Editing an Order

Sometimes customers make mistakes or request changes after the fact. You now have a quick and easy way to keep your order up to date!

Contents

• Adding New Order Line Items to Storefront Orders
• Adding New Order Line Items to Proposal Orders
• Editing Existing Order Line Items
• Editing Products with Quantity Discounts
• Editing Custom Line Items from Proposals
• Artwork Editing Options

The Order Detail view gives you a closer look into a particular order. Within this view you have the ability to quickly edit an order including size change, additional garment colors and more.

NOTE:When using the Production section from the Jobs add-on solution, a product line item will be locked on the order once it is assigned to a job - you will no longer have access to edit that product.

Adding New Order Line Items to Storefront Orders

To add a new line item to an existing Storefront order, you simply need to find the "Add Product" Button beneath the last line item on the order. It looks a little something like this:

Clicking that will bring up the product catalogue for the store this order originated from. If you wish, you can remove that filter if you would like to browse your entire catalogue for products assigned to different stores.

Clicking the 'X' on this filter will show you all the products in your catalogue, not just the ones from the originating store.

From here, you can select a product, adjust the quantities or any personalizations you may have, and then add it as a line item to your order! Once it's added, the order will be in "Edit Mode", and you will need to click "Save Changes" in the top right to..... save your changes.

Once you click that, the Order Change Summary you see above will pop up, showing any monetary changes in the order total, as well as an option to forgive that change. Then, once you click "Update Order", you're done! Do note that the new product you've added to that order will also be added to the Purchasing section, and it will also generate a corresponding Production Card.

Adding New Order Line Items to Proposal Orders

For any orders that may have been generated from a Proposal, you have a few more options that align with what's available via Proposals:

Adding a Custom Line Item and adding a Reusable Service are identical workflows to adding these to your proposal, so if you need a refresher on those, you can find them over here!

Note that the option to add Custom Line Items and Reusable Services are only available to orders that originally came from Proposals, and you will not see these for orders that originated from an online Storefront!

Additionally, when you choose to add a product to an order that originated from a Proposal, you are given one extra option - the ability to decorate that product via the RPC.

If you choose to add a blank product, you will be met with the same workflow present in our Proposals:

If you need a refresher on how that works, you can find that here!

Editing Existing Order Line Items

• Click More Action Menu (3 Dots) on the top right of the product

You will have 3 options:

1. Edit Product

• Add product color
• Change product color
• Add additional quantities
• Add additional sizes
• Edit sizes
• Increase price
• Decrease price
• Add/edit personalization

NOTE:If the shopper purchased with a credit card it will automatically try to refund if the total amount decreases. If amount increases you have the ability to forgive the difference or add payment for the additional balance.

2. Add Another Color

• Add product color
• Change product color
• Add additional quantities
• Add additional sizes
• Edit sizes
• Increase price
• Decrease price
• Add/edit personalization

3. Remove Product (Remove/refund a product)

NOTE:You can only remove a product when there is more than 1 within the order. For orders with only one item on it, you will use the Cancel and Refund within the action menu.

Editing Products with Quantity Discounts

You can edit the quantities or pricing of a product that has a quantity discount applied. You will see the quantity discount applied below. 

When editing an order Quantity Discount tables will be recalculated. As the admin, you will be prompted to recalculate or keep the existing price as an override. 

Note: When editing a line item with a quantity discount applied, there should never be a warning dialog regarding a discount being removed. The discount will never be removed - it will just be re-adjusted depending on the percentage or dollar amount quantity discount used.

Editing Custom Line Items (From Proposals)

You can adjust any of the details that make up your custom line items.

• Change color name
• Add additional quantities
• Increase or decrease price
• Adjust weight

Artwork Editing Options

• Click More Action Menu (3 Dots) on the top right of the artwork
  
  You will have 3 or 4 options:

Download Art

This will render the print-ready artwork and download it to your computer. 

Edit Design

Choosing this option will place you back into the Product Creator to make artwork changes. 

In the design screen, you will be able to remove, upload, and edit artwork. All of the editing options you have in the Designer and RPC will be available. Once you save your changes, you will be presented with these two options: 

Keep existing price as an override:  This will not change the pricing/due date whatsoever. 

Recalculate print pricing:  Due to there being new artwork, the system will reprice the items. 

If you choose to change the pricing, you will return to the Order Details page in Edit Mode. Confirm the changes reflect what you want and be sure to save. 

Note: Recalculating the price could result in a change in the due date. This is because of the possibility of decoration methods being changed. I.e. vinyl printing has a 5 day turn around and DTG has a 3 day turn around. If the artwork changes and this occurs, the system will notify you. You will still need to communicate to the customer that this change has occurred. 

Remove

This option removes the artwork entirely from the order. 

Add to Another Product

This fourth option will only display in the event that the selected product has a customer's design on it that was created via the storefront Designer. Maybe the blank product your customer designed on is sold out, or maybe they would just like it on a different product. In that case, you can use "Add to Another Product" to take the customer's design and apply it to another blank.

Clicking on "Add to Another Product" will bring up the store's catalogue, for you to choose another blank to apply the design to. Once you proceed, you will enter the full Designer experience, with the customer's design applied to the default print region of the new blank.

From here, you can manipulate the design as you would normally on the storefront! Remember to click "Save Changes" in the top right to make sure the order is fully updated.