Adding a customer to an existing order or associating existing customer with new order after the sale.

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Tourist
7 0 6

If an employee fails to add customer info when creating an order manually, how can you go back and add the customer? Or if you already have the customer info due to a previous sale, how can you, after the additional sale, associate that sale with the existing customer?

Problem was created when a manual sale was done over the phone. Shipping info was taken but not customer info. I need to associate this order with the customer and their previous orders. Very important as I am a nonprofit and send acknowledgments for all orders for tax purposes. 

Thanks for your help in advance. 

 

 

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New Member
2 0 0

For that you need to click on to your cart section of your product -> click tap Add Customer -> Choose customers from the existing list or create new customer -> enter the customer details -> click save.

And to remove customers from the pos security system

Click customer’s name in the right side of the list -> When it is red tap it again -> customer is removed

Emily Lauren
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New Member
2 0 0

For that you need to click on to your cart section of your product -> click tap Add Customer -> Choose customers from the existing list or create new customer -> enter the customer details -> click save.

And to remove customers from the pos security system

Click customer’s name in the right side of the list -> When it is red tap it again -> customer is removed

Emily Lauren
0 Likes
Shopify Staff
Shopify Staff
20 0 5

Good day Lynn!

Brendan here from the Shopify Guru Team :)

If the order is still in a draft state ( You can see this by going to Orders --> Drafts ) then you're able to add a customer to the draft order from the "Find or create a customer" option in the top right hand corner of the draft order page. 

Once the order is moved out of a draft state and into your actual orders page of your admin you're then unable to change the customer details.

So going forward, you may want to cancel this order and create a new order with the customer's details. Keep in mind that when you go to cancel an order you'll be prompted in a window to refund the customer the full amount of the purchase. If you don't want to refund the customer you'll just have to change the refund amount to $0.00.

If you then would like to create a draft order and add the customer's information you can go ahead and create the draft order ( Orders --> Drafts --> Create New Order ) and when it comes to payment you'll select "Mark as Paid" so that you're not charging the customer again and you'll now have record of the order in your admin with the correct customer details :)

I hope this helps Lynn!

Please keep in mind you can give us a call, live chat, or email anytime and we'll be able to dig into your account with you to work things through!

Have an awesome day!

-Brendan @ Shopify

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Excursionist
90 0 4

We’re having a lot of trouble with this via the Shopify app and Shopify POS - it’s absolutely mind-numbing sorry!

There are so many situations that crop up and associating an order with a customer is crucial. The whole point of computers is being able to edit stuff - right?

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Excursionist
90 0 4

Still a constant frustration - please get it sorted.

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