Order Edit Settings

Configure order edit behavior and restrictions

Last updated: 2025-01-16

Fine-tune your self-serve order edit experience with these configuration options. Settings control what customers can change, when, and how.

Edit Window Settings

Time-Based Window

Time Window
{
  "edit_window": {
    "type": "time_based",
    "duration": 60,
    "unit": "minutes",
    "start_from": "order_placed",
    "display_countdown": true
  }
}

Status-Based Window

Status Window
{
  "edit_window": {
    "type": "status_based",
    "allow_until": ["unfulfilled"],
    "close_on": ["in_progress", "fulfilled", "shipped"],
    "max_hours": 48
  }
}

Hybrid Window

Hybrid Window
{
  "edit_window": {
    "type": "hybrid",
    "time_limit": {
      "hours": 24
    },
    "status_limit": {
      "close_on": ["in_progress"]
    },
    "rule": "first_reached"
  }
}

Allowed Actions

Action Permissions
{
  "allowed_actions": {
    "add_items": {
      "enabled": true,
      "max_items": 5,
      "max_value": 200,
      "require_payment": true
    },
    "remove_items": {
      "enabled": true,
      "min_items_remaining": 1,
      "refund_method": "original_payment"
    },
    "change_quantity": {
      "enabled": true,
      "max_per_item": 10
    },
    "update_shipping_address": {
      "enabled": true,
      "same_country_only": false,
      "recalculate_shipping": true
    },
    "update_shipping_method": {
      "enabled": true,
      "allow_upgrades": true,
      "allow_downgrades": false
    },
    "apply_discount_code": {
      "enabled": false
    },
    "cancel_order": {
      "enabled": true,
      "full_refund": true
    }
  }
}

Product Restrictions

Exclude certain products from order edits:

Product Restrictions
{
  "product_restrictions": {
    "non_editable_products": {
      "by_tag": ["final-sale", "custom-made", "perishable"],
      "by_type": ["Gift Card", "Subscription"],
      "by_collection": ["clearance"],
      "by_sku_prefix": ["CUSTOM-", "LTD-"]
    },
    "restrict_action": {
      "add": false,
      "remove": true,
      "quantity_change": true
    },
    "message": "This item cannot be modified"
  }
}

Order Restrictions

Order Restrictions
{
  "order_restrictions": {
    "min_order_value": 0,
    "max_order_value": 1000,
    "exclude_orders_with": {
      "tags": ["wholesale", "custom"],
      "discount_codes": ["EMPLOYEE"],
      "shipping_methods": ["local_pickup"]
    },
    "exclude_payment_methods": ["cash_on_delivery"],
    "international_orders": {
      "allow_edits": true,
      "address_changes": false
    }
  }
}

Payment Settings

Payment Configuration
{
  "payment": {
    "additional_charges": {
      "enabled": true,
      "method": "original_payment_method",
      "fallback": "request_new_payment",
      "min_charge": 0.50
    },
    "refunds": {
      "enabled": true,
      "method": "original_payment_method",
      "timing": "immediate",
      "partial_allowed": true
    },
    "price_changes": {
      "use_original_price": true,
      "apply_original_discounts": true,
      "tax_recalculation": true
    }
  }
}
Payment Method Support

Some payment methods (PayPal, Buy Now Pay Later) may not support additional charges. Configure fallback behavior for these cases.

UI Settings

Interface Configuration
{
  "ui": {
    "theme": "match_store",
    "branding": {
      "logo": true,
      "colors": "inherit"
    },
    "edit_page": {
      "show_order_summary": true,
      "show_savings": true,
      "show_edit_history": false,
      "confirmation_step": true
    },
    "messages": {
      "success": "Your order has been updated!",
      "add_item_prompt": "Want to add anything else?",
      "window_closing": "Hurry! Edit window closes in {{time}}"
    }
  }
}

Notification Settings

Notifications
{
  "notifications": {
    "customer": {
      "channels": ["email"],
      "events": {
        "edit_confirmed": true,
        "edit_failed": true,
        "window_closing_soon": {
          "enabled": true,
          "minutes_before": 15
        }
      }
    },
    "merchant": {
      "channels": ["email", "slack"],
      "events": {
        "order_modified": true,
        "order_cancelled": true,
        "high_value_edit": {
          "enabled": true,
          "threshold": 100
        }
      },
      "email": "orders@yourstore.com",
      "slack_webhook": "https://hooks.slack.com/..."
    }
  }
}

Fraud Prevention

Fraud Settings
{
  "fraud_prevention": {
    "require_email_verification": {
      "enabled": true,
      "for_actions": ["cancel", "address_change"]
    },
    "rate_limiting": {
      "max_edits_per_order": 3,
      "cooldown_minutes": 5
    },
    "suspicious_activity": {
      "flag_multiple_address_changes": true,
      "flag_high_value_additions": true,
      "threshold": 200
    },
    "audit_logging": {
      "enabled": true,
      "log_ip_address": true,
      "log_user_agent": true
    }
  }
}

Integration Settings

Integrations
{
  "integrations": {
    "fulfillment_service": {
      "notify_on_edit": true,
      "cancel_pick_on_edit": true
    },
    "inventory_management": {
      "realtime_stock_check": true,
      "reserve_added_items": true
    },
    "analytics": {
      "track_edit_events": true,
      "google_analytics": true,
      "segment": false
    }
  }
}

Best Practices

Configuration Tips
  • Start restrictive — Enable features gradually
  • Protect high-value orders — Set thresholds for review
  • Monitor fraud signals — Enable all logging initially
  • Coordinate with fulfillment — Align edit window with pick times
  • Test edge cases — Try partial edits, cancellations, etc.

Related Topics

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