OrderEditing: Documentation. This page is ready

OrderEditing: Documentation

Learn more about OrderEditing

Introduction

OrderEditing + 3PLs

OrderEditing can work with your existing 3PL, warehouse, or any other app.

Shopify Flow

When your Shopify store switches from automatic payment capture to manual payment capture, you can introduce a delay between a customer's order being created and synced with your warehouses. Customers large and small use this strategy to enable customers to edit their orders regardless of their fulfillments strategy. Shopify will automatically capture payments an hour later from customers to ensure all of their order edits are paid for before syncing with your other apps.

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Introduction

OrderEditing offers a robust solution for retailers wanting to provide customers the flexibility to modify their orders after placement. For consistent and accurate order processing and inventory management, especially with Third-Party Logistics (3PL) providers like Shippit, it's essential to have the right configurations in place.

Shopify's Payment Capture: Automatic vs. Manual

Shopify provides two modes for payment capture:

  • Automatic Mode: Payments are instantly captured at the time of order.

  • Manual Mode: Payments are not immediately captured during order placement. Instead, they're authorized and can be captured later, either manually or through an automated process.

Switching to manual mode, combined with a Shopify Flow, provides a window for customers to edit their orders while ensuring accuracy in order processing.

Setting Up Manual Payment Capture and the Shopify Flow

1. Switch to Manual Payment Capture

  • Go to your Shopify admin dashboard.
  • Navigate to Settings > Payment Providers.
  • In the Payment Authorization section, select the Manually capture payment for orders option.
  • Save your changes.

2. Implement the Shopify Flow

  • Use the Shopify Flow app to establish an automated process.

  • Set up a flow that captures payments an hour after order creation.

    Flow Setup:

    • Navigate to Shopify Flow.
    • Create a new flow with the trigger set to Order Created.
    • Add a delay action for 1 hour.
    • Append an action to Capture Payment.
    • Save and activate the flow.

Understanding Payment Capture with Different Methods

Shopify ensures secure payment capture across all platforms:

  • Shopify Pay: It's a quick checkout method. When a customer pays using Shopify Pay, their payment is authorized, and the amount is reserved. In manual mode, the actual charge happens when the payment is captured through the flow.

  • Credit Cards: Authorization happens instantly during checkout. The card gets charged when the payment is captured.

  • PayPal: When a customer checks out using PayPal, funds are reserved from their account. The transfer to your account occurs during the payment capture phase.

Configuring 3PL Settings

After switching to manual payment capture and setting up the Shopify Flow, go to your 3PL settings. There will be an option to sync orders only after payment has been captured. Ensure this setting is enabled.

Conclusion

By integrating OrderEditing with Shopify and 3PLs using the configurations above, you can offer customers a seamless editing experience. You also ensure that orders are processed efficiently and accurately by logistics providers.

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Self-service customer order edits.

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One-click payments for customers adding new products.