Updating an order

Updating Shopify POS orders lets you make changes to order details after they've been created. You can use the Shopify POS app to add notes, update or remove customer information, and manage orders as needed.

Use this guide to learn what can be updated on an order and how to make those changes.

Add a note to an order

Order notes display on an order's details screen, and they're useful for attaching additional information about an order. You can attach a note to an order for the following reasons:

• You’ve refunded or canceled the order.
• You’ve done an exchange for all or part of the order.
• Your customer has some additional requirements that you want to record.

1. From Shopify POS, tap the icon.

2. Tap an order to view its details screen, and then tap Add note.

3. Enter your note and then tap Save.

The note displays on the order details screen. You can edit the note by tapping Edit beside ORDER NOTES.

Add, delete, or change the customer for an order

You can adjust the customer information on a Shopify POS order.

To change the customer on an order, you need to delete the current customer and then add the correct customer.

You can also edit information about the customer by tapping the customer's name.

Steps:

1. From Shopify POS, tap the icon.

2. Tap an order to view its details screen.

3. Adjust the order as needed by doing any of the following:

   • Add an existing customer: First, delete any existing customer on the order. Then tap Add customer, search for the customer you want to add, and then select them from the results.
   • Add a new customer: First, delete any existing customer on the order. Then tap Add new customer, enter the customer's contact information, and then tap Add customer.
   • Delete a customer: Swipe left on the customer's name, and then tap Remove.
   • Edit a customer: Tap the customer's name, edit their details, and then tap Save.

Cancel an order

If an order can be canceled, then the cancel order button displays for up to 15 minutes after the order is placed. After 15 minutes, the transaction processes and captures funds. Only orders in an Authorized state can be canceled. Transaction fees don't apply to canceled orders.

The following restrictions apply to canceling orders:

• Canceling orders isn't available in Germany or Italy
• Split payment orders can't be canceled
• Orders that use the following payment methods can't be canceled:
  • Gift cards
  • Cash
  • Interac
  • EFTPOS
  • Manual credit payment

Steps:

1. You can cancel an order on Shopify POS using the following methods:

• From the checkout, tap Cancel order.
• From the home screen, tap the icon, tap the order you want to cancel, and then tap Cancel.

2. Optional: If you don't want to return an item to your inventory, then tap Restock all items at this location, and then tap Don't restock.
3. Tap Next.
4. Select a reason for canceling the order.
5. Tap Confirm and process. If you have manager approval activated and aren't the manager, then the manager must enter a PIN, and then tap the arrow button to confirm the cancellation.
6. Tap Done.