Allowing customers to edit their shipping method in Customer Portal
Updated 2 weeks ago
In your Customer Portal settings, you can choose whether or not to allow your customers to change their shipping method. By default, customers can’t change the shipping method on their orders in Customer Portal, but this setting can be changed.
Note: This feature can be enabled upon request. Feel free to email us at [email protected] if you're interested!
Allow the ability to change shipping method
Steps
Go to Apps > Cleverific Order Editor.
In the nav menu, click Customer Portal.
Under Allowed changes, check the box next to Allow change shipping method.
Click Save in the top bar.
If no shipping method was selected at checkout, customers won’t be allowed to add a shipping method to their order in Customer Portal.
Tip: You can also use Cleverific's Quick Mode or Advanced Mode backend order editing to add a shipping method to the order.
Payment due for shipping updates
If your customers change the shipping method to a rate higher than the original rate, they will see a Pay Now button and an amount due in Customer Portal. Clicking this Pay Now button will redirect them to Shopify’s checkout to pay the outstanding amount.
Refund due for shipping changes
If your customers change the shipping method to a rate lower than the original rate, they will see that a refund is due in Customer Portal.
When a customer makes a shipping option change, you will receive a notification that a refund is due on this order, including a direct link to access the order page in Shopify so you can quickly issue a refund.
Notes: Refunds are not automatic unless you enable Automatically refund customers when an edit reduces their order total setting.
Known limitations
At the moment, customers can’t change the shipping method on:
Local pick-up or local delivery orders.
Multicurrency orders (orders placed in a different currency than your store currency).