Edit an order
You can only edit orders as long as they do not have a subscription attached to the order. As soon as you create a subscription for an order, it can no longer be edited.
How to edit an order?
- Login to your circuly operations backend.
- Go to the orders tab.
- Open the order that you would like to edit and click on the three dots at the top right. Select Edit Order.
Note: This action will create a draft copy-order with all order items, customer and payment information. You can then edit the order and convert it to a real order that is also sent to your shop system.
1. Option to add order items
To get started with adding new order items to the existing order, click on the Add button.
In the Add order item window > Edit the information you want > Once you're done click on the SUBMIT CHANGES button. The price will be automatically updated as soon as have you have selected the product variant.
2. Option to delete order items
To get started with deleting order items to the existing order, click on the delete (red cross) button. This will remove the order item from your order. Please note that this action will not automatically trigger a refund. Make sure to manually refund the item amount via the refund action afterwards.
3. Option to edit order items
There are two locations in which you can edit order items - please select the suitable function for your individual use case:
1. To get started with editing order items in your existing order, click on the EDIT button. Now you can edit the item information as needed. Make sure to confirm by clicking on the EDIT button once you are done.
2. For editing the order item directly in the product list, learn more here. This makes sense, if you don't want to create a new draft order but only edit an order item before starting a subscription.
4. Option to edit order address details
In case your customer may also want to get the order information delivered to a different email address or the order items to a different address, you can adapt the information before saving the order changes.
5. Option to send out updated order as a an order including a checkout link to fulfill
What if I want involve my customer as little as possible into the order update?
The toggle is deactivated per default since most likely you will not want to or not need to send an updated order offer to your customer for confirmation. In this case, you can keep the toggle deactivated as is and your customer will not have to do anything. The customer will automatically receive an updated order confirmation and the payment method from the original order will be taken over to the new order.
What if I need an active approval for the updated order?
Enabling the toggle send order as quote to customer gives you the possibility to send out your adapted order to your customer again with a prefilled checkout link. The order will then get into a draft order status and once the checkout has be finalized by your customer, the draft order will be converted into a real order. Hence in this case your customer will need validate their personal details and enter their payment details again. Also note that the previously used payment data will NOT be taken over.
CONFIRM UPDATED ORDER: Once you have done all the changes, make sure to click on CREATE ORDER to confirm the changes. This will create the new order which you can then fulfill as normal.
Next steps
Cancelling and refund the original order
Important: You must cancel (and refund) the old order manually with a suitable message so that your customer understands why he / she is charged (again).
Please open the order > click on the three dots at the top right > select cancel order to do so and select the checkbox "full refund". If you only want to partially refund an order, please learn more about refunding an order here.
Charging the initial payment of the updated order
Once the updated order is created, you have to charge the initial payment manually.
To charge the initial payment open up the updated order > click on the three dots at the top right > select Charge Initial Payment.
When charging the initial payment, you can add a custom message to explain why your customer is charged. Make sure to click on charge xx,xx so that the payment will be initiated through your payment service provider. The customer will then also automatically receive an invoice.
How to identify edited orders?
You can identify edited orders easily since they marked as Origin: Clone. You can always find the original order by copy / pasting the parent ID in the order search (for example if you want to cancel and refund the original order).
You will also find this information in the order list:
