Offset's Edit Order flow allows for you to change order contents after an order is placed, and adjust pricing for shipping, tax, discounts, and insurance.
Editing Products
If you would like to add a new SKU to your order, click the "Edit Items" button.
If you would like to adjust the quantity of bottles in your order, enter the new quantity for that SKU in the "Updated" field. The "Difference" and "Total" fields show how your order will be changing.
Product Pricing Restrictions
When you edit an order, the Product Price you'll see is the Product Price at the time the order was placed. You can adjust quantities up or down, but you can't alter the product price when editing the order.
IMPORTANT: You can't change a product's price in the Edit Order flow, and you can't have two different prices for the same product in an order.
For example, if a customer bought a wine at $80 and it has since been raised to $100, you can edit their order to add a bottle, but it will be added at $80 per bottle. It isn't possible to edit the product price to $100 or to have two prices for the same SKU in an order.
If you want to edit an order to include an extra bottle in an order for free, you may be able to accomplish this by keying in a manual discount (see below.)
Other Order Pricing Adjustments
This section of the Edit Order page shows you what is changing about your order and what will be charged additionally (an additional $33 in our example here) or refunded.
IMPORTANT: The numbers you see in these fields are only reflective of the additions or subtractions being made to the order.
For example: a $0 in the shipping field means that no additional shipping fees are being charged since the quantity of bottles in our order isn't changing. A $20 shipping fee would mean twenty additional dollars will be collected, and a -$20 means twenty dollars that were originally charged for shipping would be returned.
Hover over the "View Original" button if you ever want to double check what the original order was to make sure you're making the appropriate changes.
Discounts
IMPORTANT: Be mindful of negative and positive values when working with discounts. If a discount is being applied to an order in the Edit Order process, it should have a negative sign (ex: -20.) If it is a positive number (ex: 20) that will remove twenty dollars of a discount that was on the initial order.
Promo Code Discounts
You can't currently enter a new promo code to an order in the Edit Order flow, but if there is a promo code already on the order, any edits will honor it.
Group & Club Discounts
If a customer is in a Group or Club that receives a % discount, those discounts will be honored in the Edit Order flow for new bottles that are added or removed.
Applying a Manual Discount
One flexibility that the Edit Order flow allows is for you to key in a manual discount in your order. Please be mindful that the value you see or modify in this field is a delta value. If there is already a discount on the order you'll be adjusting the ADDITIONAL discount, not entering in the entire discount.
Removing Shipping, Tax, Discount, or CRV Charges From an Order
If you would like to remove shipping or tax from the ENTIRE order, simply uncheck the checkbox for that field. This takes into account the amount that was initially collected and makes a corresponding adjustment.
For instance, since the original shipping price in our example order was $86.26, unchecking the Shipping checkbox removes that amount from our order, which will result in a partial refund.
Change Tracking and Activity Log
To confirm what you're changing about your order, you'll see a running list of updates to confirm what you're changing.
Once you click the "Complete this Order Adjustment" these notes will be automatically stamped onto the order activity log for your order, in case you or your team ever need to reference what was changed.
Changing an Order's Shipping Addresses or Fulfillment Methods
Currently, these updates need to be made on the Order Details page first. They aren't adjustable in the Edit Order flow.
Scroll down to the shipping section of the order details page and click on the "Edit" button there.
IMPORTANT: If you want to change the address or method without adjusting the amount that was collected for the order, you're all set!
However, if you want to charge or refund the difference in tax (assuming the new address has a different tax rate) or recalculate the shipping price based on the new method, you'll need to click "Edit Order" button afterwards. The Order Adjustments section will show you the adjustments in those fields, and from there you can either refund or charge the additional amount to the customer.