Comparing your Shopify order editing options

How to edit your orders: Cleverific vs. Shopify native editing

Depending on your business needs, you might use Shopify's native editing or require Cleverific's more robust features for complex workflows. This comparison covers five main categories:

• Modifying line items
• Changing customer and order information
• Editing taxes
• Issuing refunds
• Adding discounts

Shopify Native Editing

Shopify's native order editing allows merchants to remove or add items to orders while the backend handles the order total, taxes, inventory and customer notifications.

Cleverific Order Editor

Cleverific offers two editing modes:

• Quick Mode: All edits are saved on the original order
• Advanced Mode: A "save-as" is performed, which cancels the original order and applies payment to an edited version

Feature Comparison

Modifying Line Items

Where Order Editor pulls ahead is Advanced Mode's ability to edit existing line item properties.

Advanced Mode capabilities:

• Add/remove line items
• Add/remove custom items
• Adjust line item quantity
• Exchange variants inline
• Add/remove/modify product options
• Add/edit/remove product weight
• Modify line item price
• Change order of line items
• Cancel item fulfillment on an order

Shopify supports basic operations: add/remove products and adjust quantities.

Changing Customer and Order Information

Shopify doesn't provide the option for changing customer accounts or billing addresses on an order.

Quick Mode capabilities:

• Change customer email
• Change shipping address
• Change billing address
• Switch customer
• Change order date
• Change order name

Advanced Mode additions:

• Modify shipping rates
• Add pricing rules to an order

Shopify-only features:

• Change customer phone number
• Update order tags

Editing Taxes

Advanced Mode can make tax edits on line items, and treat a customer as tax-exempt even if the order has already been placed.

Advanced Mode features:

• Set up default tax charges
• Modify taxes for line items
• Mark customer tax exempt on order

Shopify does not allow tax edits through the order editing interface.

Issuing Refunds

Both Shopify and Order Editor let you execute a refund, but the processes are different for each tool.

Shopify will let you perform multiple refunds on an order. Both Quick Mode and Advanced Mode can refund the customer on your first edit, but you will need to do a manual refund on any following edits.

Features (both modes):

• Initial edits are refunded automatically
• Customize the amount to refund
• Remove an item from the order

Adding Discounts

Shopify allows you to change line item prices when you create a draft order to send to your customer.

Quick Mode & Advanced Mode features:

• Discount a newly added item
• Increase existing line item price
• Decrease existing line item price
• Discount existing line item by percentage
• Discount existing line item by dollar amount

Advanced Mode exclusive:

• Add cart discounts on order

Order Editor's Standout Features

• Let customers make changes without contacting support via Customer Portal
• Add groups of saved products to orders with a button
• Automatically refund your customer after the first edit
• Save unique invoice messages for Payment Requests
• View each customer's Average Order Value (AOV), Order History, and Total Spend on the order
• Get the full product SKUs you expect in your search results

Final Verdict

While Shopify offers user-friendly order editing for new entrepreneurs, experienced ecommerce owners need more customization and complexity. Manage intricate order edits, custom discounts, and advanced promotions not possible on Shopify alone.