Restrictions and fraud protection

Restricting order editing to standard shipping orders with payment capture delay

Updated 2 months ago

In Cleverific, you can limit order editing in Customer Portal to orders on standard shipping rates by using a Shopify Flow workflow to delay payment capture. This is useful when your WMS or ERP syncs orders based on payment status, and you want expedited orders to flow through immediately while giving standard shipping customers a window to make changes.

Requirements

  1. You need to have manual payment capture enabled in your Shopify admin under Settings > Payments. If automatic capture is enabled, this workflow won't work.

  2. This specifically works for WMS or ERP syncing orders based on the "Paid" status of the order.

How this works

When an order is placed:

  • If the shipping rate handle includes "Standard", payment capture is delayed by 30 minutes (or the duration of your choice). The order remains editable in Customer Portal during that window and will not sync to your WMS or ERP until payment is captured.

  • If the shipping rate is anything else, payment is captured immediately, triggering your WMS or ERP sync. Because the order is now paid and synced/fulfilled, it is no longer editable.

Set up the workflow

  1. Download the .flow file by clicking the link here.

  2. In your Shopify admin, go to Apps > Flow.

  3. Click Import > Add files, and select the .flow file you just downloaded.

  1. Open the workflow and locate the Condition step.

  1. Confirm the condition is set to:

    • Shipping line shipping rate handle includes Standard

    • OR Shipping line shipping rate handle includes standard

You can change the condition to match any shipping rate depending on your specific use case.

  1. Update the condition values if your standard shipping rate handle uses a different term

  2. Adjust the Wait duration according to your Customer Portal's editing window.

  1. Enable the workflow.

Considerations

Verify your shipping rate handles before enabling. The condition matches against the rate handle, not the display name shown to customers. To find your handles, go to Settings > Shipping and delivery and review your rate names. Common variations include "Standard", "Standard Shipping", and "standard-rate." If your store uses more than one standard rate title, add an additional OR condition for each one.

Any rate handle containing "Standard" will qualify. The condition uses "includes" rather than an exact match to catch handle variations like "standard_shipping" or "Standard-Rate." Review your full rate list to confirm no expedited or promotional rates contain the word "Standard" in their handle.

New shipping methods will not qualify by default. Only rates whose handles explicitly include "Standard" will trigger the delay. Orders with new rates added in the future will be captured immediately unless their handle matches the condition.

Any questions or specific use cases? Feel free to reach out to [email protected]!

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