I'm reading everywhere that an order cannot be edited and that a discount can't be added based on payment method.
Both of these things are creating the need for a 3rd party app for me - so are there any recommendations for the most efficient app to allow the editing of an order?
To be specific, an alternate offline payment method is being offered and therefore no money is transacted online. We want to offer a discount for using this method, but it can't be done before-hand and it can't be done after. (Unless there's some way to prevent a discount from being added on a particular payment method.)
Any ideas would be very helpful - thank you!
Solved! Go to the solution
This is an accepted solution.
Elias here from Shopify Support.
You are correct in that you would not be able to set discounts based on payment methods, but you are able to edit orders using the following third-party apps:
Shopify is also currently working on a feature for editing orders, which is currently in beta. Once this is fully available to all merchants, you’ll be able to edit orders without a third-party app. For more information on this, please take a look at ‘Editing orders’.
You mentioned using an offline payment. I am curious how editing orders applies if no money is being transacted. This may be a useful feature that I can share with our developers as a feature request. Before I do that, would you be able to share further details?
I hope this helps! Let me know if you have any further questions.
Yes, I've since added the Edit Order app by Cleverific.
Even though all money is handled offline, it still affects reports, invoices, etc. The edited order confirmation re-sent to the customer has to reflect the correct amount. For this offline method (wire transfer), a discount has to be added after the order is placed. In addition, each order prior to being paid is subject to information from the customer that may alter the bottom line of the invoice - adding additional product, negotiation of cost, etc. The order is fluid until it's finalized with the customer. It is certainly not a usual store setup, but being able to edit should still be an available option - it's good to know this feature is being implemented. :)
Thank you for sharing the details of your setup. I will pass this information along to our developers so your setup can be taken into consideration. Our developers appreciate this feedback and are always trying to implement the most requested features each year!
It sounds like our ‘Edit Order’ feature, once available, will be able to eliminate the need for a third-party app, in your case. Please check our help guide again at a later time, we will update the page once we move out of the beta phase. You can also check our ‘Announcement page’ or our ‘changelogs’ as well!
How are you finding the Edit Order by Cleverific?
Let me know if you have any further questions!
Haven't used it except in testing. In most if not all of the edit order apps, it works by saving as and creating an amended order. This requires bits of work on the backend because it affects reports and counts funds as received even though the original order is canceled. There was one app that edited the original order, but it did not have great reviews and made a few messes along the way, I guess.
Hopefully, when your beta feature comes out, it will allow editing of the original order instead of creating a new one - either that or it won't create havoc with finances. :)
It will be nice to be able to apply discount coupons directly through the edit order!
In my case, I had an Automatic discount, and the buyer wanted to use a coupon that I had provided him, which worked out better for him. The Automatic discount took precedence and he was unable to apply his coupon.
I wanted to be able to edit his order and apply the coupon myself. This would also help me to keep track of the coupon usage.
I worked around it by making the necessary adjustments via a custom piece at a custom price (to reflect the discount). It will be nice to have more editing capabilities for the orders.
Thank you for joining our thread and sharing this feedback with us. I can see how being able to apply discounts while editing orders can be a very useful feature, and I’ll be happy to share this feedback as a feature request with our developers. If Shopify moves forward with this feature, you will be able to find it in our changelog or announcements page. That being said, there are a couple of third-party apps that are able to edit orders and apply discounts. It’s important to note that these apps will create a new order in order to capture or refund the differences in the sales amount. I’ve handpicked a couple of these apps for you to try out:
If you need any help with these apps, you can always reach out to the developers directly through the contact information found in the Support section of their app’s page.
I hope this provides a couple of solutions for you to explore. If you have any further questions on this topic, feel free to reply back to this thread and I’d be happy to help.
We need this feature, too! We offered a give-away in a FB group and I created the order information conveyed by the winner and discounted it to $0, marking it as "paid" so it would create an actual order and not just a draft order. She decided she needed a smaller size in one product, but I can't edit the order and exchange it for the same product in a different size. I came to the support documents to figure out how to handle it and was shocked when I found this recent thread indicating it's not a currently supported feature. I guess I will have to remove the item from the original order and create an entirely separate order for the product in the different size. Please consider adding this much-needed feature! As I'm looking through threads, I see other customers have requested the same thing in different threads (e.g., in response to the announcement that "Order Editing is now available!".
Thank you for joining the thread and for sharing your feedback! Just to clarify, it is possible to edit the order and exchange a product variant. However, the problem lies in applying a discount on edited orders as this is a limitation indicated on our guide. With that being said, I'd be happy to share your feedback with our developers. If Shopify moves forward with this update, you will be able to find it in our changelog or announcements page.
Since the order was created as a draft and discounted already, I'd recommend creating a new draft order for the exchange. You can do this by refunding the original order or by restocking the item, this will account for the change in inventory. After that, you can create a new draft order with the correct variant for your customer.
If you have any other questions or feedback, please don’t hesitate to let me know!