Revise Order lets you change an order after it's been paid. You can add or remove products, change quantities, change the delivery address, add a discount, and refund or charge the difference. Revise Order is also how you give a partial refund.
Before you start
Revise Order is for paid orders. To cancel a whole order and refund everything, see "How to cancel an order and refund the customer".
The revise screen works like the screen you use for phone and back office orders. See "How to place a phone or back office order for a customer".
How to revise an order
Go to Orders and click the order number to open the order panel.
Click Revise Order. The revise screen opens with the order's products, customer, delivery details and payments.
Make your changes. You can:
change a product's quantity with − and +, or remove it with ×
add products with Add more products
add a coupon with Enter Coupon
change the delivery address, or switch between Delivery and Pick Up
change Override Shipping, Additional Discount, Channel, Tags or Stock Location.
Check the Order Summary. It shows the new total, the Existing payments, any Refunding payments or Additional payments, and the Balance due.
Get the Balance due to $0.00. See "How to give a partial refund" if the new total is lower, or "How to add products to a paid order" if the new total is higher.
Check the Revision Options:
Adjust Stock Movements: on to start with. Leave Adjust Stock Movements on so stock is updated for the products you added or removed.
Send Receipt Email: on to start with. Turn Send Receipt Email off if you don't want to email the customer a new receipt.
Click Submit Revision, or Pay & Submit Revision if you're charging more.
The Order Revised pop-up shows the new order number. Click OK.
To leave the revise screen without saving, click ×. Your changes are discarded.
What happens next
WithWine creates a new order with a new order number. The original order isn't changed.
The new order shows Revision Of and the original order number in the order panel.
The original order shows Revised by and the new order number, and is greyed out in the list.
A refund row for the original order also appears in the list, with R in front of the order number.
So one revised order shows as three rows. For example, a $337.80 order revised down to $314.00:
#24458944: $337.80 (the original, greyed out)
R#24458944: -$337.80 (the refund row for the original)
#24458945: $314.00 (the new order)
The three rows add up to $314.00. On the customer's card, only the difference, $23.80, was refunded. The rest of the original payment carried over to the new order.
Troubleshooting
The Submit Revision button is greyed out. The Balance due isn't $0.00. See "Why is the Submit Revision button greyed out?".
The totals on the Orders screen didn't change. Reload the page.