Enabling Order Edits

This guide walks you through enabling self-serve order edits in CheckoutOS. Setup takes about 10 minutes and requires no code changes.

Prerequisites

Before You Start

CheckoutOS installed and active
Shopify Admin access
Order notification emails enabled
Optional: Customer accounts enabled for account-based edits

Setup Steps

Navigate to Order Edits

Go to CheckoutOS → Order Edits in your dashboard.

Enable the Feature

Toggle "Enable Self-Serve Order Edits" to on.

Set Edit Window

Choose how long after order placement customers can edit.

Configure Allowed Actions

Select which edit types to allow (add items, change quantity, etc.).

Set Up Notifications

Configure email/SMS notifications for edits.

Update Email Templates

Add edit link to order confirmation email.

Test the Flow

Place a test order and verify edit functionality.

Email Template Setup

Add the edit order link to your order confirmation email:

Order Confirmation Email

{% if order_edit_url %}
<div style="margin: 20px 0; padding: 15px; background: #f5f5f5; border-radius: 8px;">
  <p style="margin: 0 0 10px 0; font-weight: bold;">
    Need to make changes?
  </p>
  <p style="margin: 0 0 15px 0;">
    You can edit your order for the next {{ order_edit_window }}.
  </p>
  <a href="{{ order_edit_url }}" style="
    display: inline-block;
    padding: 10px 20px;
    background: #000;
    color: #fff;
    text-decoration: none;
    border-radius: 4px;
  ">
    Edit Your Order
  </a>
</div>
{% endif %}

Automatic Injection

CheckoutOS can automatically inject the edit link into Shopify's default order confirmation email. Enable this in Settings → Email Integration.

Order Status Page

Enable edit button on the order status page:

Status Page Configuration

{
  "order_status_page": {
    "show_edit_button": true,
    "button_text": "Edit Order",
    "button_position": "below_order_summary",
    "show_time_remaining": true,
    "time_remaining_format": "You have {{time}} to make changes"
  }
}

Customer Account Integration

If you have customer accounts enabled, add order edits to the account portal:

Account Portal Settings

{
  "customer_account": {
    "show_edit_button": true,
    "location": "order_details",
    "show_for_status": ["unfulfilled", "partially_fulfilled"],
    "require_login": true
  }
}

Testing Your Setup

Place Test Order

Complete a checkout with a test product.

Check Confirmation Email

Verify the edit link appears and works.

Test Each Edit Type

Try adding items, changing quantity, updating address.

Verify Payment Handling

Confirm charges/refunds process correctly.

Test Window Expiration

Verify edits are blocked after window closes.

Check Notifications

Confirm edit notifications are received.

Rollout Strategy

Gradual Rollout

Consider enabling order edits for a percentage of orders first:

Start at 10% to monitor for issues
Increase to 50% after 1 week
Full rollout after confirming smooth operation

Gradual Rollout

{
  "rollout": {
    "enabled": true,
    "percentage": 10,
    "targeting": "random",
    "exclude_orders": {
      "total_over": 500,
      "product_tags": ["fragile", "custom"]
    }
  }
}

Common Issues

Edit link not appearing in emails:

Verify email template includes the edit URL variable
Check that automatic injection is enabled
Ensure order is within edit window

Payment not processing:

Verify payment gateway supports additional charges
Check that customer's payment method is still valid
Review error logs in CheckoutOS dashboard

Next Steps

Edit Settings

Configure advanced options

Learn more

Order Edits Overview

Feature capabilities

Learn more