Shopify Order Editing Modes Explained

What are Quick Mode and Advanced Mode?

Quick Mode and Advanced Mode are the two order editing modes in Edit Order. In Quick Mode, you can make simple edits directly on an order. Finish your edits, save, and your edits will be reflected on the original order without creating additional orders. Advanced Mode allows you to use the features and edits available in Quick Mode, plus additional Advanced Mode-only edits. However, in Advanced Mode, all edits will generate a separate order when saved.

Why does Edit Order have two different editing modes?

Shopify has platform limitations on certain order-editing functions, requiring a workaround for edits unavailable in Shopify. Using this workaround, Edit Order's Advanced Mode cancels the original order and enacting all edits on a "saved-as" order that overrides limitations on an edited order. Quick Mode isn't restricted by these limitations and allows edits to be saved on the same order.

Edit Order's user interface is designed for clarity and convenience. Keeping Quick Mode and Advanced Mode separate ensures that you never have to guess which edits create orders and which don't.

How do Quick Mode and Advanced Mode affect existing Edit Order users?

Existing users default to Advanced Mode, functioning identically to previous versions. The only thing that will change is if you want to access Quick Mode for small edits that don't require a "save-as," you can use the switch in the top right of the screen.

How do I know when to use each mode?

Selection depends on business needs and available editing features in each mode.

Quick Mode FAQs

What is Quick Mode?

Quick Mode is an editing mode in Edit Order in which you can make edits that save directly on the original order.

What edits can I make in Quick Mode?

• Adding discounts to existing line items
• Exchanging a product variant inline
• Add/remove/modify custom fields
• Add and remove items
• Change quantity
• Add custom items
• Update order notes
• Change contact email address
• Charge additional amount with payment requests

Why are less edits available in Quick Mode than in Advanced Mode?

Order editing in Quick Mode works within Shopify's order editing platform limitations. In contrast, order editing in Advanced Mode bypasses Shopify's order editing platform limitations with a "save-as" method that allows you to make edits unavailable in Shopify.

Will editing in Quick Mode perform a "save-as"?

No, editing in Quick Mode will not perform a "save-as" and generate a separate order.

How do I access Quick Mode?

First-time users default to Quick Mode automatically. Existing Advanced Mode users can toggle using the switch at the top right of the screen.

When should I use Quick Mode?

If you need to make a quick edit, like adding a discount to a previously added item, use Quick Mode. This way, your simple edit(s) won't generate "saved-as" orders.

What other features are included in Quick Mode?

• Make edits to orders between customer authorization and payment capture
• 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

What can I do in Quick Mode that I can't in Shopify?

Exclusive Quick Mode edits:

• Adding discounts to existing line items
• Exchanging a product variant inline
• Add/remove/modify custom fields

Exclusive Quick Mode features:

• Full product SKUs in search results
• Add saved product groups with buttons
• Automatic customer refunds after first edit
• Save unique invoice messages for Payment Requests
• View customer AOV, order history, total spend

Features requiring Advanced Mode:

• Modify line item pricing
• Modify line item properties/product options
• Modify/upgrade shipping
• Change shipping and billing address
• Add cart discounts
• Switch customer
• Add item with product options
• Edit orders after 180 days
• Add custom item with product options
• Cancel fulfillment of an item
• Treat customer as tax exempt
• Change order date
• Modify tax rates
• Change line item order
• Add pricing rules to an order

Will editing in Quick Mode affect my sales reporting?

No, editing in Quick Mode will not affect your reporting.

Advanced Mode FAQs

What is Advanced Mode?

Advanced Mode is an editing mode in Edit Order that supports a range of edits that can't be made in Shopify. However, when you edit in Advanced Mode and save, the original order will be canceled and a "saved-as" order will be generated.

Why does editing in Advanced Mode generate an additional "saved-as" order?

Shopify has platform limitations on certain order-editing functions, so we created Advanced Mode for edits that aren't currently possible in Shopify. Advanced Mode uses a workaround in which Edit Order cancels the original order and enacts edits on a "saved-as" order to override limitations on an edited order.

When should I use Advanced Mode?

If you want to make edits on your order that aren't possible using Shopify's native editing function or Edit Order's Quick Mode, you can use the switch in the top right corner of your screen.

What edits can I make in Advanced Mode?

Advanced Mode-exclusive edits:

• Modify line item pricing
• Modify line item properties/product options
• Modify/upgrade shipping
• Change shipping and billing address
• Add cart discounts
• Switch customer
• Add item with product options
• Edit orders after 60 days
• Add custom item with product options
• Cancel fulfillment of an item
• Treat customer as tax exempt
• Change order date
• Modify tax rates
• Change line item order
• Add pricing rules to an order

All Quick Mode edits are also available in Advanced Mode.

What other features are included in Advanced Mode?

• 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

What can I do in Advanced Mode that I can't in Shopify?

Edits:

• Add discounts to existing line items
• Modify line item pricing
• Exchange product variant inline
• Reorder line items
• Add/remove/modify custom fields
• Add item with product options
• Add custom item with product options
• Modify/upgrade shipping
• Modify product options
• Modify tax rates
• Cancel fulfillment of an item
• Change shipping and billing address
• Switch customer
• Treat customer as tax exempt
• Add cart discounts
• Change order date
• Add pricing rules to an order
• Edit orders after 60 days

Features:

• Full product SKUs in search results
• Add saved product groups
• Automatic customer refunds
• Save unique invoice messages
• View customer AOV, order history, total spend

How do I access Advanced Mode?

Existing users default to Advanced Mode. If you're a first-time Edit Order user, you'll be defaulted to Quick Mode. To access Advanced Mode while in Quick Mode, toggle between modes using the switch at the top right of the screen.

Will editing in Advanced Mode affect my sales reporting?

Yes, editing in Advanced Mode will affect your reporting. All saved edits in Advanced Mode require a "saved-as" order, and this order will be counted along with the original order that has been canceled.

Although according to Shopify, when you cancel an order, it should appear as a sale for that day and a return for the day that it was cancelled, reporting for your orders using Edit Order may still result in your sales numbers doubling.

For Shopify Advanced plan users and higher: You can remedy inaccurate numbers by filtering out canceled orders.

Summary

Faster, simpler, and more intuitive order editing. Quick Mode is just what it sounds like: a fast, easy way to edit orders efficiently and directly on one order. Advanced Mode provides more editing options and additional features, but requires a workaround that may affect your business processes.

If you have additional questions about Quick Mode and Advanced Mode, please don't hesitate to reach out to us at support@editorder.net.