Introduction

Clicking on an order ID will take you to the Shipment Screen where you can view and edit order information. This screen is divided into three sections; Actions, Order Details, and Merchant Comments. 

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Actions

This section allow you to do things like edit the order information, print packing slips, and even resend a receipt to the customer.

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Edit Customer

Introduction

Clicking on the Edit Customer Button will take you to The Edit Customer. 

This screen has Seven tabs: Billing, Shipping, Items, Gift, Tax, Coupons and Other. Edit Customer will also start with a display of the customer billing information.

Billing Tab

The Customers personal information, the payment date and method, credit card information and merchant notes can all be edited here. 

IF you need to charge the customer's credit card for the difference between the original order and the modified order, click the "terminal" button.
See Virtual Terminal Button

Click the "Save" button when finished. 

Shipping Tab

On the Shipping screen you can edit the customers shipping details.

The shipping method, handling charges, tracking number and shipping date can all be changed if needed.

Space is also provided for special instructions.

Once you have completed the editing, Shipping Costs can be recalculated by clicking by either clicking the "Rate" or "@cost" buttons.

• "Rate" button will recalculate the shipping/handling based on your shipping method configuration. 

• "@cost" button will recalculate the shipping cost, excluding any handling fee's you have configured on the shipping methods.

Click the calculated shipping method rate to which you wish to update the order. (Alternatively, you can also hand edit the "Shipping/Handling Total" field directly.)

Items Tab

This will list all items of the order. Merchants can modify all item details as well as delete or add individual items from the order. This page is broken up into two section, Items currently on the order and a section to add new items.

Modifying an item is very straightforward. Once you have made your changes, click on the "Save" button. 
(Re-calculation of subtotal/totals for the order will automatically occur, based on the changes to the items and item quantities. )

To update the shipping/handing after editing the items, click the checkbox "Update/Shipping/Handling" then click the "Recalculate" button:

Editing Items

Each item ordered will be separated by a dividing line. The "Options" section (below the Description box) is auto-expandable. Once you complete one entry and click on the "Recalculate" button at the top of the screen, another empty line will be generated for your next option.

Adding New Items

Below the last item listed in this screen, is a section for adding additional item(s) into the order.

Enter the Item ID and Quantity into the two fields provided and click on the "Add" or " Add and Continue Editing" buttons to top. The newly added item will appear is the list with the others. 

Gift Tab

At the Gift Tab you can edit the gift charge, wrapping paper title, wrapping paper cost and gift message. Click on the "Save" button when finished. 

Tax Tab

At the Tax tab you can set/change the County and the Tax Rate. Click the "Save" button when finished. </