Start-finish onboard guide
This section walks you through everything you need to launch Order Editing for your customers. Follow the steps in order to ensure proper setup, test thoroughly, and go live with confidence.
What you'll accomplish:
Configure editing deadlines and business rules
Enable customer-facing features
Install Order Editing on your checkout pages
Integrate with your fulfillment system (if applicable)
Set up upselling strategies to increase revenue
Test the complete customer experience
Time required: 20-45 minutes depending on your setup complexity.
Your Onboarding Checklist
Complete these steps in order:
☐ Step 1: Settings Configuration
Set your editing deadline, fulfillment rules, inventory management, and integration settings.
☐ Step 2: Configure any fulfilment rules
Same-day shipping rules, country specific editing and much more
Important: For testing, we recommend creating a rule where only staff can edit orders
☐ Step 3: App Blocks Setup
Enable the customer-facing features you want to offer: upsells, product changes, address editing, and more.
☐ Step 4: Checkout Installation
Add Order Editing blocks to your Thank You and Order Status pages so customers can access editing features. Important note: Duplicate your curent checkout and publish new one when ready to test
☐ Step 5: Upselling Strategies (Optional but recommended)
Set up post-purchase upsells to increase average order value and maximize revenue.
☐ Step 6: Fulfillment Integration (if applicable)
If you use a 3PL, WMS, or ERP, configure the integration to ensure edits sync before fulfillment.
☐ Step 7: Testing
Place test orders and verify everything works correctly before enabling for customers.
☐ Step 8: Go Live
Delete rule limiting editing to staff members and monitor your first orders closely. To optimise your store further, we recommend updating your Shopify email confirmation to let customers know they now have time to edit their orders.
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