Allowing customers to edit their shipping method in Customer Portal

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.

Allow the ability to change shipping method

Steps

  1. Go to Apps > Cleverific Order Editor.
  2. Click Customer Portal, which will direct you to the Customer Portal settings.
  3. Under Decide what changes customers can make, check the box next to Allow change shipping method.

Your changes will be automatically saved.

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 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 and you must manually issue this refund through Shopify’s order page.

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).