New edit orders feature: How to add/edit discount?

cmscss
Shopify Partner
184 2 222

Hi There,

 

We're trying to use the new edit order feature but can't figure out how to add/edit the discount. How do we do that?

 

Any help would be much appreciated.

 

Cheers

Replies 38 (38)
Ash
Shopify Staff
Shopify Staff
764 87 139

Hi, @cmscss!

 

Ash here from the Shopify team. 

 

This is a great question regarding the new edit order feature. At this time, the edit order feature has some limitations as to what can be edited for an order. Currently there are two notable limitations with regards to discounts:

  • Automatic discounts can't be edited, added or removed. If an automatic percentage discount was already applied to the order however, then it will update to account for qualifying items that are added or removed.

 

  • Discount codes can't be edited or added. If an item with a discount code applied is removed from an order, then the discount will be lost and the buyer will owe the difference.

 

While adding/editing discounts is currently not available when editing an order, you’re able to partially refund an order if a discount was not applied prior to the customer paying. We have some great information in our help document here regarding order editing. This page goes over all of the aspects of an order that are currently editable, as well as walks through workflow for adding/removing items from an order, and refunding orders when the order total decreases.

 

I’ve informed our developers of your interest in being able to add/edit discounts when editing an order. This is great context to have when considering future updates to this feature and the platform. You can check out our changelog here to keep up with the latest updates. 

 

I’m interested to learn why this addition would be valuable to your business and workflow. Feel free to reply here and we can continue our conversation.

Ash | Social Care @ Shopify 
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mikea001
Excursionist
34 1 10

Hi,

 

We need this too!

 

We have customers who flout reasonable usage policies when it comes to repeat orders using the same discount code on another email address to the same postal address.

 

We are very lenient on this but some customers really do take the p**s and we need to be able to amend their order by removing the discount and send them an invoice for the balance before posting. Currently we do that using draft orders but that is not an ideal way of working.

 

MoriC
New Member
2 0 2

We need this too!

 

We create sometimes orders to our outsourced stock to send out products for pop-up (commission sales). I need items to get reduced from the stock but the total price of the order to be 0€ so that they do not mess up the webshop sales reports. If I forgot to add some item and I need to add it later on, I would like to put the price also 0€ for the same reason. Now I have to remember that some products are not sold (yet) and reduce them from the sales report. Or would there be another way to do this? The draft orders do not change the stock amounts?

nikash
New Member
1 0 4

Yes, need this feature please!

Scotty_McPherso
Tourist
3 0 6

We need this feature too. Even just a way to re-apply the original discount so we don't end up sending the customer an invoice for the missing discount?

Scotty

bredowmax
Shopify Partner
81 1 103

Yes this is needed, I agree to everyone in this thread!

lun
Excursionist
23 0 25

Yes, I need this too.
Editing inv but cannot add discount on the new add in item is very troublesome during this pandemic

David_at_ITB
New Member
1 0 1

I have a workaround which might help others. Temporarily change the price of the replacement product and use "Add Custom Product" to account for any rounding error.

 

I wanted to remove a discounted product (quantity of 2) and replace it with another product of the same value (also quantity of 2).  Both products were selling for 2 x $40 before discounting. There were other discounted products in the order, which meant the overall discount was reduced by $2.17 when I removed the discounted product (now quantity of 0) and added the replacement product (now quantity of 2), meaning I would need to ask the customer to pay an additional $2.17.

 

I changed the price of the replacement product on its product page to $18.91 (because it would not accept $18.915). Then I returned to the order, reloaded the replacement product. Now the order was out by $0.01 (i.e. need to refund 1 cent to the customer). I added a custom product called rounding. Now the order value was the same as the customer had paid.

 

I hope this makes sense and helps someone else.

Cottage21
Tourist
9 0 2

We would like to know how to discount an added item when editing an order? for example, a customer orders an item that is no longer available for $65 but we offer them a similar item that is priced at $70 for the same original price paid. We would like to substitute and edit the order (so inventory is correct) but we do not want the me to be sent an invoice and would like the order to not show as partially paid. Is there a way to do this?

MojoPin
Tourist
7 0 10

SHOPIFY! Please add this functionality as soon as possible.

 

It is vital to not have to cancel order 1 and make order 2, when order 1 could just be edited in the first place.

 

It's confusing for customers, and time-consuming for shop owners.

DougK9
New Member
1 0 0

I actually like this idea, but you just need to be aware if you have any current visitors on your site while you do this.  Otherwise, they may snatch up the item at the temporary discount.

MojoPin
Tourist
7 0 10

@DougK9 wrote:

I actually like this idea, but you just need to be aware if you have any current visitors on your site while you do this.  Otherwise, they may snatch up the item at the temporary discount.


Just duplicate the item, don't publish it to ANY channel, and put the price at the discounted price or zero. 🙂

 

That's how I'm doing it now. Works a lot better than having to cancel an order, create a new one, etc.

Ben31
Pathfinder
111 3 91

@MojoPin wrote:

@DougK9 wrote:

I actually like this idea, but you just need to be aware if you have any current visitors on your site while you do this.  Otherwise, they may snatch up the item at the temporary discount.


Just duplicate the item, don't publish it to ANY channel, and put the price at the discounted price or zero. 🙂

 

That's how I'm doing it now. Works a lot better than having to cancel an order, create a new one, etc.


 

OP here, the original problem was with customer-specific discounts added to POS orders, not site-wide discount codes.

 

There are a lot of these types of threads (not necessarily related to discounts) and the common theme is data flexibility to keep pace with customers who:

  • Change their minds
  • Forget they signed up to a newsletter so have to re-enter their details all over again (a Shopify POS issue)
  • Accidentally create multiple accounts but now want their accounts/purchases/vip status points merged

At least one administrator needs the power to edit anything to keep customers happy and to have clean, confusion-free data moving forward.

 

Shopify's recommended workflow of cancel/start again creates a confusing, messy trail for both customers and store owners alike. I've said it before but it's 2020, this stuff is totally possible.

jpstonehouse
Excursionist
11 0 6

Customers forget to put in discount codes and then contact us to get the discount applied to their order.  While we can refund the discount amount quite easily, there is no effect on the sales taxes collected.  That ain't right.  It's a pretty easy fix so please do it. 

FireTech
Tourist
4 0 1

We would use this feature as well - in the documentation about editing orders, this information is included about recalculating discounts--I don't understand why discount codes that apply to the entire order aren't working based on this information?

from this page:

The following discount types are recalculated when an order is edited:

  • Percentage discounts that apply to the entire order — These discounts are recalculated when you add new items or change item quantities.

  • Discount codes for a fixed amount that apply to specific products or collections — These discounts are recalculated when you adjust the quantity of an item that already has the discount applied. This type of discount is recalculated only if the discount code can be used more than once per order.

Drvn2skcede
New Member
3 0 0

Please add feature. So many products in 'pre-order' status now, customers change their minds frequently before product arrives and want to make sure their discount still applies.  Customer bought one item, found out delivery time was long, decided to upgrade to a new item with a higher price and a shorter delivery time and of rightly, still wanted to apply her discount code. She should not be penalized.

Langvang
Tourist
4 0 2

Would be a great help being able to ad a coupon after purchase in the backend admin. It's something we're asked for several times a week, when customers forget, or put it in the text box instead of discount box. At the same time, it would also be a great help to be able to adjust the amounts of the products directly, instead of having to edit or add a custom product with the edited price. 

Let's say we have one product left at the warehouse, and we find out it has a scratch, and offer the customer 25% off f.ex. Then I can't make an invoice match in a quick way, and I have to make them match, when using auto-booking of orders in the economy system. 

CamperQueen
New Member
1 0 0

Yes this is an essential feature we would require.  For example, if customers have place an order which has either gone out of stock in the meantime or we need to change it and offer less than the normal price advertised.  We wouldn't want to cancel the order then add again as the customer would receive a refund and have to do the payment process again which is not great.

 

ChrisS11
Shopify Partner
7 0 6

Yes this is an essential feature we would require.  For example, if customers have place an order which has either gone out of stock in the meantime or we need to change it and offer less than the normal price advertised.  We wouldn't want to cancel the order then add again as the customer would receive a refund and have to do the payment process again which is not great.

We just had an order where and item was out of stock, and instead of removing the item, and refunding, we ended up upgrading them to a slightly better product with the same contents, just more ... so now they owe $8, but there is no way to collect from them without sending another invoice. This is both unexpected, and not user friendly for the customer. I'd rather be able to add a discount amount or % to the order when editing, so I can offer an upgrade, and not need to charge them or collect more money. Please add this feature, doesn't seem that hard.