Introduction to customer self-serve editing with Customer Portal

Let customers make changes to their orders by enabling Customer Portal for your store. All edits made by your customers happen in place, directly on the original order. No "save as" orders. No new orders to track and fulfill.

What customers can do in Customer Portal

• Change products’ size, color, and other variants

• Edit the shipping address of their order

• Remove products from their order

• Cancel their order

• Add a product to their order

Edits you can allow or disallow

All based on custom logic you can:

• Set order editing window timeframe

• Set whether quantity can be changed

• Set whether an order can be cancelled

• Set tags for orders that can't be edited (e.g., "final sale")

• Filter specified line item properties from your customers

• And more

Advantages of Customer Portal

• 67% of customers prefer to use self-service options instead of speaking with a company representative

• Build your customers' trust with proactive customer support

• Reduce the number of help desk tickets for your team

• Instantly resolve customer frustrations and get orders out the door quicker

Helpful guides:

• Changing settings in Customer Portal

• Limitations in Customer Portal

• Setting up Customer Portal extensions with Shopify Customer account extensibility