Order Modifications

This guide provides a comprehensive overview of order modifications in Flxpoint, explaining how to adjust existing orders. Explore what order modifications involve, how to perform them, follow a hands-on tutorial, and refer to detailed examples and tools, designed for all users, especially newcomers. (Last updated: 08:05 PM -04, Sunday, June 15, 2025)

 

🔍 What Are Order Modifications?

Within Flxpoint, you are able to make certain order modifications. You can:

  • Edit an existing order line item.
  • Add an order line item.
  • Cancel an order line item.
  • Edit order fields listed below.

Example Scenario:

  • An order (Order #4729261) needs an additional item added due to a customer request.
  • You edit the shipping address to correct a typo and cancel a line item that’s out of stock.
  • The order notes are updated to reflect the changes for the sales team.

 

Image 1

Insight: Modification Flexibility

Order modifications allow you to adapt to changing customer needs or inventory issues without re-creating orders, ensuring a seamless experience.

Key Fact: Modifications are only possible for orders in an Open status.

 

🛠️ How-to Guides

A. How to Add an Order Line Item

  • To add an order line item, click the Plus Sign button in the top left of the order line items section.
  • You may select any products that currently exist in your Product Catalog to add to the order.
  • Confirm the Quantity and Pricing.
  • Click Confirm to add the product to the order line items.
Add Order Line Item

Image: This GIF demonstrates adding a line item by clicking the Plus Sign, selecting a product from the catalog, confirming quantity and pricing, and finalizing with Confirm. Note that this action is only available for orders in Open status.

Order Status

You may only add line items to an order with an Open Order Status.

Shipment will only sync back to the channel if the SKU that is added to order line item after order import is added onto the order via the actual channel, i.e., adding the SKU added in Flxpoint to the order within Shopify.

B. How to Cancel Order Line Item(s)

There are a couple of different ways to do this:

  • You can cancel all the items on the order by going to Actions and clicking Cancel Line Items.
  • You can cancel single order line items by clicking the gear next to that line item and selecting Cancel.
  • You will need to confirm the amount you are canceling in a flyout for each line item or the individual item being canceled.
Cancel Line Items

Image: This GIF shows canceling a single line item by clicking the gear icon and confirming the cancellation amount in a flyout, ensuring precise control over order adjustments.

Another way to do this is after the FR/FO is already generated.

To do this:

Click on Actions under the FR entry > Adjust FR/FO.

You will then see two options:

  1. Yes, cancel from this FR/FO to fulfill from another source.
  2. No, cancel from this FR/FO and the order.
Adjust FR/FO Option 1 Adjust FR/FO Option 2

Image 1: This GIF illustrates selecting 'Yes' to cancel from the FR/FO and fulfill from another source, useful when inventory shifts to a different supplier.

Image 2: This GIF shows selecting 'No' to cancel the line item from both the FR/FO and the order, ideal for removing unfulfillable items entirely.

C. How to Edit Order Fields

  1. Navigate to the order in Flxpoint and click on the field you wish to edit (e.g., Order Notes).
  2. Make the necessary changes (e.g., update the shipping address to correct a typo).
  3. Save the changes by clicking outside the field or using the save option if prompted.
  4. Verify the updated field reflects the new information.

Insight: Field Edit Importance

Editing order fields like shipping address or notes ensures accuracy and compliance with customer requirements, preventing fulfillment errors.

Key Fact: Changes to item details can affect shippability, so review carefully.

These guides help you modify orders efficiently to meet changing needs.

 

🧪 Tutorial

Modify an Order with Line Item Changes

Goal: Add a line item and cancel another from an existing order.

Scenario: Order #4729261 needs an additional item (Y123) added and an out-of-stock item (X456) canceled.

Steps:

  1. Go to Order #4729261 and click the Plus Sign to add Y123 with a quantity of 1.
  2. Confirm the pricing and click Confirm to add the item.
  3. Click the gear next to X456, select Cancel, and confirm the cancellation amount in the flyout.
  4. Update the shipping address to reflect a new delivery location.
  5. Save the changes and verify the order reflects the new line item and canceled item.

Insight: Modification Workflow

Modifying orders with line item changes and field updates ensures the order aligns with current inventory and customer needs, maintaining operational efficiency.

Key Fact: Always check order status before making changes to avoid errors.

🧪 You’ve modified the order! Use this insight to refine your modification process.

 

📚 Reference

Modifiable Order Fields

Field Description
Order Notes Custom notes for internal reference (e.g., "Out of Stock").
Custom Fields Additional metadata (e.g., "Rush Order").
Shipping Policy Policy applied to the order (e.g., Free Shipping).
Shipping Address Delivery location details.
Billing Address Payment location details.
Tags Labels for order categorization (e.g., "Review Needed").
Item Details Mark items as shippable or not (e.g., adjust quantity).
Line Item Custom Fields Metadata specific to individual line items.

Example Order Modification

Order # Action Details
4729261 Add Line Item Added Y123 (Qty: 1).
4729261 Cancel Line Item Cancelled X456 (Qty: 1).
4729261 Edit Field Updated shipping address to 123 New St.