Editing Orders

Edit orders to correct customer information, update shipping addresses, modify product quantities, or change shipping methods. Orders can only be edited when they are in specific statuses that allow modifications.

Quick Access

Find the Edit option in the Orders list (orders.php) by clicking the three-dot menu (⋮) on any order row. The option only appears for orders in editable statuses.

Why Edit Orders?

Fix Customer Information

Correct typos in customer names, update email addresses, or fix phone numbers before orders are processed.

Update Shipping Addresses

Change delivery addresses when customers request updates or when addresses are incomplete or incorrect.

Modify Product Quantities

Adjust quantities, add or remove items, or update SKUs when order details change before processing begins.

Change Shipping Methods

Update shipping methods or carriers when customers request different delivery options or when methods are unavailable.

When Can Orders Be Edited?

Orders can only be edited when they are in specific statuses. The Edit option appears in the actions menu (three-dot menu) for orders in these statuses:

• Backorder
• Pending
• Pending to Processing
• Pending to Dropshipper
• Dropship Error
• Low Balance
• Hold
• Drop Shipped
• Pending to Warehouse
• Currently Being Edited

Order Status Restrictions

Orders cannot be edited if they are:

• Already shipped
• In Processing
• Currently being processed by another user

If you try to edit an order that cannot be edited, you will see a message: “The Shipping# [OrderID] can’t be edit. please check the order status.”

How to Edit an Order

1. Navigate to Orders List

   Go to Orders from the main menu or access orders.php directly. The orders list displays all your orders in a table.

2. Find the Order to Edit

   Use the search bar or filters to locate the specific order you want to edit. You can search by Order ID, Order Number, Reference Number, or Customer Name.

3. Click the Actions Menu

   Click the three-dot menu (⋮) on the order row. Look for the Edit option, which only appears for orders in editable statuses. Click Edit to open the order editing form.

4. Edit Order Details

   The editing form opens with the same interface used for creating orders. All order information is pre-filled with current values. The form includes these sections:

   • Customer Information: Shipping and billing addresses
   • Order Details: Order number, reference, dates
   • Products: Product list with quantities and prices
   • Shipping Information: Carrier, method, and shipping options
   • Totals: Order totals and additional charges

5. Update Customer Information

   In the Customer Information section, edit:

   • Customer First Name and Last Name
   • Email Address
   • Phone Numbers
   • Shipping Address (Address 1, Address 2, City, State, ZIP, Country)
   • Billing Address (switch to Billing tab if different from shipping)
   • Use the Address Book button to quickly select a saved customer address

6. Modify Products

   In the Products section:

   • Change product quantities directly in the QTY column
   • Click Add products to add new items
   • Click the remove icon (x) to delete items
   • Update SKUs by removing and re-adding products
   • Click Upload CSV products to bulk import changes

7. Change Shipping Method

   Click the shipping method area to open the shipping modal:

   • Select a new carrier from the dropdown
   • Choose a shipping method (updates based on carrier)
   • Click Get Rates to calculate shipping costs automatically
   • Update shipping options (insurance, signature, residential, etc.)

8. Review and Save

   Review all changes in the form. Click Save Order to save your edits and update the order. You’ll be redirected back to the orders list.

Editing Form Sections

The order editing form uses the same interface as order creation, with all fields pre-filled with current order data. The form is organized into these sections:

Customer Information Section

This section includes two tabs: Ship Information and Billing Information.

Ship Information (Required):

• First Name (required)
• Last Name
• Company
• Address 1
• Address 2
• City
• State/Province
• Zip/Postal Code
• Country
• Email
• Phone 1
• Phone 2

Billing Information (Optional):

• Same fields as shipping information
• Can be same as shipping address or different

Address Book

Click the Address Book button to quickly select a saved customer address. This fills in all customer fields automatically and reduces entry errors.

Order Details Section

Located in the right sidebar, this section shows:

• SALES ORDER header
• Order number field (required, pre-filled)
• Reference field (optional)
• Order date (auto-filled, disabled)
• Hold until date (optional, checkbox to enable)
• Ship by date (optional)
• Must arrive by date (optional)

Products Section

The products table shows all current order items:

• No.: Line item number
• SKU: Product SKU
• DESCRIPTION: Product description
• QTY: Quantity (required, must be greater than 0)
• UNIT PRICE: Price per unit
• SUB TOTAL: Line total (QTY × UNIT PRICE)
• ACTIONS: Edit or remove product

Modifying Products:

• Click Add products to search and add new items
• Click Upload CSV products to bulk import changes
• Change quantities directly in the QTY column
• Click the remove icon (×) to delete items

Shipping Information Modal

Click the shipping method area to open the shipping modal with all carrier and shipping options:

Carrier & Method:

• Select carrier from dropdown
• Select shipping method (updates based on carrier)
• Click Get Rates to calculate shipping costs automatically

Shipping Options:

• Insurance: Protect the order value
• Residential: Mark as residential or commercial delivery
• Signature Required: Require signature upon delivery
• Saturday Delivery: Available for UPS Air and FedEx Express only
• Bill Type: Bill recipient or collect with account number

Special Options:

• Include prepaid return label: Add a return label to the shipment
• COD amount: Cash on Delivery amount if applicable

Totals Section

The order totals area shows:

• SubTotal: Sum of all product line items
• Handling: Manual handling fee entry
• Shipping: Shipping cost (can be calculated or manual)
• Other amounts: Custom attributes added via “Add Attribute”
• Total: Final order total

Order Status During Editing

When you edit an order:

1. Status Changes: The order status automatically changes to (Currently Being Edited) to prevent other users from editing it simultaneously.

2. Original Status Saved: The system saves the original status so it can be restored if needed.

3. Status Restored: After you save changes, the order returns to its original status or moves to the next appropriate status based on your edits.

Concurrent Editing Protection

If an order is already being edited by another user, you will see a confirmation message asking if you want to continue editing. Only the user who started editing can continue editing that order.

What Happens After Editing

After you save your edits:

1. Order Updated: All changes are saved to the order record
2. Status Restored: Order returns to its original status (unless edits trigger a status change)
3. History Recorded: The system records that the order was edited
4. Redirect: You are redirected back to the orders list

Special Editing Scenarios

Editing Orders

If an order is already being edited and you are the user who started editing it, you can click Edit again to continue editing and finish your changes. You’ll see a confirmation message asking if you want to continue editing.

💡 Best Practices

Check Order Status First

Verify the order status before attempting to edit. Only orders in specific statuses can be modified.

Complete Edits Quickly

Finish editing promptly to return the order to its normal workflow. Orders in Status 64 are locked from other operations.

Verify Customer Information

Double-check customer names, addresses, and contact information before saving changes to avoid shipping errors.

Review Product Changes

Confirm all product quantities and SKUs are correct. Incorrect product information can cause fulfillment issues.

Update Shipping Method Early

Change shipping methods before orders enter processing to avoid delays or additional costs.

Save Work Progress

If editing complex orders, save your progress frequently. Use the form’s navigation links to move between sections.

Troubleshooting

Edit Button Not Visible

Problem: The Edit button doesn’t appear for an order.

Solution:

• Check the order status. Only orders in statuses 3, 5, 7, 17, 19, 49, 50, 63, or 64 can be edited.
• Verify you have edit permissions for orders.
• Check if the order is an FBA command (cannot be edited).

Cannot Edit Order Message

Problem: You see “The Shipping# [OrderID] can’t be edit. please check the order status.”

Solution:

• The order is in a status that doesn’t allow editing (e.g., Shipped, Processing).
• Check the order status and wait for it to reach an editable status.
• Contact support if you believe the order should be editable.

Order Already Being Edited

Problem: Order shows that you cannot edit it.

Solution:

• Another user may be editing the order. Wait for them to finish.
• If you started editing, click Edit again and confirm you want to continue editing.
• Check with your team to see who is currently editing the order.

Changes Not Saving

Problem: After clicking Save Order, changes don’t appear.

Solution:

• Verify you completed all required fields (customer information, at least one product, shipping method).
• Check for validation errors in the form (red error messages).
• Ensure you clicked Save Order button.
• Check that product quantities are greater than 0.
• Verify the order number is unique.
• Refresh the page and check the order again.

Related Documentation

• Orders Overview - Learn how to view and search orders
• Creating Orders - Create new orders manually
• Order Status & Workflow - Understand order statuses and transitions
• Managing Orders - Bulk actions and order management

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Next Steps: After editing orders, learn about Order Status & Workflow to understand how order statuses change throughout the fulfillment process.