Edit Orders

This tutorial goes over how to edit orders placed out on your BrightSites company stores. Please note that editing an order:

1. Will adjust inventory and recalculate taxes (except for Tax Cloud).
2. Will NOT impact any payment methods used (no payment will be refunded or charged).
3. Will NOT adjust or recalculate shipping costs.
4. Will NOT impact any virtualization.
5. Editing orders will NOT update orders already imported into ShipStation.
6. Gift Certificate products cannot be edited.

Article Sections

• Accessing Orders to Edit
• Edit Size
• Edit Color
• Edit Quantity Ordered
• Edit Purchase Price
• Edit Options Price
• Delete Item
• Edit Setup charge
• Edit Shipping Costs
• Notes

Accessing Orders to Edit

To edit an order that has been placed out, after logging into the store's admin area, click into Orders. Next, click edit for an order you need to edit.

Then once the order is pulled up, navigate into its Products tab. Here, you can make the following changes:

1. Changes to the Size option selected (including modifying the sub-SKU, and price modifier).
2. Changes to the Color option selected (including modifying the sub-SKU, and price modifier).
3. Changes to the number of units ordered for the item.
4. Changing the Purchase price of the item.
5. Changing the Options price for an item.
6. Removing Item(s) from the Order
7. Changing Setup charge for an item. 
8. Changing the Shipping costs charged on an order.

Please note, the Products tab of an order doesn't have a Save button anymore and whenever changes are made in this tab of the order, they will be automatically saved.

Edit Size

To edit a Size option on a line item: 

1. With the Products tab of an order pulled up, click the selected Size option in the order's line item.
2. In the pop-up/modal window appearing, you can select a different Size (A), adjust the sub-SKU (B), and apply a price modifier (C).
3. Then click Save to apply your changes.

Edit Color

To edit a Color option on a line item: 

1. With the Products tab of an order pulled up, click the selected Color option in the order's line item.
2. In the pop-up/modal window appearing, you can select a different Color (A), adjust the sub-SKU (B), and apply a price modifier (C).
3. Then click Save to apply your changes.

Edit Quantity Ordered

To adjust the Quantity of units ordered: 

1. With the Products tab of an order pulled up, click into the Quantity field for the order's line item.
2. Modify the Quantity by changing it to a new number (increase/decrease).
3. After clicking out of the field (or hitting ENTER on your keyboard), changes are automatically applied. You can see a graphic/screen-cast of that here.

Edit Purchase Price

To manually adjust the Purchase Price of an item ordered: 

1. With the Products tab of an order pulled up, click into the Price column and then a pop-up/modal window appears. It will state "This change is going to prevent auto price recalculation, i.e. when a quantity discount or price modifier is applicable."* and you need to click Confirm to proceed with making changes to the Purchase Price.
2. Then you can set the purchase Price for the line item to the value you require, and after clicking out of the field (or hitting ENTER on your keyboard), changes will be automatically applied. You can see a graphic/screen-cast of that here.

*please note, any manual adjustments to purchase price will not be auto-recalculated for quantity discounts or price modifiers

Edit Options Price

To manually adjust the Options price of an item ordered: 

1. With the Products tab of an order pulled up, click into the Options column and then a pop-up window appears. It will state "This change is going to prevent auto options price recalculation, i.e. when a price modifier is applicable."* and you need to click Confirm to proceed with making changes.
2. Then you can set the Options price for the line item to the value you require, and after clicking out of the field, changes will be automatically applied. You can see a graphic/screen-cast of that here.

*please note, any manual adjustments to options price will not be auto-recalculated for price modifiers

Delete Item

To remove a line item from an order:

1. With the Products tab of an order pulled up, click the red trashcan icon () and then you'll see a pop-up window.
2. In the pop-up it will state:
   Editing an order:
   Will adjust inventory and recalculate taxes (except for Tax Cloud).
   Will not impact any payment methods used (no payment will be refunded or charged).
   Will not adjust or recalculating shipping costs.
   Will not impact any virtualization.
   Gift Certificate products cannot be edited.
3. Click Confirm after checking the box labelled "I understand that deleting an item cannot be undone."

Removing an item impacts sales tax calculated, will adjust inventory if inventory is tracked, and may show a positive or negative Outstanding Balance on the order.

Edit Setup charge

To edit the Setup charge for an item: 

1. With the Products tab of an order pulled up, in the line for "Setup charge for " click the Setup charge value.
2. Then type in the new Setup charge value.
3. Once you click out of the field (or hit ENTER on your keyboard), your changes will be automatically saved. You can see a graphic/screen-cast of that here.

Edit Shipping Costs

To adjust the Shipping amount on an order: 

1. With the Products tab of an order pulled up, click into the Shipping field to edit the shipping amount charged.
2. Make your changes, and then click out of the field (or hit ENTER on your keyboard). Your changes will be automatically saved and you can see a graphic/screen-cast of that here.

Notes

• You cannot undo/revert changes that you have made to an order. The only option would be (for example) manually un-doing your change (i.e. if you accidentally changed an item's quantity, then you can manually change that again).
• When deleting a line item from the order, you will need to confirm that change before the item is removed.
• As of now line-item refunds/credits cannot be processed. If you delete an item from the order and your user paid by credit card, that will need to be manually credited within your gateway provider's account. If the user paid for the order with account balance, you can adjust their balance as you require.
• The cost of shipping will NOT be updated automatically if you increase/decrease the number of units ordered by the shopper.
• When changing Quantity of items ordered, IF the item has quantity discounts, and you increase the quantity to hit the price-break discount, it will be automatically applied. This is ONLY the case as long as you have not manually edited the Purchase Price for the item.
• If an order has been requested via API and then edited, the edits will not automatically relay to the order details requested via API. The order will need to be re-requested via API to account for updates.