[intro]In this Guide, you’ll learn how to edit the contents of an existing order on your EKM online shop. [/intro]

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There can be many reasons you need to edit an existing order. Perhaps your customer placed their order and then contacted you to add more items or amend their Delivery Address. You may want to apply a discount to this order manually. Whatever the reason, the steps below will take you through editing an existing order on the new Orders Section of your EKM online shop. 

Editing Customer Details

1. Looking at the order, you will see three elements containing your customer’s details when the order was initially captured. There’s an Edit button for each of the different sets of details that can be amended:

Customer Details

2. If you click the Edit button:

3. In the window that appears, you can amend your customer’s First Name, Last Name, Company and Email Address before clicking the green Apply button to save your changes:

[tips]Remember, if you amend the customer’s Email Address, all future notifications regarding this order will be sent to the new email address. [/tips]

Delivery Address

4. Click Edit to amend the Delivery Address:

5. In the window that appears, you have fields where you can amend the First Name, Last Name, Company, postal address, Country and telephone number that make up the entire Delivery Address before clicking the green Apply button to save your changes:

Billing Address

6. Click the Edit button:

7. The window that opens here is nearly identical to the Delivery address window in terms of the fields you can edit, but this one features a Select Another Address drop-down menu in the top left-hand corner. If you click this, you can select the Delivery Address you might have amended above, so you don’t have to complete all fields again. When you have finished adding this information, click the green Apply button to save your changes:

Tracking

8. Scroll further down the page and click the Edit button:

9. In the window that appears, you can use the fields to add a Tracking Number for this order and select a Delivery Company from the drop-down menu. You can also add the Delivery Company Name and the Tracking URL in the field provided, which your shipping/courier company will be able to supply to you. When you have finished adding this information, click the green Apply button to save your changes:

Editing the Order

10. To edit products within the order, click Edit on the far right-hand side:

11. This will display a page where you can edit the contents of the order itself:

Products

12. In this element, you can add another product to the order by either searching for the product name using the Search field or clicking the Browse button on the right-hand side:

13. In the window that appears, you can again use the Search field to locate the product or click the Name button on the far right-hand side to select the individual Category:

14. To add a product to the order, simply tick the box next to the product and click the green Apply button in the bottom right-hand corner:

15. Because you have added another product to this order, notice the Order Summary field on the left-hand side has been updated, and the system has worked out the New Total and the amount you need to collect from your customer:

16. You can then click the green Save button in the bottom right-hand corner of the order:

17. This will redirect you to the order itself, which will have a Payment Status of Awaiting Payment as more products have been added: 

18. Contact your customer, collect the payment, and then you can amend the Payment Status to Paid:

Checkout Questions

19. If you have added Additional Information fields on the Order Summary or Order Complete pages of the Checkout Flow, you’ll see these displayed on the individual orders too. Click the Edit button:

20. You are then redirected to a page where you can edit all of the elements of the order contents. In the Checkout Questions area, you can amend the response that was given on the Checkout Flow before clicking the green Save button in the bottom right-hand corner to save your changes:

21. You’ll then be redirected to the page displaying the order with the amended Checkout Questions.

Payment

22. The Payment element of your order includes Loyalty Points, Tax, Delivery Method and any discounts set up in the Discount Management feature that have been applied to the order. Click the Edit button:

23. Scroll down this page and click Override Totals:

24. This will open a window where you can override the existing totals by amending the relevant fields. In this example, we’ll remove the Delivery cost to make the shipping free for this customer:

25. When you have amended the relevant fields, you can either click Restore in case you want to start again, or instead, click the green Apply button:

26. You’ll then be redirected to the order. Notice that the Order Summary element in the top right-hand corner reflects the change. Click the green Save button in the bottom right-hand corner:

Internal Notes

27. After returning to the order, you must leave an Internal Note to record your reason for amending the totals. Click the Internal Notes tab:

28. This will reveal any Internal Notes on the order. In this example, the customer used a Coupon Code at the checkout, so this is detailed here. Refund the money to the customer (if they have already completed the order) and add your notes by typing in the field and clicking outside of the field to save:

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[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account-specific question to ask the EKM Team, join us in the EKM Community. [/contact]