing Orders
You can edit your orders for various purposes: adding and removing products, adjusting product quantities and discounts, and more. Follow the steps below to edit an order:
-
From your SHOPLINE admin panel, go to Orders and click the order you wish to edit.
-
On the order details page, click Actions in the upper right corner and select Edit products.
-
Once you have finished editing, click Save and send invoice.
Products
To add a product, click the Add products button and select from the list, or click the + Custom product button to create a custom product.
To remove a product, click the red trash bin icon of the product.
To replace a product, simply remove the unwanted item and add the new one.
Discounts
To apply a product-level discount to a newly-added product, click the selling price below the product name to edit the discount. If any order-level custom discounts were applied and are still active, the newly added products will also enjoy those discounts.
Editing Multi-Currency Orders (Early Access)
If you’re running a global business and accept multi-currency orders, you can directly edit items when handling exchanges or order adjustments. This allows changes to be completed without refunding the original order or creating a new draft order, helping improve overall operational efficiency.
|
Notes:
|
Adding Store Products
Order Settlement Currency |
Pricing and Tax Calculation |
Pricing and Tax Calculation |
| Multi-market currency |
|
|
| Store currency |
|
Ideal Scenario
The order’s market has NOT been deleted, and the market currency matches the order settlement currency.
Example:
The store’s primary market is the United States (USD).
The order market is France (FR), and the order is settled in euros (EUR).
In this case, newly added items use France market pricing, and the order is recalculated and settled in EUR.
Edge and Complex Scenarios
This includes the following situations:
- The store’s primary market is the United States (USD), the order market is France (FR), but the France market has been deleted at the time of editing.
- The store’s primary market is the United States (USD), the order market is France (FR), the market still exists, but its currency has changed from EUR to GBP.
In these cases, the system recalculates item prices using the primary (U.S.) market prices (USD) and converts them based on the order’s actual settlement currency and real-time exchange rates.
Adjusting Product Quantities
When adjusting product quantities:
- Product prices are not recalculated. The order total is adjusted based on the quantities included in the order.
- Taxes and duties are recalculated based on the updated quantities, following the same rules as when adding products
Adding Custom Products
| Order Settlement Currency | Pricing and Tax Calculation |
| Multi-market currency |
|
| Store currency |
|
Viewing and Updating Edited Orders
After editing an order, you need to review the updated order total to ensure the amount is correct. Depending on the edits you make, the order total may either increase or decrease.
After making edits to the order, please take one of the following actions:
- If the order total increases, you will need to collect the amount difference from the customer by sending an email with a link to the checkout page. You can customize the invoice or notification sent to the customer by editing the template.
- If the order total decreases, you will need to refund the amount difference to the customer.
-
If the order total remains unchanged, there is no need to issue a refund or collect payment. By default, the system will send a notification to your customer regarding the edits made. If you do not wish to send a notification to the customer, you can disable the option to send notifications.
Frequently Ask Questions
Q1: Why don't I see the option to edit my order?
There are several reasons why the Edit products option may not be available:
- Insufficient permissions: You may not have the required permissions to edit orders.
- Multi-currency orders (Early Access required): If the order was placed in a currency different from your store currency, the Edit products option is available only if your store has been granted access to Editing Multi-Currency Orders (Early Access). If early access isn’t enabled, you won’t be able to edit the order directly. In this case, you can refund the order and create a new draft order instead.
- Order is not eligible for editing: Some orders cannot be edited, such as orders that have already been paid and shipped, subscription product orders, or local delivery orders.
Q2: What happens if multiple people edit an order at the same time?
Multiple staff members can edit and update an order simultaneously. Each edit made will be applied to the order. In case of conflicting edits, the most recent one will take precedence.