Editing Orders

Editing orders allows you to modify order details before they are processed for fulfillment. This is useful for correcting errors, updating customer information, or adding products to draft orders.

Draft Orders Only

You can only edit orders that are in Draft status. Once an order is processed and moves to Open, Closed, or other statuses, it cannot be edited through the standard edit form.

Why Edit Orders?

Editing orders lets you fix mistakes, honor customer requests, and add missing information before an order goes to fulfillment. Update addresses, quantities, shipping methods, and special instructions on any Draft-status order — without canceling and recreating it from scratch.

Correct Mistakes

Fix typos in customer addresses, update incorrect product quantities, or correct pricing errors before processing.

Update Customer Requests

Add products, change shipping addresses, or update delivery dates based on customer requests.

Add Missing Information

Complete orders with missing shipping details, reference numbers, or special instructions.

Modify Before Processing

Make final changes to draft orders before sending them to fulfillment.

How to Edit an Order

1. Navigate to Orders

   From the main navigation menu, click Orders to view your orders list.

2. Find the Order

   Locate the order you want to edit:

   • Use the search bar to find orders by order number, customer name, or SKU
   • Filter orders by status to show only Draft orders
   • Click the 3-dot menu (⋮) next to the order

3. Open the Edit Form

   Click Edit from the order’s action menu. The order edit form will load showing all current order information.

   Edit Availability

   The Edit option is only enabled for orders with Draft status. Orders that have been processed (Open, Closed, Cancelled) cannot be edited.

4. Update Order Information

   The edit form shows all order details. You can modify:

   Order Basics:

   • Order Number - Unique identifier for the order
   • Channel - Sales channel source (cannot be changed if order has shipments)
   • Fulfillment Location - Where the order will be fulfilled

   Customer Information:

   • Contact - Select a different customer or create a new contact
   • Shipping Address - Update shipping details, address lines, city, state, postal code
   • Billing Address - Modify billing information if different from shipping

   Order Details:

   • Reference 1 and Reference 2 - Custom reference numbers
   • Order Date - When the customer placed the order
   • Hold Until Date/Time - Delay processing until a specific time
   • Ship By - Target shipping date
   • Must Arrive By - Delivery deadline
   • Currency - Order currency (defaults to account currency)
   • Tags - Add or remove organizational tags

5. Edit Customer Information

   To update customer details, click the edit icon (pencil) next to the shipping or billing information. This opens a dialog where you can modify:

   • Email - Customer’s email address
   • Phone Number - Contact phone number
   • First Name and Last Name - Customer’s name
   • Company - Business name (optional)
   • Address 1 and Address 2 - Street address lines
   • Zip Code - Postal code
   • Country - Select from dropdown
   • State - State or province
   • City - City name
   • Update customer profile - Check to save changes to customer record

6. Modify Products

   Update the product list:

   • Add Products - Click Add Product to search and add more items
   • Update Quantities - Change the quantity ordered for each product
   • Adjust Pricing - Modify sold price, discounts, or surcharges
   • Remove Products - Click the trash icon (🗑️) to delete product lines
   • Product Attributes - Add custom metadata to specific products

   Product Changes

   Removing or changing products updates the order total. Review the SubTotal before saving.

7. Update Shipping Information

   Click Shipping Information to modify shipping details:

   • Carrier - Change the shipping carrier (UPS, FedEx, USPS, etc.)
   • Ship Method - Update the service level (Ground, Express, etc.)
   • Residential - Mark if shipping to a residence
   • Signature required - Require signature on delivery
   • Saturday Delivery - Schedule weekend delivery (UPS Air/FedEx Express only)
   • Include prepaid return label - Add return shipping label
   • Insurance - Select No, Order Total, or Custom coverage
   • Bill Type - Choose Bill Recipient or Collect (UPS Air/FedEx Express only)
   • COD Amount - Cash on delivery amount
   • Click Confirm to save shipping changes

8. Modify Additional Details

   Update optional information:

   • Attached Files - Add or remove uploaded documents
   • Rates - Add custom rates or charges
   • Attributes - Modify order-level metadata (key-value pairs)
   • Instructions (iLoc) - Special instructions for the fulfillment location
   • Comments (Channel) - Notes visible to the channel

9. Save Your Changes

   Click Update to save your modifications. A confirmation dialog offers two options:

   • Save as draft - Saves changes but keeps the order in Draft status
   • Process - Processes the order and creates a shipment (Status changes to Open)

   Or click Cancel to discard changes and return to the orders list.

What You Can Edit

Editable Fields (Draft Orders)

All order fields can be modified for draft orders:

Field Type	What You Can Change
Order Number	Update to match your numbering system
Customer Contact	Change customer, update shipping/billing addresses
Products	Add, remove, or modify quantities and pricing
Order Dates	Update order date, ship by, must arrive by, hold until dates
Shipping Info	Change carrier, method, or get new rates
Reference Numbers	Update Reference 1 and Reference 2
Tags	Add or remove organizational tags
Currency	Change the order currency
Fulfillment	Change fulfillment location (if no shipments exist)
Instructions	Update special handling instructions
Comments	Modify channel-visible notes
Files & Attributes	Add/remove attached files and custom attributes

Restrictions

• Channel - Cannot be changed if the order has associated shipments or has been processed
• Processed Orders - Orders in Open, Closed, Cancelled, or other non-draft statuses cannot be edited through the edit form
• Order Items - If the order has been sent to a warehouse, you cannot modify products

💡 Best Practices

Review Before Processing

Double-check all changes before clicking “Continue” to process the order. Once processed, the order cannot be edited.

Keep Order Numbers Consistent

If you change the order number, make sure it doesn’t conflict with existing orders or your numbering system.

Verify Address Changes

When updating shipping addresses, verify the new address is correct and complete to avoid delivery issues.

Update Order Dates Accurately

Keep dates realistic. If you change ship by or must arrive by dates, ensure they’re achievable.

Save Frequently

For complex edits, save as draft frequently to avoid losing changes if something goes wrong.

Add Notes for Changes

Use the Comments field to document why changes were made, especially for customer-requested modifications.

Common Editing Scenarios

Updating Customer Address

When: Customer provides a corrected shipping address after order placement.

Steps:

1. Open the order for editing
2. Click Select Contact or modify the shipping address fields directly
3. Update Address 1, City, State, Postal Code, and Country
4. Verify the billing address if it should also change
5. Click Update and Save as draft or Continue

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Adding Forgotten Products

When: Customer wants to add more items to an existing order.

Steps:

1. Open the order for editing
2. Click Add Product in the product table header
3. Search for and select the additional products
4. Set quantities and pricing
5. Review the updated SubTotal
6. Click Update and choose to save or process

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Changing Shipping Method

When: Customer requests faster shipping or you need to use a different carrier.

Steps:

1. Open the order for editing
2. Click Add shipping information or modify existing shipping details
3. Select a new carrier and method
4. Or click Get Rates to see available options and pricing
5. Click Update and save your changes

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Correcting Product Quantities

When: Order was entered with wrong quantities.

Steps:

1. Open the order for editing
2. Locate the product line with incorrect quantity
3. Click in the Quantity field and update the number
4. The SubTotal recalculates automatically
5. Review the new total and click Update

Troubleshooting

”Edit” option is disabled

Problem: The Edit option is grayed out in the order’s action menu.

Solution: Only draft orders can be edited. Check the order status:

• Draft - Editable ✅
• Open, Closed, Cancelled, On Hold, Error - Not editable ❌

For non-draft orders, use other order management actions like Re-Open Order, Cancel Order, or contact support for help.

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Can’t change the channel

Problem: Channel dropdown is disabled or changes aren’t saved.

Solution: Channels cannot be changed if the order has shipments or has been processed. Create a new order with the correct channel instead.

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Changes aren’t saving

Problem: Clicking Update doesn’t save your modifications.

Solution: Check for validation errors:

• All required fields must be filled (Channel, Customer Contact, Products, Order Date)
• Customer address must be complete (Address 1, City, Country, Postal Code)
• At least one product must be in the order
• Shipping carrier and method must be selected (if required)

Look for red error indicators near fields and fill in missing information.

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Product prices changed unexpectedly

Problem: Product prices updated automatically when editing.

Solution: If currency changed, prices may have converted. Verify:

• The currency is correct
• Sold prices are accurate for the new currency
• Manually adjust prices if needed

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”Field Required” validation errors

Problem: Can’t save because of required field errors.

Solution: Ensure these critical fields are filled:

• Channel - Sales channel must be selected
• Customer Contact - Name, email, and complete address required
• Products - At least one product with quantity and price
• Order Date - Must have a valid order date
• Shipping Information - Carrier and method (if enforced)

What Happens After You Update?

Save as Draft

Orders updated and saved as draft:

• Remain in Draft status
• Do NOT create shipments or trigger fulfillment
• Can be edited again or processed later
• Show as updated in the orders list

Continue (Process Order)

Orders updated and processed with “Continue”:

• Move to Open status
• Create a shipment at the selected fulfillment location
• Trigger automation rules if “Run with channel’s rules” was selected
• Send to warehouse for picking and packing
• Cannot be edited after processing

Next Steps

After editing orders, you can view them in the Orders Overview, track their status, and manage shipments.

Related Documentation

• Orders Overview - View and filter all orders
• Creating Orders - Create new manual orders
• Order Status & Workflow - Understand order lifecycle
• Managing Orders - Order actions and bulk operations
• Customers Overview - Manage customer information

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Need Help? If you have questions about editing orders, contact our support team through the in-app chat or email [email protected].