Editing products in an order

You can edit your order to add products and custom items. You can also remove products from your order and adjust item quantity.

When you edit an order, the order total is updated to reflect these changes and the order displays whether a refund is owed to the customer or a balance is owed to you. Depending on the adjustment to your order, you might need to issue a refund or collect payment from your customer.

Before you edit an order, review the considerations for editing orders.

Add products to an order

If you add products to an order, then you can email an invoice to your customer with a link to the checkout page, or you can accept payment for the order.

To add a product variant that already exists in the order, you need to increase the item quantity of the existing variant instead of adding a product variant.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to edit.

  3. Click Edit.

  4. To add a product to your order, complete the following steps:

    1. In the Add product section, enter the name of the product that you want to add to the order, or click Browse to view a list of your store's products and collections.
    2. Search for the product that you want to add to the order, and then select the product.
    3. Click Done.
  5. To create and add a custom item to your order, complete the following steps:

    1. Click Add custom item.
    2. In the Add custom item dialog, enter the item name, price, and quantity.
    3. Optional: If an item is taxable, then select Item is taxable.
    4. Optional: If an item is a physical product, then select Item is a physical product.
    5. Click Add item.
  6. Optional: In the Reason for edit section, enter a note about the order edit. This note isn’t displayed to your customer.

  7. After you finish editing the order, review and update the order.

Remove items from an order

You can remove items from your order. If you want to swap items, then you need to remove the unwanted item and add a new item.

When you remove items from an order, your order total is updated to reflect this change and the order displays whether you need to issue a refund.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to edit.

  3. Click Edit.

  4. Under the item that you want to remove, click Remove item.

  5. Optional: If you don’t want restock the item that you remove, then deselect Restock item. Items that you remove are automatically restocked to their original location.

  6. Optional: In the Reason for edit section, enter a note about the order edit. This note isn’t displayed to your customer.

  7. After you finish editing the order, review and update the order.

Adjust item quantities in an order

You can increase or decrease item quantity in your order. If you increase item quantity in your order, then you can email an invoice to your customer with a link to the checkout page, or you can accept payment for the order.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the order that you want to edit.

  3. Click Edit.

  4. Under the item that you want to edit, click Adjust quantity.

  5. Enter a new item quantity.

  6. Click Done.

  7. Optional: If you reduced the quantity, and you don’t want to restock the item that you remove, then deselect Restock item. Items that you remove are automatically restocked to their original location.

  8. Optional: In the Reason for edit section, enter a note about the order edit. This note isn’t displayed to your customer.

  9. After you finish editing the order, review and update the order.

Reviewing and updating an edited order

After you edit an order, you need to review the updated order total and verify that it's accurate. Depending on the edits you make, the total cost of the order might increase or decrease from what your customer paid at checkout.

Review the following table to learn more about the flow of funds when editing orders and what actions you need to take in specific situations.

Flow of funds when editing orders
SituationExampleAction
The total order decreases and you owe the customer money. The order summary displays that there is an amount to refund.You remove an item or decrease an item quantity in an order.You need to issue a refund to your customer. The refund isn't complete when you edit an order and send your customer a notification. You need to refund your customer after you update the order.
The order total increases and the customer owes you money. The order summary displays that there is an amount to collect.You add a new product, increase an item quantity, or add a custom shipping fee.You need to collect payment by sending an invoice to your customer with a link to the checkout page, or you can accept payment for the order.
The order total doesn't change.You add a custom item that has a 0 price. No action is required. You can choose whether you want to send a notification about the edit to your customer.

After you edit an order, you can customize the order edit invoice or notification that's sent to your customer by editing the template.

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