Add Line Items
You might want to add line items to an order to accommodate customer requests, such as adding additional products, upgrading items, or including promotional gifts. This is particularly useful in B2B transactions, where bulk orders may need adjustments, or in cases where a customer wants to bundle more items without placing a new order. To add line items, click ‘+ Add line item’ in the top section and select the variants to be added to the order.Remove Line Items
On the other hand, you might remove line items from an order to correct errors, accommodate customer requests for changes, or adjust for out-of-stock items. This is useful for handling partial cancellations, issuing partial refunds, or modifying B2B orders where quantities and product selections frequently change. To remove a line item, click ‘Show details’ to reveal the line items, click the pencil icon next to the line item to be removed, and then click ‘Delete’.Change Addresses
In some cases, you might need to change the shipping or billing address to correct customer input errors, accommodate last-minute address updates, or resolve payment discrepancies. This is useful when a customer moves, provides an incorrect address, or requests delivery to a different location, ensuring a smooth and accurate order fulfillment process. To change the shipping or billing address, click the three dots in the top right corner of the Customer section and edit the address accordingly.Change Fulfillment Location
As an admin, you might want to change the fulfillment location for a line item to optimize shipping times, manage inventory across multiple warehouses, or accommodate customer preferences. For example, this is useful when an item is out of stock at the original location but available elsewhere, ensuring faster delivery and better order fulfillment efficiency. To change the fulfillment location for a line item, click on the split arrow icon next to the line in the shipment section of the order, and select the optimal location from the dropdown.Change Shipping Methods
To meet customer requests, expedite delivery, or adjust for carrier availability, you may also want to change shipping methods for an order. Examples could be upgrading to faster shipping, accommodating address changes, or resolving issues like unexpected delays or cost adjustments. To change a shipping method, click the pencil icon next to the current shipping method.Add Payments
Adding a payment to an order is critical to ensure that the order remains balanced and properly accounted for, especially when modifications increase the total cost. This is crucial for cases like adding new items, upgrading shipping, or processing manual transactions in B2B sales, preventing discrepancies in financial records and order fulfillment. To add a payment to an order, there are 3 options to choose from:Create a New Payment
To manually add a payment , click on the ‘+ New Payment Method’ button. This will redirect you to a page where you can create a new payment for the order.- Amount - equals total order value by default
- Payment Method - a list of payment methods available on your store
- Payment Source - a list of the customer’s saved cards or accounts associated with the payment method