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Customer self-serve order editing: how to install and customize settings

  • Disallowing customers to edit orders based on fraud risk level
  • Disallowing customers to increase quantities exceeding a certain percentage in Customer Portal
  • Disallowing customers to change the shipping address in Customer Portal
  • Customer Portal triggers in Shopify Flow
  • Paying an outstanding amount in Customer Portal
  • Allowing customers to edit their shipping method in Customer Portal
  • Shipping address validation in Customer Portal
  • Order Cancellations report for Customer Portal
  • Preventing adding or editing products based on product tags in Customer Portal
  • Accessing Customer Portal with Checkout Extensibility as a customer
  • Verifying and testing your Customer Portal setup
  • Using your FAQ to direct customers to Customer Portal
  • Language customization cheat sheet for Customer Portal
  • Automatically processing refunds after order edits in Customer Portal
  • Updating the “View your order” button in your Shopify order confirmation template
  • Authorization and automatic payment capture workflow with Flow
  • Helping your customers use Customer Portal
  • Automatically waiving small balance discrepancies in Customer Portal
  • Setting up the Thank You Page extension for Customer Portal
  • Allowing customers to remove all items from an order in Customer Portal
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  • Advanced Mode order edits
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