How to Modify Orders

Introduction

Orders in Brink Commerce can be modified after they are placed but before they are delivered. This is useful when customers want to replace an item, adjust quantities, or change their order. Modifications are allowed as long as the total order value does not exceed the original total value. This guide will show you how to modify orders in the Merchant Portal.

Steps to Modify an Order

1. Find the Order

• Navigate to the Orders section in the menu and select Orders again.
• Use the search field to locate the order you want to modify.
• Once found, click on the order to view its details.

2. Manage the Order

• In the order detail page, click the Actions button in the top right corner.
• Select Manage Order from the dropdown menu.

3. Open the Modify Order Lines Tab

• At the top of the page, select the Modify Order Lines tab.

Note: Modifications can only be made if the total order value does not exceed the original total order value.

4. View Order Lines

• You will see the order details, including a list of individual order lines. For each line, you can view:‍
  • Name of the product.‍
  • Quantity ordered.‍
  • Variant ID (e.g., size or color).‍
  • Discount applied.‍
  • Total Value of the order line.
• Each order line has two icons:‍
  • Modify (gear icon) to adjust the order line.‍
  • Delete (trash can icon) to remove the order line.

Modifying Order Lines

There are three ways to modify an order line: Modify, Delete, and Add.

5. Delete an Order Line

• Click the trash can icon on the order line you want to delete.
• A new order draft will be created, and the order line will be marked as to be deleted once the draft is finalized.

6. Modify an Order Line

• Click the gear icon on the order line you want to update.
• The Update Order Line pane will appear, where you can:
• Change the quantity (e.g., from 3 to 2).
• Select a different product variant (e.g., large instead of medium).
• Add or remove a discount.
• When done, click Update Order Line in the top right corner. The updated order line will appear in the draft and be marked as to be updated when finalized.

7. Add a New Order Line

• Click the + icon below the order lines. The Add Order Line pane will appear.
• Search for the product you want to add and click the Add button next to it.

• Define the details for the new order line:
  • Select the product variant (e.g., size or color).
  • Set the quantity.
  • Optionally, add a discount as a fixed amount.
  • Click Add Order Line in the top right corner. The new order line will appear in the draft and be marked as to be added when finalized.

Note: The total order value cannot exceed the original total order value.

Finalizing the Modifications

8. Add a Reason for Modification (Optional)

• If your process requires it, add a reason for the modification in the designated field. Refer to your internal processes for applicable reasons and codes.

9. Click Next

• Once all modifications are complete, click the Next button below the draft to proceed.

10. Review Modifications

• A final overview will appear, summarizing the changes to be made. If further adjustments are needed, click Back to Draft.

11. Select Payment Handling

• Choose how the payment should be handled for the modification:
  • ‍Auto: Brink Commerce will handle the necessary actions to complete the process.‍
  • Manual: Select this if the action has already been performed in another system. The action will be stored as manually completed.‍
  • Skip: This option skips all actions, and the modification will only be stored.
• Click Confirm Modification to finalize the changes.

12. Monitor Progress

• A new page will appear, showing the progress of the modification (e.g., updates to the payment service provider).

Post-Modification Actions

13. Return to the Order Management Page‍

• After confirming the modifications, you will return to the Modify Order Lines page.
• When the payment status is updated (depending on your selected handling option), click Back to Order in the top left corner.

14. View the Modification History

• On the order page, you can view the Modification History to see the details of the changes made.

15. Check Updated Order Lines

• Select the Order Lines tab to see the updated order lines reflecting the modifications.
• Select the Updates tab to see a list of the modifications made.

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