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This documentation was modified on 8/6/2019, with Coupon Adjustments

Orders in a ‘Pending’ or ‘Processing’ state can be altered. You have the ability to alter just about every part of the order.

Navigate to: Store > Orders > View Orders

We recommend you always select the ‘View’ button first, verify that the order is in a ‘Pending’ or ‘Processing’ state that can still be altered and then once confirmed, select the ‘Edit’ tab to make your changes.

NOTE: Before selecting 'Submit Changes' for ANY of the scenarios below you must apply shipping quotes again.

CHANGE THE SHIP to /BILL to

  1. Type the new customer information in the provided fields

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  2. Select ‘Submit Changes’ at the bottom of the page

CHANGE THE PRICE OF AN ITEM

  1. Change the price of the item(s)

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  2. Select ‘Submit Changes’ at the bottom of the page

CHANGE THE QUANTITY OF AN ITEM

  1. Change the number in the 'Qty' field to the left of the item(s)

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  2. Select ‘Submit Changes’ at the bottom of the page

REMOVE AN ITEM FROM THE ORDER

  1. Click the red 'x' to the left of the item(s)

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  2. Select ‘Submit Changes’ at the bottom of the page

ADD AN ITEM TO THE ORDER

  1. Click the 'Add Product' button.
  2. Input the ISBN, and click 'Search'. - Search can be a keyword, title, author, etc.
  3. Select the appropriate item from the search results and click the 'Select' button.
  4. The title will then appear in a box above the other order items, with a 'Qty' field. Enter the appropriate quantity and select ‘Add to Order’.

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  5. Select ‘Submit Changes’ at the bottom of the page

CHANGE THE PAYMENT METHOD

‘Credit Card to ‘Pay At Store’

  1. Select ‘Pay At Store’

    1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00) 
  2. Select ‘Submit Changes’

‘Pay At Store’ to Credit Card’

  1. Select ‘Credit Card’ 
  2. Select ‘Submit Changes’
  3. Select the ‘View’ tab
  4. Select ‘Re-Authorize CC’
  5. Confirm ‘Charge Amount’
  6. Enter CC information (If the customer had previously stored a credit card on file, you will have the option of using the saved credit card under 'Customer Payment Profiles'. If the customer had no credit card on file, you will need to enter complete credit card details. This information should be provided by your customer. They can either provide it to you to enter, or they can add it to their account. Additional information on doing so can be found by reviewing: ‘Re-Authorizing A Credit Card’)
  7. Select ‘Authorize Only’

Once the authorization is obtained you may then process the order as needed.

UPDATE SHIPPING AND TAX

Any time one of the above changes is made to an order, you need to update the shipping quote and tax will be re-calculated.

  1. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  2. Click 'Apply to Order' to update it.
  3. Select 'Submit changes' at the very bottom of the order to save the changes you have made.

CHANGE THE SHIPPING COST

  1. Type the new shipping cost in the provided field
  2. Select ‘Submit Changes’ at the bottom of the page

Once the edits have been completed you may return to the ‘View’ of the order and process it as needed.

ADD/ADJUST A COUPON

Add A Coupon

  1. Fill the ‘Coupon Code’ field with the preferred coupon code (haven’t created the coupon code yet? See instructions here Discount Coupons)
  2. Select ‘Apply Coupon to order’  - you should see a green confirmation message at the top of the screen that a discount has been applied.
  3. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  4. Select ‘Submit Changes’

Adjust An Order With A Coupon Already Applied

If you are adjusting an order, for instance, adding additional titles to the order that already has a coupon applied, you should remove the coupon line, add the items, then apply the coupon again.

  1. Click the red ‘x’ to the left of the Coupon line item - the line should be removed entirely
  2. Click the red ‘x’ to the left of Shipping quotes - the line should be removed entirely
  3. Add your new items (see the instructions above under ‘Add An Item To The Order’)
  4. Fill the ‘Coupon Code’ field with the preferred coupon code (haven’t created the coupon code yet? See instructions here Discount Coupons)
  5. Select ‘Apply Coupon to order’  - you should see a green confirmation message at the top of the screen that a discount has been applied.
  6. Click ‘Get Shipping Quotes’ button below the order total and choose the radio button for the correct shipping method, (You must take this step even when the shipping cost is $0.00)
  7. Select ‘Submit Changes’
     

WHAT HAPPENS NOW THAT THE ORDER TOTAL IS DIFFERENT?

If the order is for the same or lesser amount than the original total, no further action is needed. If the customer is paying by credit card, they would automatically be charged the lesser amount once the order is marked ‘complete’.

If the new order total is more than the original total and the customer is paying by credit card, a new authorization is required (see ‘Re-Authorizing A Credit Card’ for instructions) The order can be marked as 'Payment Received' only after the new authorization is obtained.

NOTES:

  • Though we provide you with the means to re-authorize the customer's credit card for a higher amount, it is assumed that you are only doing so with the customer's knowledge/permission.
  • For orders with a Paypal payment method, the higher amount should be taken care of through the Paypal interface.

 

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