Canonical URL: https://chargezen.com/docs/checkoutos/order-edits/enabling

# Enabling Order Edits

Step-by-step guide to enable self-serve order editing

Last updated: 2025-01-16

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

1

#### Navigate to Order Edits

Go to CheckoutOS → Order Edits in your dashboard.

2

#### Enable the Feature

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

3

#### Set Edit Window

Choose how long after order placement customers can edit.

4

#### Configure Allowed Actions

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

5

#### Set Up Notifications

Configure email/SMS notifications for edits.

6

#### Update Email Templates

Add edit link to order confirmation email.

7

#### 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

```liquid
{% 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

```json
{
  "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

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

## Testing Your Setup

1

#### Place Test Order

Complete a checkout with a test product.

2

#### Check Confirmation Email

Verify the edit link appears and works.

3

#### Test Each Edit Type

Try adding items, changing quantity, updating address.

4

#### Verify Payment Handling

Confirm charges/refunds process correctly.

5

#### Test Window Expiration

Verify edits are blocked after window closes.

6

#### 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

```json
{
  "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



](https://chargezen.com/docs/checkoutos/order-edits/settings)[

### Order Edits Overview

Feature capabilities

Learn more



](https://chargezen.com/docs/checkoutos/order-edits/overview)

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