Modify an Order

Overview

You can update an order’s customer information, products, prices, quantities, and delivery or pickup details. After making changes that affect the order balance, process any payment or refund.

Find the Order

Before making changes, find and open the order. You can retrieve an order in any of these ways:

  1. Go to the event’s Contacts area, find a contact, and open their orders. See Exhibitor Contacts.
  2. Go to the event’s Exhibitors area, find an exhibitor, and open their orders. See Managing Exhibitors.
  3. Go to the event’s Orders area and use the search options to find the order. See Search for an Existing Order.

Remember: Make all order changes first, then process any payment or refund needed to bring the balance up to date.

Customer Info

You can edit the fields in the order’s Customer Info area, except for the contact and their email address.

Order Items

Use the order’s Order Items area to manage the products and services on the order. Changes to an item may affect the order balance.

Add More Products

Add available products to the order when the customer needs additional products or services. After updating the order, review its balance and process any payment or refund that is due.

Add a Custom Item

If an existing product does not meet the customer’s needs, an Admin user can add a custom item to the shopping cart before an order is created or to an existing order from the Order Summary area. Shoppers cannot add custom items themselves.

For example, you can add a cancellation fee as a custom item. Select your organization as the supplier, choose the applicable revenue type, leave the transaction type set to Cancellation Fee, enter the amount, and click Add Item.

Add an Instruction to a Product

Product instructions can be added when an order needs to include additional information for a product. The specific steps for adding an instruction are not included in the source content for this article.

Delete an Item

To remove an item, click the red X to the left of the product.

If removing the item changes the order balance, issue a partial refund as needed.

Change Price, Quantity, or Delivery/Pickup Information

Change the Price

You can override a product’s price on an individual order. This change applies only to that order and does not change the product’s price elsewhere.

  1. Edit the price.
  2. Click Update Order in the menu above the products.
  3. Process a payment or refund if needed.

Change the Quantity

To change the quantity of a product:

  1. Edit the quantity.
  2. Click Update Order in the menu above the products.
  3. Process a payment or refund if needed.

Change Delivery or Pickup Date and Time

Delivery and pickup date or time fields appear only when the product is configured to collect them.

  1. Edit the delivery or pickup date or time.
  2. Click Update Order in the menu above the products.

Order History

Order History records activity on the order. The first entry records the items, quantities, and prices when the order is created. Later entries record changes, payment processing details, and products that are modified or removed.

To view an order’s history:

  1. Open the order.
  2. Click History in the order’s left navigation menu.

Order History