Editify - How Customer Portal Works

Editify enables merchants to control how users can modify their orders through configurable settings in the customer portal. From setting time limits for editing orders until they are released, to adding tags after release, and much more — all of which we’ll explore in this article.

Open the Customer Portal settings for Editify within your store. Where the page will appear something like this:

As you can see, the page displays numerous settings and buttons that essentially control how users can edit the orders they place through this store.

Merchants can easily enable or disable these settings using a simple toggle switch, this toggle switch is conveniently located at the top right corner of the Customer Portal settings page. You can use this switch to quickly enable or disable the settings as needed.

Now, let’s explore the configurable settings that Editify offers through the Customer Portal settings.

i) Editing time limit - Set the amount of time customers have to edit their orders starting from the moment the order is created.

The first section, labeled "Edit time limit," includes a dropdown menu offering several predefined time intervals to choose from, such as 15 minutes, 30 minutes, 1 hour, 2 hours, 4 hours, or until fulfillment, which lets customers edit their orders up until the store fulfills them.

You can also automatically release order holds once the time limit is reached by enabling a simple checkbox toggle.

ii) Setting up the refund options for orders - This section allows merchants to configure the refund methods available for orders when customers choose to request a refund.

The types of refunds are;

a) Store credit refunds - Here, customers can be refunded with store credits, which they can use to purchase other items from the store.

b) Direct Refunds - Alternatively, customers can receive a direct refund of the amount they paid for the order.

Merchants can easily select the refund option that best suits their store and preferences.

iii) Adding upsell Products - This section allows merchants to add upsell products that appear to customers on the storefront, giving them the option to include these items in their existing orders during checkout or order review.

Click the "Add Upsell Product" button, and a modal window will pop up,

This modal displays all the existing products in your store that you can select as upsell items, click on "Add" to add them as the upsell products.

You can add up to two upsell products in the storefront for your customers.

In the online store, upsell products will be displayed to customers like this:

The customer can click on "Add to Order" to add the product to their existing order.

Advance Options

iv) Configuring the order tags - The advanced options include configurable settings for order tags,

where merchants can add tags that can be used to search orders and disable editing for those orders,

as well as specify tags to be applied once an order is released.

Just simply type any text, an press ENTER, to add the tags.

The summary section, located at the top right of the Customer Portal settings page, displays the configured order tags along with other configured settings like the time limit for editing the order.

Now, let’s take a look at the Advanced Editing Settings. You can find the "Advanced Settings" button at the top right of the Customer Portal settings page.

Clicking this will take you to additional settings you can configure for orders.

The first section of Advanced Settings includes checkboxes that let you enable customer access to edit specific information after an order has been placed, such as shipping details like email, phone number, and shipping address.

There’s also an option to allow customers to configure the delivery schedule for their order by simply toggling a checkbox.

Next, you have options to configure customer permissions for editing the line items in their order — such as increasing or decreasing the quantity of a line item, and even removing items entirely.

Then, there’s an option to allow customers to edit the order metadata, such as adding or modifying notes for their orders.

Finally, there’s an option to allow customers to cancel their orders, giving them the ability to cancel any order they’ve placed.

Configuring these additional settings provides more streamlined control over how customers can edit their orders using Editify.