Order Editing

outline order editing lets customers update their shipping address, update their contact email, or cancel their order from the shopify thank you and order status pages, while the order has not started shipping and is inside the edit window you set this article covers the four setup steps configuring your settings, holding orders during the edit window, adding the app blocks to your shopify pages, and testing the customer experience on the order status page, the customer can make the following changes you've enabled change shipping address change contact email cancel order once the window closes, or once the order starts fulfilment, these options no longer appear the delivery country can't be changed an order keeps the shipping rate and tax it was charged at checkout, so a move to another country would leave you covering the difference customers are told to contact you if they need the order sent to a different country 1\ configure your settings go to settings and open shopify settings page in the refundid merchant dashboard scroll to the order editing section shopify settings page showing the order editing section set the following, then click save order edit window how many minutes after checkout customers can edit their order the default is 30 minutes set this to 0 for no time limit, in which case orders stay editable until they start fulfilment allow shipping address updates lets customers change their delivery address allow contact email updates lets customers change the contact email on the order allow order cancellation lets customers cancel the order automatically refund cancelled orders only shown when cancellation is on when on, a cancelled order is refunded automatically when off, the order is cancelled and you handle the refund yourself automatically restock cancelled orders only shown when cancellation is on when on, the items on a cancelled order are returned to your available stock when off, stock is left untouched and you restock yourself order editing settings in the refundid merchant dashboard the customer is always notified by shopify when their order is cancelled 2\ hold orders during the edit window order editing only applies while nothing has shipped, so the order must be unfulfilled or on hold if your fulfilment process starts within minutes of an order being placed, the order can start fulfilment before the customer has a chance to edit it to prevent this, use shopify flow https //apps shopify com/flow to put new orders on hold for the length of your edit window, then release them automatically this step is only needed if your fulfilment starts sooner than your edit window closes if you batch orders, or your fulfilment provider only collects orders periodically, you can skip it we strongly suggest placing a test order to confirm your store does not require a shopify flow to hold fulfillments you can either import a ready made copy of this workflow, or build it yourself option 1 import the ready made workflow download refundid order editing fulfillment hold flow in your shopify admin, go to apps > flow click import click add files , or drag the flow file into the import workflow box click import open the imported workflow and change the wait step to match the order edit window you set in your refundid dashboard option 2 build the workflow manually in your shopify admin, go to apps > flow and click create workflow choose the trigger order created add a for each loop step and set it to iterate over order fulfillmentorders an order can be split across several fulfilment locations, and each fulfilment order has to be held separately on that loop's repeat for each item branch, add the action hold fulfillment order , set the reason to other , and set the reason notes to refundid order editing window so the hold is identifiable on the order on that loop's after last item branch, add a wait step set the wait to the same length as the order edit window you set in your refundid dashboard if the two don't match, orders are released either before customers have finished editing, or later than they need to be after the wait , add a second for each loop step, again iterating over order fulfillmentorders on that loop's repeat for each item branch, add the action release fulfillment order holds name the workflow, for example refundid order editing fulfillment hold either way, you should end up with this shopify flow workflow that holds newly created orders for the length of the edit window the wait step and the order edit window setting are configured separately and are not kept in sync if you change the edit window in refundid, update the wait in this workflow to match as soon as this workflow is turned on, every new order moves to on hold don't publish it until you're ready, and make sure whoever fulfils your orders knows to expect it 3\ add the order editing block to your shopify pages in your shopify admin, go to settings > checkout next to your live checkout configuration, click customize switch to the thank you page, click add app block , and choose order editing position the block, then click save adding the order editing block to the shopify thank you page switch to the order status page and repeat add app block > order editing , position it, then save adding the order editing block to the shopify order status page both blocks are needed the thank you page block is the prompt and countdown, and the order status page block is where the editing happens 4\ run a test order place a test order on your store and check that the thank you page shows the edit prompt with a countdown the order moves to on hold in shopify, if you set up the workflow in step 2 the order status page shows the edit your order card once you sign in a shipping address or email change saves, and appears on the order in shopify the order picks up the edited by refundid tag after an edit a cancellation cancels the order, and refunds and restocks it according to your settings shopify processes cancellations in the background, so the customer sees a "we've asked shopify to cancel your order" message first and the confirmation a few seconds later the cancelled order picks up the cancelled by refundid tag after the window expires, the card no longer appears and the hold is released automatically test order in shopify held by the workflow, showing the on hold status and the refundid order editing window hold reason when an order can't be edited an order stops being editable when any of the following is true fulfilment has started the order is partially or fully fulfilled, in transit, or delivered the order has been cancelled whether the customer cancelled it or you did the edit window has closed more minutes have passed since checkout than your configured window the customer isn't signed in , or is signed in as a different customer to the one who placed the order the edit type is turned off in your refundid shopify settings the order is a refundid exchange order one tagged refundid exchange order , which refundid placed as part of a return neither block appears on these orders, because the details follow the return rather than the order change shipping address also needs an existing address to change an order with no shipping address, such as a digital only order, is never offered the address form, even with the setting on email changes and cancellation still work on those orders in these cases the customer doesn't see the option, and the change has to be made by your team in shopify every edit is re checked when it's submitted, so an order can't be changed after fulfilment has started, even if the customer left the page open faqs what happens if a customer cancels an order that's already been paid? if automatically refund cancelled orders is on, shopify refunds the payment as part of the cancellation if it's off, the order is cancelled and left unrefunded for you to handle stock is returned only if automatically restock cancelled orders is on will i know which orders were edited? refundid adds the tag edited by refundid to any order whose address or email was changed by the customer, and cancelled by refundid to any order the customer cancelled, and the change appears in the order's timeline in shopify refundid also keeps its own record of every edit what changed, what it was before, which customer made it, and when so support can answer questions the tag can't these records follow shopify's data requests if a customer asks you for their data we report what we hold for them, and if they ask to be erased, or you uninstall the app, we delete it can i turn the edit window off entirely? set the window to 0 and orders stay editable for as long as they haven't started shipping to stop customers editing altogether, turn off all three edit types, or remove the app blocks from your checkout pages do i have to use shopify flow? no the workflow only pauses fulfilment while the window is open if your fulfilment starts later than your edit window closes, order editing should work without it, but we recommend testing