Editing an Order

Edit an order after it is placed by updating its addresses, customer or account, billing information, and line items.

• Shipping and billing addresses - Update delivery and billing details on specific orders.
• Customer or account - Change the associated customer or account.
• Invoices and payments - Adjust billing information and payment records.
• Items and prices - Edit line items and their pricing.

Editing the Items on an Order

Zoey allows store administrators to add, edit, cancel, or remove items from an existing order. You can make changes to a single order in the Admin or use CSV, Data Mapper, and API tools for bulk or automated workflows.

Methods to edit an Order in Zoey

Editing Order Items

Order Item Edit allows you to make several changes to products on an existing order:

• Change an item's ordered quantity.
• Set a new unit price.
• Add products to the order.
• Remove unprocessed item or quantity.
• Edit multiple items before saving.
• Recalculate tax, discount, and shipping amount.

When changing the Ordered Qty, enter the new total quantity for the item. Increasing the quantity adds units to the order. Decreasing it removes the difference and returns those units to stock.

An item's quantity cannot be reduced below the amount already invoiced or shipped.

To change a price, select Set Price beside the item and enter the new unit price. If Set Price is not selected, changing the quantity preserves the item's existing price.

To add another product to the order, select Add Item, search by product name or SKU, then configure its quantity, price, customizations, and other options.

Before saving, you can control how Zoey processes the edit by choosing whether to notify the customer, skip the stock availability check, and recalculate the order's subtotal, tax, shipping, and discounts.

Edit Order Items in the Admin

1. Open up the Order in the Zoey Admin.

2. Scroll down to the Items Ordered section.

3. Select Edit Items to change products, prices, and quantities on the order.

   

4. Make the necessary item changes and configure the edit options detailed below.

5. Enter a Reason for Edit and review the available options.

   

6. Select Save Edit.

The editor displays each item's ordered quantity, committed quantity, invoiced quantity, shipped quantity, and available stock. These values help identify how much of an item can still be changed.

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Edit an Item Quantity

Enter the item's new quantity in Ordered Qty to change how many units are allocated to the order.

The current Available Stock for an item is shown when editing to make it clear how this edit impacts product inventory.

Enable Skip Stock Availability Check to backorder the item, including when the edit would result in negative available stock.

• Increasing the quantity adds units to the order; decreasing it removes units from the order.

For example, changing the ordered quantity from 10 to 6 removes four units from the order and returns them to Available Stock.

Add a Product

1. Select Add Item.

   

2. Search by product name or SKU.

3. Select the product and any required variation or customization options.

4. Enter the quantity.

5. Optionally set a custom price.

6. Add the product to the order.

Cancel or Remove an Item

Use the remove action beside an item to remove it entirely from the order. You can also cancel item quantities to keep them on the order.

You can remove part of an item's quantity by reducing its Ordered Qty.

Canceled quantities are deducted from the order's total item quantity and returned to stock.

Invoiced or shipped quantities cannot be canceled unless the related invoice or shipment is first voided.

See Canceling Items on an Order for additional cancellation rules, including bundled products and ShipStation requirements.

Order Edit Options

Reason for Edit

Enter a reason before saving the edit. Zoey records the reason and the items or totals that changed in the order history.

Notify Customer

Enable Notify Customer to send the customer an order update notification after the edit is saved.

Skip Stock Availability Check

Enable Skip Stock Availability Check to save quantities that exceed currently available inventory.

Recollect Totals

Choose which order totals Zoey should recalculate after the items are changed:

• Subtotal
• Tax
• Shipping
• Discount

Selected totals are recalculated when you save the edit.

Limitations

• Complete, canceled, closed, on-hold, and payment-review orders cannot be edited.
• Invoiced or shipped quantities cannot be reduced.
• The final remaining item cannot be removed if it would leave the order without any items.
• Bundled products, gift cards, downloadable products, and products with file customizations cannot be added through the editor.
• Increasing an authorized order total may require additional payment authorization. See Credit Card Authorization.
• External systems may need to be updated separately.

Other Order Editing Methods

Use Order Editing through CSV Import to update up to 50 orders in one file or access advanced options not available in the Admin.

Use Data Mapper Integrations to automate an Order Edit CSV workflow through a supported connection.

Use the Zoey API to build custom add, edit, remove, version-history, and rollback workflows.