You can edit an order depending on its status: 'Authorized' orders can be modified, while 'Captured' (or activated) orders are locked and require alternative approaches like refunds or creating new orders. Additionally, only users with admin permissions can perform these edits. Changes are typically required to:
Apply discounts.
Remove or add order lines.
Edit existing order lines.
How to edit order line(s)
Follow these steps to edit order line(s) on an existing order:
Open Kustom Portal and sign in.
Navigate to Orders from the menu on the left.
Find the order by using order reference, order number, customer name, or email address.
Click on the order to open the detailed order view.
Click on Order lines.
Update the relevant fields on the order line you want to edit. The fields you can change are:
Item name
Reference
Type
Quantity
Unit price
Tax rate %
Discount
Click Apply changes to confirm the change made to the order.
You have now edited the order.
How to remove order line(s)
Follow these steps to remove order lines on an existing order:
Open Kustom Portal and sign in.
Navigate to Orders from the menu on the left.
Find the order by using order reference, order number, customer name, or email address.
Click on the order to open the detailed order view.
Click on Order lines.
Click on the trash bin icon located on the left of the order line(s) to remove it.
Click Apply changes in the top right corner to confirm the removal of the order line(s).
You have now removed the order line(s) from the order.
How to add order line(s)
Follow these steps to add order line(s) to an existing order:
Open Kustom Portal and sign in.
Navigate to Orders from the menu on the left.
Find the order by using order reference, order number, customer name, or email address.
Click on the order to open the detailed order view.
Click on Order lines.
Click on Add order line and add the relevant information. The information you can add is:
Item name
Reference
Type
Quantity
Unit price
Tax rate
Discount
Amount or percentage
Click Apply changes in the top right corner to confirm adding the order line(s).
You have now added the order line(s) to the order.
How to add discount line(s)
A discount line applies to the entire order. To apply a discount to a specific item instead, edit the order and add the discount directly to that item's order line. Follow these steps to add discount(s) on an existing order:In scenarios where significant price changes (e.g., exceeding 15%) or discount removals are required, it is advisable to create a new order in the Kustom system with all details corrected. This approach helps avoid calculation errors or complications from excessive order changes.
Open Kustom Portal and sign in.
Navigate to Orders from the menu on the left.
Find the order by using order reference, order number, customer name or email address.
Click on the order to open the detailed order view, click on Edit order.
Click on Add discount line and add the relevant information. The information you can add is:
Item name
Reference
Tax rate
Discount
Amount or percentage
Click Apply changes in the top right corner to confirm adding the discount line(s).
You have now added discount line(s) to the order.
Why am I unable to edit an order
If an update to an order is rejected, an error message with an explanation will appear.
When you edit an order, a new risk evaluation is performed, which can result in rejection even if the total amount is reduced.
Only users with admin privileges can edit orders. If you lack permissions, the Edit option and save/apply changes will not be visible. Seek an upgrade to admin or contact an admin to make the edits for you.
If editing is unavailable, you can explore these alternatives:
Refund
Partial capture
Capturing a specific amount via API
Creating a new order for significant pricing changes or removing discounts where needed.