Edit Orders
- 29 Mar 2023
- 1 Minute to read
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Edit Orders
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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Edit order is a feature that enables you to edit your pending partially-completed orders. When the edit order is enabled, the order and payment status will change to Pending until you process the order. This feature is intended only for pending orders. It is not for editing order information on already processed orders.
Edit order will refund the customer's credit card, which will be visible from the Payment tab. When the process of Editing the order is complete, it will charge the new amount of the order to the customer's card.
Edit An Order
1. Navigate to Store > Orders. You can use the left-hand column to search for an order.
2. Click on the order, and the order window will open. Click on the Actions drop-down menu in the top right-hand corner of the order. Select Edit Order and click OK.
If you do not currently have the Edit Order option, please get in touch with support@winedirect.com to activate this tool.
3. The order will now be in edit mode. At this point, the credit card gets fully refunded. Below is a screenshot of the tabs in edit order mode.
4. Click on the tab you wish to make an edit on.
5. Once you have made your Edit, head to the Review tab and click on Process Order. If you want to hold the order, click Hold Order.
The Edit Order tool does a live check of your product inventory, so if any of your products are out of stock at the time of the Edit, it will remove that product from the order and need to be manually added back in.
FAQ
I cannot edit an order, but the 'Edit Order' tool is turned on.
An order with a shipping status cannot be edited (i.e Sent To Fulfillment, Shipped, Picked Up). You will need to ensure that the order does not have a shipping status, and set it to be blank if necessary. For a complete list of statuses please see the Shipping Statuses Documentation.
Can I edit a refunded or partially refunded order?
No. If an order has been refunded, either fully or partially, it cannot be edited. Refund orders will not list the edit order option in the order actions drop down, even if you have the edit order tools enabled.
For more information on refunding an order see Refunds Documentation.
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